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Our client, a global mobility platform powered by AI is looking to engage with a Consultant Investment Banking Specialists.
They are looking for experienced Consultants with strong financial domain expertise to design, test, and evaluate AI model (LLM) performance on real-world financial tasks. Evaluators will create realistic prompts, analyze model outputs, and apply structured rubrics to assess accuracy, reasoning, and professional applicability.
Key Responsibilities
• Prompt Design: Create complex, document-based prompts that reflect real financial workflows (IB, PE, AM, ER).
• Document Handling: Review, extract, and structure insights from company filings (10-K/10-Q), investor presentations, and benchmark data (PDF/CSV).
• Evaluation: Score AI model responses using objective rubrics, assigning weights and documenting rationale.
• Failure Analysis: Identify reasoning errors, hallucinations, or misinterpretations and capture detailed failure modes.
• Reporting: Summarize findings into concise, evidence-backed evaluation notes.
Duration: ~1 month
Commitment: Minimum 4 hours/day – Maximum 8 hours/day
Mode: Remote collaboration
Future Opportunity: Successful engagement may transition into a longer-term retainer model.
• 6–10 years of relevant Investment Banking experience (M&A, capital markets, or transaction advisory).
• Interest in innovation at the intersection of Investment Banking and Artificial Intelligence.
• Financial Analysis: Ability to interpret financial statements, earnings results, and KPIs.
• Valuation & Modeling: Knowledge of DCF, comps, multiples, IRR, EPS, and portfolio performance metrics (Sharpe, beta, tracking error).
• Workflows Knowledge: Familiarity with M&A;, IPOs, due diligence, portfolio allocation, and equity research outputs.
• Risk Assessment: Ability to identify financial, operational, and macroeconomic risks and catalysts.
• Prompt & Rubric Design: Experience structuring clear tasks, constraints, and measurable evaluation criteria.
• Document Analysis: Skilled at extracting evidence from large financial documents and ensuring traceability.
• Communication: Strong writing skills to produce investment notes, evaluation rationales, and failure summaries.
Preferred Background
• Former/Current professionals in Investment Banking, Private Equity, Asset Management, or Equity Research.
• CFA charterholders, FRM, MBA in Finance, or equivalent experience in financial analysis.
• Exposure to LLMs, data-driven evaluation, or prompt engineering is a plus (training provided if not).
• Knowledge of M&A;, IPOs, industry/sector analysis.
• Ability to interpret comps, transaction models, and DCFs.
• Experience summarizing trends and drafting pitchbook-style outputs.
A global mobility platform powered by AI
Investment Banking
8+ years
5
Professional services - Finance & Accounting
Professional services - Finance & Accounting
Banking
Investment Banking
Financial & Investment
PE, VC and Hedge Funds
FMCG
Professional Services - Consulting
Financial & Investment
Education & Educational Services
Professional services - Finance & Accounting
Professional services - Finance & Accounting
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