AI Finance Researcher (MBA Student)

The role

You will create sophisticated financial challenges to test the limits of frontier AI models. This work involves designing research tasks and modeling challenges to expose weaknesses in AI financial reasoning.

What you will do

• Design expert-level financial research and analysis tasks.
• Create complex financial modeling challenges involving DCF, LBOs, and three-statement models.
• Develop realistic FP&A problems involving forecasting and business performance evaluation.
• Construct investment research scenarios involving M&A and company valuation.
• Design multi-stage analytical problems requiring financial judgments.
• Identify weaknesses in advanced AI models by evaluating calculations and assumptions.
• Develop expert solutions, scoring criteria, and research benchmarks.

Required qualifications

• Currently enrolled in a Top 25 MBA program or recent graduate.
• 2+ years of professional experience in FP&A, Corporate Finance, Investment Banking, Private Equity, Venture Capital, Hedge Funds, Asset Management, Equity Research, or related finance roles.
• Previous experience as an Investment Banking Analyst/Associate, Private Equity Associate, Venture Capital Associate, Investment Analyst, Equity Research Analyst, FP&A Analyst/Manager or Corporate Fina
• Strong understanding of financial statement analysis, financial modeling, forecasting, company valuation, or investment research.
• Hands-on experience with DCF valuation, LBO modeling, comparable company analysis, M&A, and transaction due diligence, or startup valuation, financial projections, market sizing, unit economics, and i
• Excellent quantitative reasoning, problem-solving, written communication, and attention to detail.

Nice to have

• Experience at a leading investment bank, private equity firm, venture capital fund, hedge fund, Fortune 500 finance team, or high-growth technology company.
• Proficiency in Excel financial modeling and tools such as Capital IQ, Bloomberg, FactSet, PitchBook, or financial planning software.
• Interest in artificial intelligence, large language models (LLMs), and AI applications in financial services.

About the company

Julius Research recruits MBA students with professional experience to improve the financial reasoning capabilities of AI systems.