01Overview
Junior Associate Financial Analyst (AI-Enabled)
Boutique Investment Firm | Investment Research & Advisory
Reports to: Vice President / Senior Associate, Investment Research
Experience: 02 years | Qualification: CA / MBA (Finance) / CFA L1L2 / B. ComBBA with solid quant grounding
Role Purpose
Support deal teams and senior analysts across financial modelling, valuation, research and due diligence using AI tools to compress turnaround time on data gathering, document review and drafting, while owning the accuracy of every output.
Core Responsibilities
Financial analysis & modelling
- Build and maintain three-statement models, DCF, comparable company and precedent transaction analyses
- Spread financials from annual reports, filings and management accounts; normalize for one-offs
- Track portfolio company KPIs and prepare monthly/quarterly performance packs
Research & due diligence
- Sector and company research, market sizing, competitive benchmarking
- Support commercial and financial due diligence; maintain data room checklists and trackers
- Prepare investment memos, teasers, IMs and pitch decks
AI-enabled workflows
- Use LLM tools (Claude, ChatGPT, Copilot) for filing summarisation, transcript analysis, first-draft memos and research synthesis with mandatory human verification of every figure and citation
- Automate recurring tasks with Python (pandas, openpyxl) or Excel/VBA data pulls, model refreshes, report generation
- Apply AI/NLP to unstructured data: earnings call sentiment, news flow, management commentary, contract review
- Maintain prompt libraries and documented workflows for the team; flag hallucination and data-confidentiality risks
Skills Required
Category
Skills
Finance
Accounting, valuation (DCF/comps/precedents), LBO basics, ratio and cash-flow analysis
Technical
Advanced Excel, PowerPoint, Python (pandas, numpy), SQL
AI
Prompt engineering, LLM-based document analysis, familiarity with RAG concepts, Power BI/Tableau; basic ML understanding (regression, classification) is a plus
Data
Bloomberg / Capital IQ / Refinitiv / Tracxn / VCCEdge
Soft
Written communication, attention to detail, discretion with confidential information, ability to work in a lean team
Compensation The compensation comprises a fixed salary. Variable compensation will be applicable solely on successful deal closures.
Compensation: 40,000.00 - 80,000.00 per month
Work Location: In person .
