Banking Specialists Manager

Join Our Team at BrexBrex is a cutting-edge AI-driven spend platform that empowers businesses to manage their expenditures with confidence. We provide integrated corporate cards, banking solutions, and global payment options, alongside user-friendly software for travel and expenses. Our platform is trusted by tens of thousands of companies, from startups to large enterprises, including notable names like DoorDash, Flexport, and Compass. With Brex, businesses can proactively manage spending, minimize costs, and enhance operational efficiency on a global scale.At Brex, you will have the opportunity to challenge yourself, disrupt the norm, and collaborate with some of the brightest minds in the industry. We are dedicated to fostering a diverse team and an inclusive culture, believing that your potential should only be limited by your imagination. We support your career growth by equipping you with the necessary tools, resources, and encouragement.Sales at BrexOur sales team is the driving force behind Brex’s growth. We attract new clients, enhance existing partnerships, and contribute significantly to the company’s financial success. With limitless territories and uncapped earning potential, your ambitions can reach new heights. We celebrate our successes together and recognize outstanding performance. If you want to sell a revolutionary product where you can take ownership, this is the team for you.Your RoleAs the Banking Specialist Manager, you will lead and expand a high-achieving team of Banking Specialists dedicated to promoting the adoption of Brex’s business account offerings, including checking, treasury, and sweep products. The Banking Specialist team plays a crucial role in increasing Assets Under Management (AUM), enhancing customer relationships, and maximizing long-term revenue across Brex’s clientele.In this leadership position, you will coach, develop, and inspire a team that works closely with Founders, CFOs, Controllers, and other senior finance executives. You will blend strategic leadership with hands-on deal support, operational excellence, and cross-department collaboration to ensure your team surpasses targets while delivering an exceptional customer experience. This role is perfect for a leader who thrives in dynamic fintech or banking environments, possesses robust financial services expertise, and is passionate about nurturing teams that serve as trusted financial advisors to clients.Key ResponsibilitiesManage, mentor, and coach a team of Banking Specialists to consistently meet and exceed AUM and revenue objectives.Promote a culture of accountability, continuous improvement, and customer-centric sales.Conduct regular one-on-ones, deal reviews, pipeline evaluations, and performance coaching.Oversee team performance against established metrics and drive strategic initiatives.

Why join usAt Brex, we are revolutionizing the way businesses manage their finances with our AI-powered spend platform. Our integrated corporate cards, banking solutions, and global payment options empower companies—from ambitious startups to established enterprises like DoorDash, Flexport, and Compass—to spend confidently, optimize costs, and enhance efficiency on a global scale.Joining Brex means pushing the boundaries of innovation, challenging conventional wisdom, and collaborating with some of the brightest minds in the industry. We are dedicated to fostering a diverse and inclusive culture, believing that your potential should only be limited by your ambitions. Here, we equip you with the tools, resources, and support necessary to advance your career.Sales at BrexSales serve as the growth engine at Brex. We attract new customers, deepen existing relationships, and enhance the company’s profitability. With unlimited territories and uncapped opportunities, your drive defines your success. We celebrate our achievements together and recognize outstanding performance. If you’re eager to promote a category-defining product and take ownership of your role, you’ll thrive on our team.What you’ll doAs a Banking Specialist on our newly established Banking Team, you'll collaborate directly with Founders, Co-Founders, C-Suite Executives, VPs of Finance, and Controllers to generate new revenue by optimizing their use of our suite of business account products. As a key member of the team, you'll work closely with our customers to upsell our checking, treasury, and sweep products, significantly contributing to Brex’s overall growth by increasing total assets under management (AUM).Your role will involve engaging with a diverse range of companies, from emerging startups to large mid-market and enterprise clients.Where you'll workThis position is based in our San Francisco or New York City office. We operate in a hybrid work environment that blends the energy and networking opportunities of in-office work with the flexibility of remote work. Currently, we require a minimum of two coordinated days in the office per week, specifically on Wednesdays and Thursdays. Starting February 2, 2026, this will increase to three days—Monday, Wednesday, and Thursday. Additionally, we offer up to four weeks of fully remote work each year!

SoFi is looking for a Senior Product Manager to guide product development within the Commercial Banking division. This position is based in Seattle, WA or San Francisco, CA. Role overview This role centers on leading the creation and improvement of commercial banking products. The Senior Product Manager works closely with teams across the company to set the product vision, shape strategy, and build a clear roadmap that matches business goals. Key responsibilities Define and communicate product vision and strategy for commercial banking offerings Collaborate with cross-functional partners to ensure alignment with business objectives Drive product initiatives from early concept through launch Use data and analytics to monitor and optimize product performance Location This position is available in Seattle, WA or San Francisco, CA.

Join our dynamic team at Plaid as an Account Manager specializing in Banking and Wealth. In this pivotal role, you will be responsible for building and maintaining strong relationships with our clients, ensuring their needs are met while promoting our innovative financial solutions. Your expertise will help guide our clients in navigating the complexities of the financial landscape, driving their success and enhancing their experience with our platform.

Join Mercury as a Compliance Risk Manager within our Banking Advisory team, where your expertise will guide financial institutions in navigating complex regulatory landscapes. You will work collaboratively with clients to develop compliance strategies, assess risks, and implement effective controls to mitigate potential issues.Your role will involve analyzing compliance frameworks, conducting risk assessments, and providing actionable insights to enhance the client’s operational integrity. As a key member of our team, you will also stay abreast of evolving regulations and industry trends, ensuring our advisory services remain relevant and impactful.

Join our client, a prominent U.S.-based commercial bank renowned for its comprehensive financial services, with particular expertise in international trade and small business lending. They provide a diverse range of products including export-import financing, commercial real estate loans, business and personal checking and savings accounts, as well as cutting-edge digital banking solutions. The bank is on the lookout for skilled Relationship Managers to bolster their expanding team. As a Relationship Manager, you will play a pivotal role in originating, managing, and enhancing the bank’s portfolio. Your focus will be on businesses requiring operating lines of credit, equipment financing, working capital, and other lending structures secured by real estate collateral. You will also assess, evaluate, and either approve or recommend customer applications for commercial loans.Beyond technical lending proficiency, the ideal candidate will act as a trusted advisor to business owners. Possessing strong business acumen, patience, innovative thinking, and a deep understanding of clients’ operations and financial needs is essential. This is not a conventional banking role; we seek a thoughtful, solutions-oriented advisor capable of creatively leveraging the bank’s products and confidently proposing effective loan structures.

Employee Applicant Privacy NoticeAbout Us:Join us in shaping a brighter financial future. Together with our members, we are revolutionizing personal finance and changing how individuals interact with their finances.As a next-generation financial services company and national bank, we leverage innovative, mobile-first technology to empower millions of members to achieve their financial goals. We are at the forefront of an unprecedented transformation in the industry and take pride in knowing that our work directly impacts people’s lives. Join us to invest in yourself, your career, and the financial landscape.The Role:We are constructing our Commercial Banking division from the ground up and are in search of a Director of Product Management to spearhead the strategy, architecture, and implementation of our cutting-edge business banking platform.This pivotal 0→1, company-level role will define how businesses manage and move their funds across modern systems — including Wires, ACH, FedNow, and emerging real-time/stablecoin payment solutions. You will establish the vision, direct the roadmap, and deliver the experiences and infrastructure essential for our commercial clients to operate effectively.You will work independently, influence executive strategies, and oversee complex, regulated financial systems from inception through to scalability. Your Responsibilities Will Include:Defining the multi-year product vision and roadmap for Commercial Banking.Owning and delivering client-facing experiences, APIs, and end-to-end platform solutions, including business accounts, payment rails (Wires, ACH, FedNow), treasury capabilities, and APIs.Leading 0→1 product development from discovery through launch and scaling.Managing and developing a product team to drive the roadmap and execution as the business grows.Collaborating cross-functionally with Business, Engineering, Risk, Compliance, Treasury, Finance, Sales, and Operations teams to realize the product roadmap.Translating regulatory and operational challenges into seamless product solutions.Driving measurable outcomes: adoption, volume, reliability, cost efficiency, and risk performance.Influencing company strategy and mentoring other Product Managers.

Position OverviewJoin us at saris-ai as a Senior Product Manager, where you will play a pivotal role in crafting, documenting, and implementing intricate banking back-office workflows. This position encompasses comprehensive product development focused on lending and deposit processes.You will bridge the gap between lending regulations, operational methodologies, and business objectives by translating these into detailed product specifications, data models, validation criteria, design prototypes, and automation setups that engineering and operations teams can seamlessly execute.Additionally, you will spearhead user experience research initiatives and leverage AI-driven design tools to efficiently produce workflow prototypes and interaction specifications that serve as a foundation for engineering teams.

Why Join UsBrex is revolutionizing the way companies manage their finances with our AI-driven spend management platform. We offer an integrated suite of corporate cards, banking solutions, and global payment options, complemented by user-friendly software for travel and expenses. Trusted by tens of thousands of businesses, from startups to large enterprises like DoorDash and Flexport, Brex empowers organizations to take control of their spending, minimize costs, and optimize financial efficiency on a global scale.At Brex, you will have the opportunity to challenge yourself, disrupt the status quo, and collaborate with some of the brightest minds in the industry. We are dedicated to fostering a diverse and inclusive workplace, ensuring that your potential is only limited by the size of your aspirations. We equip you with the necessary tools, resources, and support to advance your career.About Product at BrexThe Product Team drives Brex's mission to empower employees everywhere to make informed financial decisions. We leverage our deep business knowledge to identify and prioritize significant opportunities for growth. Our responsibility includes aligning cross-functional teams—covering Engineering, Legal, Compliance, and Design—on essential product decisions. We define the strategy and oversee the product lifecycle from concept to launch, facilitating Brex's rapid growth and enhancing our customers' success.Your RoleAs the Director of Product Management for Banking & Accounts Payable, you will be pivotal in shaping the strategy for one of Brex's most vital platforms: the Operating Account, which integrates Banking and Accounts Payable. This platform is essential for our clients, managing over $10 billion in deposits and processing more than $1 billion in transactions monthly. You will be responsible for the comprehensive product vision and execution across customer accounts, money movement, treasury services, liquidity management, accounts payable processes, and compliant banking solutions.Your strategic insights will guide Brex in establishing a competitive edge by transforming banking and payables into an interconnected system that clients prefer for their financial operations. By aligning product features with customer purchasing preferences, partner networks, and market segments, you will enhance Brex’s differentiation and solidify our position at the heart of business finance.Your leadership will involve setting a long-term platform strategy, mentoring a team of Product Managers, and collaborating extensively with Engineering, Design, GTM, Risk, Legal, Compliance, Finance, and external banking partners.

Job OverviewWe are seeking a dynamic and results-driven Director of Sales and Account Management to lead our banking sector initiatives at info-ways. This role requires a strategic leader with a proven track record in sales and account management, particularly within the banking industry. You will be responsible for developing and implementing sales strategies, driving revenue growth, and ensuring exceptional client satisfaction.

About AirwallexAirwallex stands as the premier unified payments and financial platform for businesses seeking to operate on a global scale. Our innovative blend of proprietary infrastructure and advanced software equips over 200,000 enterprises worldwide—such as Brex, Rippling, Navan, Qantas, and SHEIN—with comprehensive solutions for managing business accounts, payments, expenditure, treasury, and embedded finance efficiently.Founded in Melbourne, Airwallex boasts a dynamic team of over 2,000 tech innovators across 26 international offices. With a valuation of US$8 billion and support from prestigious investors like T. Rowe Price, Visa, Mastercard, and Sequoia, we are at the forefront of shaping the future of global payments and financial services. If you are prepared to undertake the most ambitious chapter of your career, we invite you to join us.

At Mercury, we are redefining the banking stack for startups, emphasizing a meticulously crafted, straightforward, and powerful product experience. We envision a future where financial software operates seamlessly on your behalf. Mercury's API serves as the conduit for our most ambitious clients to engage with us programmatically: retrieving transaction data, managing accounts, and integrating with AI-driven workflows through tools like MCP. Our goal is to create a Mercury that can converse with customers and AI agents, answering queries and facilitating actions. We are in search of a dynamic Product Manager to spearhead Mercury's API, oversee integrations with the wider AI and developer tool ecosystem, and innovate AI-powered product experiences that render Mercury both programmable and intelligent. This position is ideal for individuals with a background in API and AI development who recognize the potential of making banking programmable as one of today's most intriguing product challenges. *Mercury operates as a fintech company and is not an FDIC-insured bank. Banking services are provided through Choice Financial Group and Column N.A., Members FDIC. Key Responsibilities: Lead the roadmap for Mercury's API, transitioning it from niche, read-heavy usage to a robust platform that empowers customers to innovate on top of Mercury. Formulate Mercury's strategy for engagement with the broader ecosystem of AI tools and developer platforms, determining capability exposure, integration prioritization, and our standing in agentic workflows. Envision how AI can transform customer interactions with their finances within Mercury, from asking questions about their business to executing actions autonomously. Gain a comprehensive understanding of how Mercury's most technical customers currently utilize our API and identify unmet needs. Collaborate with engineering teams to make informed technical decisions regarding API design, data access, and capabilities, ensuring clear communication and understanding. Work closely with Mercury’s growth and partnerships teams to position our API and AI products as key competitive advantages in customer acquisition and retention. Thriving in a fast-paced environment where leadership is deeply invested in this domain and expects innovative thinking and rapid execution. Qualifications for Success: A genuine enthusiasm for the evolving landscape of AI and its implications for financial technology.

Slash Financial is building the future of business banking from its San Francisco office, combining traditional financial dependability with modern technology. The company designs tailored financial infrastructure for businesses, moving beyond generic banking tools by integrating industry-specific software, stablecoins, and AI-driven workflows. Founded in 2021, Slash already processes billions in annual transactions and has raised over $60 million from top investors. The team draws on experience from fintech leaders and successful entrepreneurs, working together in a collaborative, in-person environment. Role overview The Product Manager will play a central role in shaping business banking products at Slash. This position requires managing challenges across several business areas, not just a single product domain. The work involves close collaboration with customers to understand their workflows, identify high-impact opportunities, and translate those insights into practical, user-friendly solutions. What you will do Work with customers to uncover needs and pain points in their financial operations Transform insights into impactful products, from core banking systems to features powered by AI and new technologies Partner with a focused team of engineers and designers to move quickly from concept to execution, maintaining quality and attention to detail Collaborate with Sales, Marketing, and Customer Success to ensure products deliver real value and business results Take broad ownership across product areas, helping evolve Slash’s financial operating system Team and culture Slash values a strong in-person culture, with its headquarters in San Francisco and an office in New York City. The team includes experts from companies like Cash App, Brex, and Finix, as well as founders who have built and scaled their own ventures. Product Managers at Slash are expected to balance speed with craftsmanship, working closely with colleagues to redefine how businesses interact with money in an automated, intelligent world.

Mercury is looking for a Senior Product Marketing Manager to focus on API and Agentic Banking. This role is open to candidates based in San Francisco, New York, Portland, or working remotely from Canada or the United States. Key responsibilities Develop product stories that highlight the value of Mercury’s API and Agentic Banking offerings. Design and run go-to-market strategies for both new and existing products. Collaborate with engineering, sales, and customer success teams to align product direction with what the market needs. Create messaging that drives product adoption and connects with customers. Team collaboration This position works closely with cross-functional groups to help ensure Mercury’s products meet and aim to exceed customer expectations.

About Saris AIAt Saris AI, we are pioneering the future of work within the banking sector from our innovative bases in San Francisco and Montreal. Our applied AI startup is tackling an unprecedented $100 billion annual challenge, which is rapidly expanding, by pushing the limits of multi-turn AI agent systems.Our mission is to address complex automation challenges that necessitate long-context reasoning, tool orchestration across legacy systems, and stringent compliance protocols—where solutions are not yet defined.With a proven track record, we've successfully deployed real agents that manage actual customer workflows. As we expand our customer base and scale our operations, we seek highly technical individuals eager to make a significant early impact.The RoleWe are in search of a dynamic AI Product Manager specializing in Implementation and Onboarding to spearhead AI transformation initiatives in the back offices of banks and credit unions. You will be responsible for guiding customers through their transformation journeys, from initial scoping to full AI deployment, ensuring seamless execution and optimal return on investment. This role merges client-facing collaboration with product-centric documentation and delivery.This position encompasses both customer engagement and product scoping.Your Mission IncludesOverseeing onboarding and implementation across customer departments, ensuring that timelines, scopes, and expectations are synchronized.Conducting discovery calls to identify use cases, edge cases, and integration requirements.Drafting product scoping documents and comprehensive blueprints for agentic AI workflows.Engaging with executive stakeholders, offering clear and compelling insights on how Agentic AI contributes to measurable ROI and transforms operations on a large scale.Collaborating with cross-functional teams including sales, customer success, and product to guarantee customer satisfaction.Who You Are5+ years of experience in implementation, product management, consulting, or enterprise onboarding—preferably with AI products in the banking or credit union sector.Domain experience within the U.S. banking or credit union landscape.Proficient in workflow mapping, use case identification, and translating client needs into product specifications.Excellent communication skills to convey technical concepts effectively to diverse stakeholders.

About Mercury: Mercury is an innovative financial technology company dedicated to developing cutting-edge banking solutions for ambitious businesses. Since our inception as a startup banking platform, we've evolved significantly, now managing tens of billions in deposits. We are excited to announce our next venture: pursuing a de novo bank charter to operate as a fully licensed bank. This is a pivotal moment in our journey. As we transition from fintech to a fully operational bank, we are focused on constructing institutional-grade accounting systems from the ground up. This foundational work begins with this role. Note: Mercury operates as a fintech company and is not an FDIC-insured bank. Banking services are provided through Choice Financial Group and Column N.A., both members of FDIC. The Role: As the Bank Controller, reporting directly to the Corporate Controller, you will take charge of the accounting function for Mercury's banking operations. This is a key leadership position where you will establish the policies, processes, systems, and team necessary for Mercury to function as a fully regulated and insured depository institution. You will be at the crossroads of technical accounting, regulatory compliance, and operational development. This is not a role for those looking to maintain existing functions; it is for those who aspire to architect and innovate while collaborating closely with our Engineering and Product teams. What You'll Do: Bank Accounting Infrastructure Craft and implement the Chart of Accounts, general ledger structure, and subledger architecture for the bank entity, ensuring alignment with call report and regulatory reporting requirements. Establish bank-specific accounting policies related to investment securities (ASC 320/326), loan accounting, interest income accruals, ALLL/ACL methodology, and fee recognition. Develop the bank's financial closing processes and reconciliation frameworks. Regulatory and Call Report Compliance Lead the preparation of FFIEC Call Reports (FFIEC 031/041), FR Y-9C, and other regulatory financial submissions on a quarterly basis. Act as the primary accounting subject matter expert during regulatory examinations (OCC, FDIC, Federal Reserve), addressing examiner queries and managing remediation items. Implement and maintain the bank's accounting policy manual in conformity with GAAP, regulatory guidelines, and safety standards. Collaborate with Treasury on ALM reporting, liquidity coverage ratios, and interest rate risk disclosures. Financial Reporting and Controls Design comprehensive financial reporting frameworks and monitor internal controls to ensure accuracy and compliance. Oversee the preparation and analysis of the bank's financial statements, ensuring transparency and adherence to regulatory standards.

At Mercury, we are on a mission to revolutionize the financial landscape for startups by developing a comprehensive suite of financial tools. Our team is dedicated to creating user-friendly dashboards that emphasize clarity and functionality. Explore our demo dashboard at www.demo.mercury.com. Behind the scenes, we maintain a vast network of partners that our users may not see, requiring considerable investment in product development, regulatory compliance, and operational efficiency. This is where our Product Partnerships team plays a vital role. We manage Mercury’s external relationships and optimize our collaborative workflows to ensure satisfaction for our customers, partners, and team members. As the Staff Product Partnerships Manager at Mercury Bank, you will take ownership of our strategic partner portfolio that is essential to our core banking framework and our journey toward becoming a fully-fledged bank. This portfolio includes relationships with key banking providers, infrastructure partners, and essential regulatory entities that support our chartered bank model. This position is highly cross-functional, bridging product, engineering, compliance, legal, operations, and executive leadership. You will be the main liaison for our partners, advocating for their capabilities, constraints, and needs within Mercury. Your role will involve translating intricate regulatory and technical partner considerations into clear internal processes and ensuring their execution with precision and collaboration. In addition to overseeing our existing partnerships, you will be instrumental in identifying, assessing, and integrating new partners that align with Mercury’s long-term banking objectives. This will encompass market analysis, due diligence, contract negotiations, and ongoing relationship management. Your blend of regulatory expertise, product insight, operational acumen, and interpersonal skills will be crucial in building a robust, compliant, and scalable banking infrastructure for Mercury. We aspire for our users to describe banking with Mercury as secure, reliable, thoughtful, and perhaps even magical. Your mission will be to ensure that our core banking and regulatory partners can uphold these standards as we grow. *Mercury is a fintech company, not an FDIC-insured bank. Banking services are provided through Choice Financial Group and Column N.A., Members FDIC.

About Us:At Parafin, our mission is to empower small businesses by providing them with the financial tools they need to thrive. Traditional banking systems often overlook the unique needs of small enterprises, which is why we have developed innovative technology that simplifies access to essential financial solutions through existing sales platforms. We collaborate with leading companies such as DoorDash, Amazon, Worldpay, and Mindbody, enabling their small business users to leverage fast, flexible funding, effective spend management, and savings tools through seamless integration.Our dynamic team is composed of experts from renowned companies like Stripe, Square, Plaid, Coinbase, and Robinhood, all driven by a shared commitment to create impactful tools for small businesses. Backed by prominent venture capitalists including GIC, Notable Capital, Redpoint Ventures, Ribbit Capital, and Thrive Capital, Parafin is a Series C firm that has successfully raised over $194M in equity and $340M in debt facilities.Join us in crafting a future where every small business has access to vital financial resources.About the Position:As a Senior Software Engineer at Parafin, you will be instrumental in building, scaling, and maintaining our cutting-edge financial infrastructure. This role provides the unique opportunity to collaborate across various engineering teams to design and develop robust, secure, and high-performance systems that support our embedded financial products. You will face significant technical challenges, mentor fellow engineers, and help shape the strategic direction of our technology stack.Key Responsibilities:Create a modern banking experience for small and medium-sized businesses, including bank accounts, savings accounts, and credit cards, all integrated into a user-friendly interface with real-time capabilities.Collaborate with external partners to enhance integration capabilities and improve user adoption, while customizing program features through rewards and AI capabilities.Develop end-to-end features, create internal tools that enhance operational efficiency, and conduct customer analytics that directly influence business outcomes.What You’ll Do:Design, build, and maintain scalable and reliable backend systems.Lead and manage technical projects from inception to completion, ensuring quality and timely delivery.

About Us Mentis AI operates at the forefront of institutional investment and advanced AI technologies. Our team merges extensive asset management experience from top firms like Lazard and Partners Group with cutting-edge machine learning and AI research. Based in London and San Francisco, we partner with premier AI laboratories to enhance the reasoning, generalization, and decision-making capabilities of models within critical financial environments.The Opportunity This unique residency is tailored for seasoned research analysts and portfolio managers eager to gain invaluable insights and practical experience in integrating AI into their field, utilizing sophisticated AI systems.Your responsibilities will include:Prompt Development: Create and refine realistic prompts that a junior team member would use to assess the relevance and quality of AI-generated insights.Human vs. Machine Evaluation: Methodically examine the differences between professional investment reasoning and AI-generated results across corporate, SME, and retail banking sectors.Framework Design: Transform the methods commercial banks use to engage clients, structure loans, and manage risk into complex challenges that push the boundaries of AI reasoning.Benchmark Construction: Develop and validate practical credit scenarios, client engagement systems, and portfolio management frameworks that assess frontier AI systems.Why This Experience Is InvaluableGain hands-on experience in how AI is transforming workflows in commercial banking, from client onboarding to credit assessment and risk supervision.Join a pioneering group of institutional investment professionals at the cutting edge of AI's impact on borrower assessments, transaction evaluations, and balance sheet risk management across various banking segments.Who You AreA minimum of 4 years of experience with a prominent long-only institutional investment manager (e.g., JPMorgan Chase, Bank of America, Wells Fargo, Citibank, U.S. Bank, Capital One, PNC Bank, Goldman Sachs, Truist Bank, TD Bank)Current role as a Senior Credit/Risk Analyst or Product ManagerExtensive knowledge in corporate, SME, or retail banking, particularly in credit analysis, lending products, and balance sheet/risk management.

About Mentis AI:Founded by former executives from Lazard and Partners Group, Mentis AI operates from its headquarters in London and San Francisco. We integrate our extensive expertise in finance, healthcare, and law into the training of AI models, effectively bridging the divide between human and artificial intelligence. We are currently seeking Corporate Finance professionals who are eager to influence the application of AI within financial workflows through specialized training.What We Seek:2–3 years of experience in Investment Banking or related Corporate Finance roles.Exceptional financial modeling and valuation capabilities in Excel.Meticulous attention to detail, coupled with strong summarization and written communication skills.Comprehensive understanding of financial statements, valuation techniques, and financial modeling.Proficient in data extraction and interpretation from filings, earnings reports, and investor presentations.Ability to produce structured analytical outputs with clear methodological explanations.Project Overview:Craft and develop financial analysis scenarios tailored to your expertise.Generate annotated financial models that clearly articulate analytical logic.Organize data extraction and analysis tasks from publicly available company materials.Assess AI-generated outputs for precision and quality.Commit to a minimum of 10 hours per week.Engage in a remote, asynchronous contract.Contribute to a groundbreaking research initiative with a leading AI laboratory, enhancing AI capabilities in corporate finance modeling.Primary Responsibilities:Design and evaluate complex financial scenarios and prompts to improve AI reasoning abilities.Construct, modify, and annotate financial models to illuminate key logic and decision-making processes.Review and validate tasks assigned with a high degree of accuracy.Ensure well-organized documentation and adherence to internal standards.Why Join Us?Play a pivotal role in shaping the future of AI in finance.Gain firsthand insights into the training and development of AI models.