AI Finance Researcher, MBA Student

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

⏱ Part Time

⚪️ Entry-level

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 12%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Julius Baer

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1890

💼 Consulting

🏦 Banking

💸 Finance

Consulting • Banking • Finance

Julius Baer is a leading Swiss private banking group that specializes in wealth management and private banking services for high-net-worth individuals and families. With a strong emphasis on personalized financial advice and investment solutions, the bank aims to help clients preserve and grow their wealth over generations.

📋 Description

• 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 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 requiring interpretation of incomplete data, reconciliation of conflicting information, and defensible financial judgments • Identify weaknesses in advanced AI models by evaluating calculations, assumptions, analytical approaches, and financial conclusions • Develop expert solutions, scoring criteria, and research benchmarks to measure AI performance

🎯 Requirements

• Currently enrolled in a Top 25 MBA program or a recent graduate • Preferably concentrated 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 DCF valuation, LBO modeling, comparable company analysis, M&A, transaction due diligence, startup valuation, financial projections, market sizing, unit economics, investment underwriting, fundamental research, earnings analysis, investment thesis development, budgeting, variance analysis, financial planning, management reporting, or three-statement modeling • Excellent quantitative reasoning, problem-solving, written communication, and attention to detail • Proficiency in Excel financial modeling and tools such as Capital IQ, Bloomberg, FactSet, PitchBook, or financial planning software is preferred • Interest in artificial intelligence, large language models, and AI applications in financial services is preferred • Must currently be authorized to work in the United States

🏖️ Benefits

• Ability to work remotely • Part-time availability of 20 hours per week • Flexible interview scheduling, including weekends • Optional introductory video submission • Opportunity to contribute to improving advanced AI systems’ financial reasoning capabilities