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Senior Financial Analyst

Senior Financial Analyst

CorenzaMumbai, Mumbai (district)
2 days ago
Job description

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.
  • Peer 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.

Required Qualifications :

  • 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); ability to source and build comps independently.
  • 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.
  • Nice-to-Have :

  • MBA or a top-tier finance degree.
  • Progress toward CFA Level 1 or FMVA.
  • Advanced Excel capabilities, including dynamic arrays and macros.
  • 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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    Senior Financial Analyst • Mumbai, Mumbai (district)

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