Finance and Equity Analyst - Rotational Program
Use AI tools, scripting, and command-line workflows to automate financial processes. Support customers with 409A valuations, tax reporting, fund implementations, and portfolio data collection while identifying inefficiencies, building scalable systems, and providing testing and bug-reporting feedback.
Responsibilities
- Use AI tools, scripting, and CLI-based 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 to engineering and product 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 and adapting to shifting priorities
- Excellent verbal and written communication skills
- Experience with Python, scripting, or basic technical tooling
- Familiarity with financial modeling in Excel
- Experience using AI tools