Fund Finance – AI Training Project

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Mentis AI

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Artificial Intelligence • Healthcare • Finance

Mentis AI is redefining how artificial intelligence learns in the fields of healthcare, finance, and law by engaging experts in a remote, flexible work environment. It provides opportunities for professionals from various sectors, including oncology, investment banking, and legal consulting, to contribute their expertise to AI training and development. The platform emphasizes quality and confidentiality while offering competitive compensation for the work of its contributors.

1 - 10 employees

🤖 Artificial Intelligence

💸 Finance

📋 Description

• Build and refine fund and portfolio models in Excel • Complete or extend partially built portfolio monitoring tools and fund models • Design end-to-end models that reflect actual PE/VC funds and reporting needs • Work directly with an Excel-focused AI agent • Draft realistic prompts and scenarios using the language and instructions a PE/VC fund finance professional would naturally use in Excel (for example, consolidating quarterly portfolio KPIs into a fund-level view, modelling fund flows) • Compare a 'golden' version of the expected output and compare it to what the AI agent generates • Identify mistakes, missing logic, poor structuring, or subtle quality issues and explain clearly what a good answer should look like • Document findings and feedback to help improve how the AI agent handles real private markets use cases

🎯 Requirements

• Minimum of 3 years’ experience in: • - Private equity or venture capital fund finance, fund administration, or fund operations • - Managing portfolio company reporting and fund-level data, primarily in Excel • - Strong Excel proficiency applied in a PE/VC context. • - High attention to detail and clear written communication in English • - No prior AI experience required

🏖️ Benefits

• Competitive hourly compensation, aligned with experience with weekly payments • Flexible, remote work that can sit alongside an existing role • Opportunity to directly influence how AI supports fund reporting in Excel