Finance and Equity Analyst - Rotational Program
You use AI tools, scripting, and command-line workflows to automate financial processes. You support customers with 409A valuations, tax reporting, fund implementations, and portfolio data collection. You identify workflow inefficiencies, build scalable systems, and provide feedback through testing and bug reporting.
Responsibilities
- Use AI tools, scripting, and command-line workflows to complete tasks and automate financial processes
- Support customers with 409A valuations, tax reporting, fund implementations, and portfolio data collection
- Identify workflow inefficiencies and turn them into repeatable, scalable systems
- Provide feedback through testing, bug reporting, and process insights
- Develop expertise in private markets, AI tools, and financial operations
Requirements
- Bachelor's degree in Accounting, Finance, Economics, Mathematics, or a related field, or equivalent experience
- Knowledge of financial statements and common financial concepts
- Experience managing multiple projects simultaneously
- Excellent verbal and written communication skills
- Experience with Python, scripting, or basic technical tooling
- Familiarity with financial modeling in Excel
- Experience using AI tools