Ingeniosi

Investment Banking / Finance Professional — AI Research

Remote, United States remote Entry Salary not listed
remote Technology & IT Curated
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About the role

Investment Banking / Finance Professional — AI Research
About the Role
We are looking for experienced finance professionals to collaborate with our AI research team in the development, validation, and refinement of financial analysis and modeling capabilities. This role is ideal for individuals with a strong background in investment banking, private equity, corporate finance, or credit-focused roles who are interested in applying their expertise to cutting-edge AI systems.
You will act as a subject-matter expert, ensuring that financial models, assumptions, and outputs generated by AI meet institutional-grade standards.
Key Responsibilities
Review, validate, and improve AI-generated financial models and analyses

Evaluate financial statements in accordance with GAAP standards

Identify inaccuracies in assumptions, logic, and structure within financial models

Provide expert feedback on valuation, capital structure, cash flow modeling, and debt analysis

Compare scenarios and stress-test financial outputs generated by AI systems

Collaborate with researchers to improve model accuracy and financial reasoning

Required Qualifications
3–5+ years of professional experience in:
Investment Banking

Private Equity

Corporate Finance

Private Credit, Structured Finance, or Debt-related roles

Strong understanding of GAAP and financial statement analysis

Advanced Excel skills, including complex financial modeling

Ability to clearly articulate financial reasoning and assumptions

High attention to detail and strong analytical judgment

Preferred Qualifications
Experience building or reviewing 3-statement financial models

Background in valuation methodologies (DCF, comparables, precedent transactions)

Experience with leveraged finance or credit analysis

Prior exposure to AI tools or data-driven financial analysis (nice to have, not required)

Engagement Details
Remote, contract-based engagement

Flexible commitment of 18–40 hours per week

Minimum initial commitment of 1 month, with opportunity for ongoing collaboration

Who This Role Is Best Suited For
Finance professionals seeking flexible, high-impact work

Former or current bankers, investors, or credit professionals

Individuals interested in contributing domain expertise to AI research without a traditional finance role structure

Originally posted on Himalayas

Interview prep

Walk in with sharper answers.

Use this as a quick practice sheet before you speak with the employer.

Role
Technology & IT Excel Finance Remote Collaboration Investment Banking remote

Likely questions

  1. Tell us about work you have done that is close to the Investment Banking / Finance Professional — AI Research role.
  2. How would you approach your first 30 days at Ingeniosi?
  3. Which of Excel, Finance and Remote Collaboration have you used recently, and what did it help you achieve?
  4. Describe a time you solved a problem without waiting to be told exactly what to do.
  5. How do you stay organised and communicate clearly when working remotely?

Prepare before the call

  • A recent example that proves your experience with Excel, Finance and Remote Collaboration.
  • One short story with a problem, your action, and the result.
  • Two examples that show the strengths listed on your CV.
  • A clear reason why this role and company interest you.
  • Your availability, preferred work style, and salary expectations.

Ask them

  • What would success look like in the first 90 days?
  • What are the main problems this hire should help solve?
  • How does the team give feedback and measure good work?
  • What does a normal working week look like for this role?
Practice line

I am interested in the Investment Banking / Finance Professional — AI Research role because I can bring practical experience in Excel, Finance and Remote Collaboration, learn the team quickly, and contribute to the outcomes Ingeniosi needs from this hire.

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