Investment Banking - AI Research (MBA Intern)

present of AI; United States; Remote; USD 41,000 - 55,000; Part time

Job summary

Julius is seeking an MBA intern for an Investment Banking - AI Research role in the United States. The role emphasizes turning traditional finance experience into AI-safe problems and benchmarking model reasoning against expert standards.

Strong candidates will bring hands-on valuation, LBO, and transaction modeling skills and clear problem-writing ability. The internship focuses on testing AI systems rather than closing deals, with exposure to valuation analyses, filings, and investment

Qualifications

• Hands-on modeling across valuation, buyouts and transactions.
• Ability to build realistic scenarios from messy data.
• Experience writing clear solutions and scoring frames for AI evaluation.

Responsibilities

• Design finance problems for AI systems to solve.
• Review model reasoning and identify failure points.
• Document reasoning and scoring criteria for professional standards.

Skills

Financial modeling

Valuation analysis

LBO modeling

Transactions analysis

Education

MBA or equivalent finance experience

Tools

Excel

Job description

Investment Banking - AI Research (MBA Intern)

The role asks for someone with real deal experience in banking, private equity, venture capital, hedge funds or equity research who can turn that background into hard financial problems for AI systems to attempt. A strong candidate brings hands on modeling skills across valuation, buyouts and transactions, plus the judgment to build realistic scenarios with messy or conflicting data. The work also calls for writing clear solutions and scoring frameworks so AI output can be judged against professional finance standards.

How it fits the AI era

This is a role built around testing AI rather than doing deals. The person spends time designing finance problems, reviewing how models reason through them, and documenting where the reasoning breaks down. Human judgment stays central because deciding what counts as a sound financial conclusion still depends on seasoned professional experience.

How it builds AI experience

The work offers direct exposure to how frontier AI systems handle valuation, filings and investment analysis, and to the methods used to evaluate them. That builds practical skill in benchmarking AI against expert standards, which fits a company turning raw data and spreadsheets into analysis and decks. Someone preparing for this could practice writing finance problems with known answers and comparing model output against them.

Worth showing

• DCF and LBO
• SEC filing analysis

This is our own read, written from the employer's posting and the company's Spotlight. The employer's posting is the source of truth for the role.

About Julius

AI workspace that transforms raw data and spreadsheets into analysis, interactive visualizations, and slide decks, per the company.