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AI Finance Researcher (MBA Student)

Julius· General
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RemoteFull-timePosted 4d ago

About the role

MBA student-focused role at Julius Research to design and evaluate advanced financial research and modeling challenges to test frontier AI models’ financial reasoning.

Responsibilities

  • Design expert-level financial research and analysis tasks inspired by real-world finance and investment workflows.
  • Create complex financial modeling challenges involving DCF valuations, LBOs, three-statement models, forecasting, budgeting, and scenario analysis.
  • Develop realistic FP&A problems involving revenue forecasting, budget variance analysis, cash flow planning, unit economics, and business performance evaluation.
  • Construct investment research scenarios involving M&A, company valuation, market analysis, investment due diligence, and capital allocation decisions.
  • Design multi-stage analytical problems that require interpreting incomplete data, reconciling conflicting information, and making defensible financial judgments.
  • Identify weaknesses in advanced AI models by evaluating their calculations, assumptions, analytical approaches, and financial conclusions.
  • Develop expert solutions, scoring criteria, and research benchmarks to measure AI performance.

Qualifications

  • Currently enrolled in a Top 25 MBA program (or recent graduate), preferably with a concentration in Finance, Investments, or Corporate Strategy.
  • 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 Finance Analyst.
  • Strong understanding of financial statement analysis, financial modeling, forecasting, company valuation, or investment research.
  • Hands-on experience with one or more of the following: Investment Banking & Private Equity (DCF, LBO, comps, M&A, diligence); Venture Capital & Growth Equity (startup valuation, projections, unit economics, underwriting); Hedge Funds & Equity Research (fundamental research, earnings analysis, forecasting, investment theses); Corporate Finance & FP&A (budgeting, forecasting, variance analysis, three-statement modeling).
  • Excellent quantitative reasoning, problem-solving, written communication, and attention to detail.

Skills

Required:Financial statement analysisFinancial modelingValuation
Nice to have:M&A diligence
Last updated Oct 21, 2026. Interested? Apply on the company site.
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About Julius

AI Data Scientist

Julius is an AI Data Scientist that can analyze and visualize massive datasets, perform complex analysis like forecasting and regression, and even train ML models

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