Part-time Commercial Banking Professionals - AI Residency | Mentis AI

About Us Mentis AI is at the forefront of merging institutional finance with cutting-edge AI technology. Our dedicated team, boasting extensive experience from prestigious firms such as Lazard and Partners Group, collaborates with top-tier AI research laboratories across London and San Francisco. Our mission is to enhance the reasoning, generalization, and decision-making capabilities of models in critical financial scenarios.The Opportunity As AI integrates deeply into core banking functions—from credit underwriting and borrower evaluations to facility structuring and portfolio oversight—this residency offers commercial and corporate banking professionals a unique chance to gain early insights into the development, assessment, and enhancement of advanced AI systems in institutional lending.In this role, you will:Develop Expert Benchmarks: Construct and validate real-world credit analyses, borrower evaluations, and lending frameworks that assess frontier AI systems.Evaluate Model Reasoning: Identify weaknesses in AI-generated credit analyses, pinpointing failures in logic, assumptions, or underwriting intuition.Create Evaluation Frameworks: Transform banker assessments of borrower risk, credit facility structuring, and corporate relationship management into challenges that test AI reasoning capabilities.Analyze Human vs. Machine Judgment: Methodically assess the discrepancies between professional credit evaluations and AI outputs within commercial and corporate lending.Why This Experience Is ValuableBe among the pioneers in banking who directly address how frontier AI models interpret credit underwriting and corporate lending.Cultivate a unique profile at the intersection of banking and AI—ideal for those aspiring to work within financial institutions, AI companies, or entrepreneurial ventures.Gain hands-on experience in how AI is redefining lending processes, from credit approval and borrower assessment to facility structuring and portfolio risk management.Who You Are3–8 years of professional experience in commercial or corporate banking, preferably at a major or regional bank (e.g., J.P. Morgan, Bank of America, Wells Fargo, Citi, PNC, U.S. Bank, Truist, Fifth Third, KeyBank, Huntington).A strong understanding of credit analysis and risk assessment methodologies.Demonstrated interest in AI technologies and their application in financial services.

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 Us Mentis AI operates at the dynamic intersection of institutional investment expertise and cutting-edge AI technologies. Our dedicated team merges extensive asset management experience from industry leaders, including Lazard and Partners Group, with innovative machine learning and applied AI research. With locations in London and San Francisco, we partner with top AI laboratories to enhance model reasoning, generalization, and decision-making in critical financial scenarios.The Opportunity This part-time residency is tailored for senior research analysts and portfolio managers eager to gain valuable insights into the application of AI within the insurance domain. Here, you will experience firsthand the practical use of advanced AI systems.Key Responsibilities:Prompt Development: Create and refine realistic prompts intended for junior roles to assess the relevance and quality of AI-generated insights.Human vs. Machine Evaluation: Systematically analyze discrepancies between professional insurance judgments and AI outputs across investments, underwriting, and actuarial scenarios.Framework Design: Transform the methods used by insurance professionals to assess risk, price policies, manage general account portfolios, and model liabilities into challenges that push the boundaries of AI reasoning.Expert Benchmark Construction: Develop and validate practical underwriting cases, actuarial analyses, and investment frameworks utilized to evaluate leading-edge AI systems.Why This Experience Is ValuableGain hands-on exposure to how AI is revolutionizing insurance operations, from underwriting and pricing to portfolio management and capital modeling.Be at the forefront as one of the first insurance professionals engaged in exploring how frontier AI models analyze carrier operations, risk assessment, and insurance finance.Who You AreA professional with 4+ years of experience at a prominent Property & Casualty or Life insurance carrier.Holding an Associate or VP level position in one of the following functions:Investments: Managing fixed income or multi-asset portfolios within an insurance general account, with knowledge of ALM, duration matching, and regulatory capital constraints (RBC/Solvency II).Underwriting: Engaging in the underwriting process with a strong analytical approach.

About Us: At Mentis AI, we stand at the forefront of the intersection between innovative AI systems and institutional finance. Our dedicated team boasts extensive experience from prominent firms such as Lazard and Partners Group, integrating deep financial services expertise with cutting-edge machine learning and AI research. Operating from our key locations in London and San Francisco, we collaborate with leading AI laboratories to enhance the reasoning, generalization, and decision-making capabilities of models in high-stakes financial scenarios.The Opportunity: With the rapid integration of AI into core real estate investment processes—spanning acquisitions, underwriting, asset management, debt structuring, and fund-level reporting—this residency is tailored for institutional real estate private equity (REPE) professionals eager to gain firsthand experience in the development, evaluation, and enhancement of advanced AI systems within the context of REPE investing across various property types and risk profiles.Key Responsibilities:Develop Expert Benchmarks: Construct and validate real-world underwriting models, return analyses, and investment cases to assess frontier AI systems.Stress-Test Model Reasoning: Identify weaknesses in AI-generated real estate analyses, pinpointing logical flaws, erroneous assumptions, or lapses in market intuition.Design Analytical Frameworks: Transform how REPE professionals evaluate acquisitions, structure transactions, and manage assets throughout the investment lifecycle into challenges that stretch AI reasoning capabilities.Assess Human vs. Machine Judgment: Conduct systematic evaluations of the disparities between professional real estate judgment and AI outputs across varying asset classes, risk profiles, and fund structures.Why This Experience Matters:Be among the pioneering real estate investment professionals to engage directly with how frontier AI models assess acquisitions, underwriting, and asset management.Cultivate a unique professional profile positioned at the confluence of real estate and AI—ideal for roles within funds, AI companies, or entrepreneurial ventures.Gain practical insights into how AI is transforming real estate workflows, from deal screening and underwriting to joint venture structuring, asset management, and LP reporting.

About Us Mentis AI operates at the forefront of institutional finance and advanced AI, merging extensive experience in financial services with cutting-edge machine learning and AI research. Our teams, based in San Francisco and London, collaborate with top AI laboratories to enhance decision-making processes in critical financial situations.The Opportunity As AI technology increasingly integrates into essential insurance operations—from portfolio management to underwriting and regulatory assessments—this residency offers insurance professionals a unique chance to gain practical insights into the development, evaluation, and optimization of advanced AI systems within the insurance sector.Your responsibilities will include:Constructing Expert Benchmarks: Develop and validate real-world underwriting scenarios, actuarial evaluations, and investment strategies used for assessing advanced AI systems.Stress-Testing Model Reasoning: Identify and analyze weaknesses in AI-generated insurance evaluations, uncovering flaws in logic, assumptions, or domain understanding.Designing Frameworks: Transform how insurance experts assess risks, set policy prices, manage portfolios, and model liabilities into challenges that extend the boundaries of AI reasoning.Comparing Human vs. Machine Judgment: Rigorously assess the differences between professional insurance decisions and AI outputs in various contexts such as investments and underwriting.Why This Experience Is ValuableBe among the pioneers in the insurance field working directly on how advanced AI models interpret carrier operations and risk management.Enhance your profile if you aim to bridge the gap between insurance and AI, whether at an insurance company, AI firm, or as an entrepreneur.Gain hands-on experience with how AI is transforming insurance processes, from underwriting to pricing and capital modeling.Who You ArePossess 4+ years of experience at a prominent P&C or Life insurance company.Hold an Associate or VP role in areas such as underwriting, actuarial sciences, or portfolio management.

About Us Mentis AI operates at the confluence of institutional finance and cutting-edge AI technologies. Our dedicated team merges substantial financial services experience from institutions like Lazard and Partners Group with advanced machine learning and applied AI research. Based in both London and San Francisco, we partner with leading AI research laboratories to enhance model reasoning, generalization, and decision-making in high-stakes financial scenarios.The Opportunity The integration of AI into venture capital workflows is advancing rapidly, from deal sourcing and founder assessment to market evaluation, term sheet negotiation, and portfolio development. This part-time residency offers venture capital professionals the chance to gain practical insights into the construction, evaluation, and enhancement of advanced AI systems within the framework of early and growth-stage investments.Your ResponsibilitiesDevelop Expert Benchmarks: Create and validate real-world investment memoranda, market assessments, and frameworks for evaluating founders that are utilized to assess frontier AI systems.Analyze Model Reasoning: Identify weaknesses in AI-generated venture analyses, pinpointing gaps in logic, assumptions, or investment intuition.Create Evaluation Frameworks: Translate how venture capitalists assess founders, size markets, evaluate competitive landscapes, and build portfolios across various stages and sectors into challenges that test the limits of AI reasoning.Assess Human vs. Machine Judgment: Systematically compare discrepancies between professional venture assessments and AI-generated outputs across deal evaluation, term sheet formulation, and portfolio management environments.Why This Experience MattersBe among the first venture capital professionals to engage directly with how frontier AI models interpret early-stage investing, founder evaluation, and portfolio management.Establish a unique profile for those aiming to merge venture capital with AI, whether in a fund, at an AI startup, or in entrepreneurial ventures.Gain hands-on experience in how AI is transforming venture workflows, from sourcing and due diligence to writing investment memoranda, engaging with boards, and monitoring portfolios.Who You AreA professional with 4+ years of venture capital investing experience at a prestigious VC firm (e.g., Sequoia Capital, Andreessen Horowitz, Accel, Index Ventures).

About Us Mentis AI is pioneering the integration of advanced AI technologies within the realm of institutional finance. Our expert team draws from extensive backgrounds in financial services (including firms like Lazard and Partners Group) and specializes in cutting-edge machine learning and applied AI research. With offices in London and San Francisco, we partner with top AI laboratories to enhance model reasoning, generalization, and decision-making in crucial financial environments.The Opportunity As artificial intelligence transforms core wealth management processes—from portfolio construction to client communications and integrated advisory delivery—this part-time residency invites wealth management and private client specialists to gain invaluable, hands-on exposure to the development, evaluation, and enhancement of sophisticated AI systems tailored for high-net-worth advisory and family office investing.Your Responsibilities:Expert Benchmark Construction: Develop and validate real-world portfolio analyses, financial planning frameworks, and client advisory materials to assess frontier AI systems.Model Reasoning Stress Testing: Identify weaknesses in AI-generated wealth management analyses, pinpointing logical flaws, erroneous assumptions, or shortcomings in advisory intuition.Framework Design: Convert professional practices for building customized portfolios, selecting managers, addressing tax and estate considerations, and communicating investment rationale to sophisticated clientele into challenges that stretch AI reasoning capabilities.Human vs. Machine Judgment Comparison: Evaluate discrepancies between human advisory judgments and AI outputs, particularly in asset allocation, alternative investments, financial planning, and private client scenarios.Why This Experience Matters:You will be among the pioneering wealth management professionals contributing directly to the advancement of AI models relevant to portfolio construction, financial planning, and private client advisory services.This unique opportunity positions you at the intersection of wealth management and AI, valuable for roles in RIAs, private banks, AI firms, or for those aspiring to innovate in the space.Gain practical insights into how AI is transforming advisory workflows, from asset allocation and manager selection to tax-aware investing, estate planning, and client reporting.

About Us Mentis AI operates at the cutting edge of institutional investment and advanced AI systems. Our team merges extensive asset management knowledge from industry leaders with expertise in machine learning and AI research. With offices in London and San Francisco, we partner with top-tier AI laboratories to enhance how models analyze, generalize, and make decisions in critical financial scenarios.The Opportunity This residency program is tailored for seasoned research analysts and portfolio managers seeking invaluable experience in the evolving landscape of AI within wealth management. You'll gain hands-on exposure to cutting-edge AI systems while contributing to significant advancements in the field.Your ResponsibilitiesPrompt Development: Create and refine realistic prompts to assess the relevance and quality of AI-generated insights, simulating junior analyst inquiries.Human vs. AI Evaluation: Methodically compare discrepancies between professional advisory judgments and AI outputs in areas like asset allocation, alternatives, and financial planning.Framework Design: Translate practitioner strategies for portfolio construction, manager selection, and investment communication into challenges that test AI reasoning capabilities.Benchmark Construction: Develop and validate real-world portfolio analyses and advisory materials critical for evaluating frontier AI systems.Benefits of This ExperienceGain practical insights into how AI is revolutionizing advisory workflows, including investment strategies and client reporting.Be among the pioneers in wealth management, directly engaging with how frontier AI models inform portfolio construction and financial planning.Who You AreA professional with over 5 years of experience as a Financial Advisor, Portfolio Manager, or Chief Investment Officer within a Registered Investment Advisor, private banking, or family office environment.Proficient in managing complex client relationships with significant assets under management.

About Us: At Mentis AI, we are pioneering the integration of institutional finance expertise with cutting-edge AI systems. Our dynamic team draws from extensive experience in financial services, including prestigious firms like Lazard and Partners Group, coupled with a strong foundation in machine learning and applied AI research. With operations spanning London and San Francisco, we partner with leading AI laboratories to enhance the reasoning, generalization, and decision-making capabilities of models in high-stakes financial environments.The Opportunity: As AI increasingly transforms the private credit landscape—from initial underwriting and credit approval to facility structuring and ongoing portfolio monitoring—this part-time residency offers direct lending and private credit professionals a unique opportunity to gain early, practical insight into the development, evaluation, and enhancement of advanced AI systems tailored for middle-market lending and credit fund operations.Your Responsibilities:Develop Expert Benchmarks: Construct and validate real-world credit analyses, underwriting scenarios, and portfolio monitoring frameworks to assess frontier AI systems.Stress-Test Model Reasoning: Identify weaknesses in AI-generated credit analyses by diagnosing failures in logic, assumptions, or underwriting intuition.Framework Design: Translate the methods credit professionals use to evaluate borrowers, structure facilities, and monitor middle-market entities into challenges that test the limits of AI reasoning.Assess Human vs. Machine Judgment: Systematically analyze discrepancies between professional credit evaluations and AI outputs across direct lending, unitranche, and structured credit contexts.Why This Experience Matters:You will be among the pioneering private credit professionals to engage directly with how frontier AI models reason about credit underwriting, deal structuring, and portfolio management.This role offers a unique profile for individuals looking to bridge the gap between private credit and AI, whether at a credit fund, an AI company, or through entrepreneurial ventures.Gain hands-on experience with the transformative impact of AI on credit workflows, encompassing underwriting, covenant analysis, loan documentation, portfolio oversight, and amendment processes.

About Mentis AI Mentis AI brings together institutional finance expertise and advanced AI research. With offices in London and San Francisco, the team collaborates with top AI labs to improve model reasoning and decision-making for high-stakes financial scenarios. About the AI Residency This part-time residency is designed for experienced research analysts and portfolio managers in investment banking or capital markets. The program focuses on practical applications of advanced AI in real-world financial settings. Key Responsibilities Prompt Engineering: Develop and refine realistic prompts to test the relevance and quality of AI-generated insights. Comparative Analysis: Systematically compare human judgment and AI outputs in M&A, ECM, DCM, and leveraged finance contexts. Framework Development: Translate senior bankers' transaction evaluation and deal structuring methods into challenges that push AI reasoning. Benchmark Construction: Build and validate real-world transaction analyses and valuation frameworks to measure the performance of advanced AI systems. What Makes This Role Distinct See firsthand how AI is changing deal workflows, from pitchbooks to financial modeling and closing transactions. Shape how next-generation AI models approach transaction structuring, valuation, and capital markets execution as an investment banking professional.

At Mentis AI, we are revolutionizing the intersection of finance and artificial intelligence, leveraging the expertise of our founders from Lazard and Partners Group. With offices in London and San Francisco, our mission is to bridge the gap between human insights and AI capabilities, enhancing the insurance landscape.Your Role: As an Expert AI Trainer, you will play a pivotal role in advancing AI reasoning within the insurance sector. Your specialized knowledge will contribute significantly to a structured training initiative aimed at optimizing AI applications in the insurance domain. We seek professionals with experience in major Property & Casualty (P&C) or Life insurance carriers, particularly in investments, underwriting, or actuarial science.

At Mentis AI, founded by former leaders from Lazard and Partners Group, we operate from our offices in London and San Francisco. Our mission is to integrate profound financial insights into AI model training, effectively bridging the divide between human intelligence and artificial intelligence.Role Overview: In this pivotal role, you will enhance AI-driven decision-making in the venture capital realm by leveraging your investment expertise. Your contributions will be vital in a structured research initiative focused on deal sourcing, founder assessments, market evaluations, term sheet negotiations, and portfolio development across various stages and sectors.

At Mentis AI, founded by veterans from Lazard and Partners Group, we are at the forefront of integrating financial expertise with artificial intelligence, with our offices in London and San Francisco. Our mission is to enhance AI model training by bridging the gap between human intelligence and advanced technology.Role Overview: As an Expert AI Trainer in Venture Capital, you will leverage your investment acumen to enhance AI reasoning within venture capital. Your contributions will be pivotal in a structured research initiative, focusing on deal sourcing, evaluating founders, market sizing, term sheet negotiations, and portfolio construction across various stages and sectors.

At Mentis AI, our founders hail from prestigious institutions like Lazard and Partners Group, with our headquarters strategically located in both London and San Francisco. We specialize in integrating real-world financial expertise into AI model training, effectively bridging the divide between human insight and artificial intelligence capabilities.Role Overview: As an AI Training Specialist in Wealth Management, you will leverage your extensive experience as a Financial Advisor, Portfolio Manager, or Chief Investment Officer (CIO) to enhance AI reasoning within the realms of wealth management and private client advisory. Your contributions will directly impact the training data project, showcasing how elite practitioners craft personalized portfolios, engage with high-net-worth clients, and provide comprehensive financial planning advice.

At Mentis AI, we leverage exceptional financial expertise to enhance AI model training processes. Founded by alumni from Lazard and Partners Group, our offices are located in London and San Francisco, where we work to seamlessly integrate human intelligence with artificial intelligence.About the Role: We are seeking a seasoned professional with robust institutional real estate investment knowledge to contribute to an innovative AI training initiative. This project will encompass various aspects of real estate investment including acquisitions, underwriting, asset management, and fund-level analytics, detailing the methodologies employed by top-tier real estate private equity professionals in assessing opportunities, structuring deals, and managing diverse asset portfolios.

About F2F2 is at the forefront of revolutionizing the financial industry by integrating advanced AI technologies into traditional workflows. As a critical player in the economy, large financial institutions often rely on outdated manual processes. F2 is changing this by offering a vertical AI platform specifically designed for private markets and commercial banking, transforming complex and unstructured deal materials into actionable insights quickly and efficiently.Our platform is not just another AI tool; it represents essential infrastructure incorporated into underwriting, credit, and portfolio workflows. We proudly stand as the only comprehensive platform in our sector, demonstrating substantial revenue and a strong product-market fit.Role OverviewWe are seeking a driven Enterprise Account Executive to spearhead our sales efforts within commercial banking, investment banking, and private credit sectors. In this pivotal role, you will manage the complete sales cycle for F2’s AI platform, guiding complex, multi-stakeholder sales processes from initial executive engagement through to contract signing and subsequent expansions. Your expertise will be invaluable as you advise senior banking executives on navigating AI adoption in regulated environments.You will collaborate closely with Product, Deployment, and Leadership teams to refine our enterprise go-to-market strategy, ensuring that we build, position, and scale F2 effectively across private markets and commercial banking.Ideal candidates are high-achieving professionals with extensive banking experience, capable of thriving in ambiguous situations, and possessing a deep understanding of how regulated institutions operate. Join us in shaping the future of AI in finance!

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 aptura aptura partners with Mentis AI, a team combining deep asset management experience with advanced machine learning research. Drawing on backgrounds from firms such as Lazard and Partners Group, the group operates in both London and San Francisco. Together, they work with leading AI labs to improve model reasoning, generalization, and decision-making for institutional investment settings. Part-time AI Residency: Role Overview This part-time residency is designed for senior research analysts and portfolio managers interested in the intersection of AI and private markets. The program offers hands-on exposure to advanced AI systems and their impact on investment workflows. Key Responsibilities Prompt Development: Design and refine prompts for junior staff to use in evaluating AI-generated insights. Human vs. Machine Evaluation: Analyze differences between professional investment logic and AI output. Framework Design: Translate investor decision-making into structured challenges for testing AI reasoning. Expert Benchmarking: Build and validate real financial models, return analyses, and case studies to assess advanced AI systems. What Makes This Residency Distinct Direct exposure to how AI is reshaping deal processes, from screening and due diligence to portfolio management and exits. Be among the first investment professionals to work hands-on with AI models analyzing private market scenarios. Who Should Apply 3 to 7 years of experience in Private Equity or Growth Equity at a large-cap or upper-middle market fund in Europe or the US. Currently at the Associate, VP, or Principal level (industry focus is flexible). Strong skills in financial modeling and valuation across the deal lifecycle. Demonstrated curiosity about how AI can be applied in finance. Residency Details This is a part-time role requiring approximately 15 hours per week. Location: USA.

AI Financial Modeling Extern — F2 AILocation: San Francisco, CA / In-Person or RemoteCommitment: 5+ hours per week | 4 - 12+ weeksCompensation: $50/hrAbout F2 AIAt F2 AI, we are revolutionizing private market investments. Our cutting-edge AI technology streamlines the process of analyzing complex, unstructured deal materials, transforming them into actionable, investment-grade insights in mere minutes. By empowering private credit funds, commercial banks, and private equity firms, we enable faster and more confident capital deployment. Supported by top-tier investors such as NFX and Y Combinator, we are committed to expanding our exceptional product and engineering teams, shaping the future of vertical AI for finance.Role OverviewWe are on the lookout for 1–2 exceptional externs with a strong foundation in Investment Banking or Private Equity to contribute to the development of AI-driven financial modeling on the F2 platform.In this role, you will collaborate closely with our Engineering, Product, and Design (EPD) teams in the San Francisco office to translate institutional-level financial modeling standards into automated, intelligent workflows. This hands-on experience will allow you to shape the future of AI in financial modeling.Key ResponsibilitiesEducate F2 agents on best practices for financial modeling.Create and standardize financial modeling templates optimized for AI execution using a first principles approach.Establish formatting, structure, and best practices that align with institutional modeling standards.Conduct rigorous quality assurance on AI-generated outputs to guarantee precision that meets investor expectations.Test edge cases and assist in identifying potential failures in automated modeling workflows.Ideal Candidate ProfilePossess prior experience in Investment Banking, Private Credit, or Private Equity with extensive exposure to financial modeling.Demonstrated ability to build and audit complex 3-statement, LBO, or credit models from the ground up.Strong understanding of model hygiene, structure, and institutional formatting standards.Critical thinker who enjoys analyzing model logic and stress-testing systems.Passionate about leveraging AI to enhance financial workflows.

Saris AI develops advanced AI automation for the banking sector, with teams in San Francisco, Montreal, and Toronto. The company addresses large-scale automation challenges, focusing on long-context reasoning, integrating with legacy systems, and meeting strict compliance needs. Saris AI’s AI agents are already active in production, supporting real customer workflows as the business expands. Role overview The San Francisco engineering team is seeking an Engineering Manager. This leader will guide engineers through shifting priorities and frequent ambiguity. The position involves building and leading teams, managing projects from concept to launch, and ensuring the delivery of reliable software that powers AI-driven products. What you will do Build and lead engineering teams focused on automation and AI Oversee software projects from initial idea through production launch Adapt to changing requirements and priorities as the company grows Address the technical challenges unique to deploying software in AI systems Requirements Proven experience building and leading engineering teams History of delivering software projects from start to finish Comfort working in environments where priorities and requirements shift quickly Understanding of the complexities involved in AI-driven software deployment Location This role is based in San Francisco.