Finance and Equity Analyst - Rotational Program
Core
Automate financial processes and support clients with 409A valuations, tax reporting, and fund implementations using AI tools and scripting.
Role type
Junior IC finance and equity analyst (rotational program)
Builds
Scalable automation systems for private capital workflows
Domain
Private capital / Financial services
Deliverable
production ML models | product features
Required skills
Financial statement analysis, project management, AI tool usage, Python/scripting, Excel financial modeling
Preferred skills
Experience with AI tools (Claude, Gemini), familiarity with financial modeling
Technologies
Python, CLI, AI tools (Claude, Gemini), Excel
Responsibilities
Automate real financial processes using AI and scripting, Support customers on 409A valuations and tax reporting, Identify workflow inefficiencies and build scalable systems, Provide feedback to engineering and product teams
Seniority
Junior, rotational program