Investment Banking - AI Research (MBA Intern)

The role

You will create sophisticated financial challenges to test the limits of AI intelligence. You will develop realistic investment scenarios and evaluate how AI systems approach these challenges to uncover capability gaps.

What you will do

• Create expert-level financial challenges inspired by real investment workflows.
• Develop sophisticated financial modeling exercises involving DCF valuations, LBOs, M&A transactions, and capital structure analysis.
• Construct realistic investment scenarios incorporating incomplete information and complex business considerations.
• Design research assignments requiring the interpretation of SEC filings, earnings reports, financial statements, and market data.
• Identify limitations in advanced AI models by assessing analytical methods, financial assumptions, and investment conclusions.
• Develop detailed solutions, evaluation frameworks, and benchmarks to measure AI performance.

Required qualifications

• Currently enrolled or previously completed a Top 25 MBA program
• 2+ years of professional experience in Investment Banking, Private Equity, Venture Capital, Hedge Funds, Asset Management, or Equity Research
• Previous experience as an Investment Banking Analyst/Associate, Private Equity Associate, Venture Capital Associate, Hedge Fund Analyst, Investment Analyst, or Equity Research Analyst
• Strong technical expertise in financial modeling, company valuation, financial statement analysis, and investment due diligence
• Hands-on experience with DCF, LBO, comparable company analysis, precedent transactions, or investment underwriting
• Experience preparing investment memoranda, pitch books, equity research reports, or investment committee presentations
• Excellent quantitative reasoning, analytical judgment, and written communication skills

Nice to have

• finance or investment focus

About the company

Julius Research is recruiting MBA students to help advance the financial capabilities of frontier AI systems.