Senior Financial Analyst

This role is for one of the Weekday's clients

Min Experience: 4 years

Location: Remote (India)

JobType: full-time

We 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)