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Weekday AI (YC W21)
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Senior Financial Analyst

Senior Financial Analyst

Weekday AI (YC W21)

4 years

0 Lacs

India

Posted:20 hours ago| Platform:

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Skills Required

support ai research engineering drive efficiency workflow analysis design test content management consistency factset excel powerpoint formatting editing communication finance certification vba macros automation dcf valuation

Work Mode

Remote

Job Type

Full Time

Job Description

This role is for one of the Weekday's clients

Min Experience: 4 yearsLocation: Remote (India)JobType: full-timeWe are seeking a meticulous and analytical Senior Financial Analyst to support financial services clients by developing, refining, and validating AI-assisted financial deliverables. This position blends financial modeling, research, AI prompt engineering, and peer review to drive accuracy and efficiency in a high-performing, AI-augmented environment.

Requirements

Key Responsibilities:

Workflow Execution (40%): Build, review, and enhance tailored research and financial analysis deliverables using standardized templates and frameworks.
AI Prompting (30%): Design, test, and optimize prompts for large language models to improve the quality and relevance of AI-generated content; ensure at least 40% of final deliverables utilize AI effectively.
Peer Review (20%): Serve as "quality captain" on a rotational basis, reviewing team outputs for accuracy, completeness, and adherence to client standards.
Knowledge Management (10%): Contribute best practices, efficiencies, and insights to an internal playbook for improved team scale and consistency.

Required Qualifications:

4-5 years of experience in Investment Banking, Private Equity, Transaction Services (Big 4), or Equity Research.
Strong ability to source and construct comparables and market research independently using platforms like CapIQ, FactSet, and PitchBook.
Proficiency in Excel (including functions like XLOOKUP, INDEX-MATCH) and PowerPoint (including slide master usage and formatting best practices).
Exceptional attention to detail, especially in the context of reviewing or editing AI-generated content.
Excellent written communication skills for creating client-ready deliverables.

Preferred Qualifications:

MBA or degree from a top-tier finance program.
Progress toward CFA Level 1 or FMVA certification.
Advanced Excel skills, including use of dynamic arrays, VBA/macros, or automation tools.

Skills:

Financial Modelling
DCF Valuation
Pitchbook Preparation
AI Content Review
Peer Review & Quality Assurance
Prompt Engineering (AI-based)

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Senior Financial Analyst