Financial Research & Diligence SpecialistCorenza • Republic Of India, IN
Financial Research & Diligence Specialist
Corenza • Republic Of India, IN
30+ days ago
Job descriptionPeer Review (20%) : Act as “quality captain” on rotation, reviewing team outputs to ensure accuracy and consistency. Knowledge Sharing (10%) : Document innovations, efficiencies, and insights in the team playbook to support scale and consistency. 2–4 years of experience in Investment Banking, Private Equity, Big 4 Transaction Services, or Equity Research. Proficiency with financial data platforms (e.G., CapIQ, FactSet, PitchBook); Intermediate Excel skills (XLOOKUP, INDEX MATCH) and PowerPoint formatting (e.G., slide master usage). Strong attention to detail, particularly when working with AI-generated content. Excellent written English for client-facing communications and deliverables. MBA or a top-tier finance degree. Progress toward CFA Level 1 or FMVA. Advanced Excel capabilities, including dynamic arrays and macros.
About Company
An AI-driven platform that enhances research and due diligence processes for financial institutions, make more informed, data-backed decisions efficiently
Job Description
We are seeking a detail-oriented Financial Analyst to develop, quality-check, and refine AI-generated deliverables for our financial services clients. This role combines financial analysis, prompt engineering, and peer review in a fast-paced, AI-enhanced environment.
Key Responsibilities :
- Workflow Execution (40%) : Build and quality-control customized research and financial analysis workflows using predefined templates.
- AI Prompting (30%) : Design, test, and refine prompts for large language models;
ensure ≥40% AI-content utilization in final deliverables.
Required Qualifications :
ability to source and build comps independently.
Nice-to-Have :
Mandatory Requirement
Primary Job Profile : Investment Analysis
Technical Skills : FP&A, Investment analysis
Candidate Industry Requirement : PE / VC / AMC / IB
Candidate Location Requirement : Remote
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Financial Specialist • Republic Of India, IN
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