Investment Banking - AI Research (MBA Intern)

Julius Research; United States; Remote; USD 150,000 - 230,000; Full time

Job summary

Julius Research in the United States seeks an experienced finance professional to design and assess advanced financial challenges inspired by investment banking, private equity, and hedge funds. You will develop complex models, run DCFs and LBOs, and craft investment scenarios from incomplete data.

You will interpret SEC filings, earnings reports, and market data, prepare memoranda and presentations, and help benchmark AI-driven finance tools against professional standards.

Qualifications

• MBA in a top program with a finance focus.
• 2+ years in investment banking, private equity, venture capital, hedge funds, asset management or equity research.
• Strong financial modeling, valuation, and due diligence skills.
• Hands-on experience with DCF, LBO, comparable company analysis or precedent transactions.
• Experience preparing investment memoranda, pitch books or investment committee presentations.
• Excellent quantitative reasoning, analytical judgment and written communication skills.

Responsibilities

• Create expert-level financial challenges inspired by IB, PE, VC and hedge fund workflows.
• Develop financial modeling exercises involving DCF valuations, LBOs, M&A and capital structure analysis.
• Construct investment scenarios with incomplete information and conflicting indicators.
• Design research assignments requiring interpretation of SEC filings, earnings reports and market data.
• Identify limitations in advanced AI models by assessing analytical methods and investment conclusions.
• Develop evaluation frameworks and benchmarks measuring AI performance against professional finance standards.

Skills

Financial modeling

Valuation

Analytical reasoning

Written communication

Education

MBA (Top 25, finance focus)

Job description

Responsibilities

• Create expert-level financial challenges inspired by investment banking, private equity, venture capital and hedge fund workflows
• Develop financial modeling exercises involving DCF valuations, LBOs, M&A transactions and capital structure analysis
• Construct realistic investment scenarios with incomplete information and conflicting financial indicators
• Design research assignments requiring interpretation of SEC filings, earnings reports and market data
• Identify limitations in advanced AI models by assessing their analytical methods and investment conclusions
• Develop solutions, evaluation frameworks and benchmarks measuring AI performance against professional finance standards

Requirements

• Currently enrolled in or completed a Top 25 MBA program, preferably with finance focus
• 2+ years of professional experience in investment banking, private equity, venture capital, hedge funds, asset management or equity research
• Strong expertise in financial modeling, valuation, financial statement analysis and due diligence
• Hands-on experience with DCF, LBO, comparable company analysis or precedent transactions
• Experience preparing investment memoranda, pitch books or investment committee presentations
• Excellent quantitative reasoning, analytical judgment and written communication skills

About the Company

• Julius Research advances the financial capabilities of frontier AI systems.