Tekshapers · 4 hours ago
Financial Analyst
United States
Contract
Remote
Senior Level, Lead/Staff
12+ years expTekshapers is seeking a Finance Domain Expert to join their team. The role involves collaborating with AI and engineering teams to define financial workflows, create evaluations for these workflows, and assess the capabilities of financial models in handling complex tasks.
Software
Hiring Manager
Iyyappa Swamy
Responsibilities
Collaborate with our AI and engineering teams to define the most common research-based workflows within your specific domain (e.g., M&A deal analysis in Investment Banking, company valuation in Equity Research, portfolio construction in Asset Management)
Develop and create comprehensive evaluations and test cases to assess the completion of these defined workflows. This involves specifying inputs, expected outputs, and the criteria for success
Design evaluations to assess the key capabilities of the LLM in handling complex financial tasks, including data extraction, financial statement analysis, market trend identification, and risk assessment
Provide guidance on identifying and curating high-quality financial data and content that is essential for training and fine-tuning the LLM
Work closely with the product team to provide constructive feedback on the LLM's performance and suggest improvements to enhance its accuracy and relevance
Qualification
Required
12+ years of practical, professional experience in Investment Banking, Private Equity, Asset Management, or Equity Research
Strong analytical and critical thinking abilities to break down complex financial processes into logical, measurable steps
Excellent communication skills and the ability to articulate complex financial concepts to a non-finance audience
A basic understanding of AI, machine learning, or experience working with technical teams
Working experience on AI/LLM financial models to build fintech applications and exposure
Knowledge of Ruberics, Data annotations and prompt engineering which can be applied on products and services to ensure quality services and desired outputs
Meticulous attention to detail for creating accurate and robust evaluation criteria
Preferred
Experience with M&A, capital markets, or corporate finance in Investment Banking
Experience with deal sourcing, due diligence, and portfolio management in Private Equity
Experience with portfolio management, investment strategy, or quantitative analysis in Asset Management
Experience with company analysis, financial modeling, and report writing in Equity Research
Company
Tekshapers
Tekshapers was founded in 2009, an MI, USA based Information Technology Company and our primary objective is to provide sophisticated business solutions to a group of companies worldwide.
501-1000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase