About the role#
AI systems are building financial models and analyzing business performance. However, complex financial decisions still require the professional judgment of finance experts. We are recruiting MBA students with experience in FP&A, Investment Banking, Private Equity, Venture Capital, Hedge Funds, Corporate Finance, Asset Management, or Equity Research. You will create sophisticated financial challenges to test the limits of frontier AI models, expose their weaknesses, and improve their financial reasoning capabilities.
What you'll do#
- Design expert-level financial research and analysis tasks based on real-world investment workflows.
- Create complex financial modeling challenges including DCF valuations, LBOs, three-statement models, forecasting, and scenario analysis.
- Develop realistic FP&A problems covering revenue forecasting, budget variance analysis, cash flow planning, unit economics, and business performance evaluation.
- Construct investment research scenarios for M&A, company valuation, market analysis, due diligence, and capital allocation.
- Design multi-stage problems that require interpreting incomplete data and making defensible financial judgments.
- Identify weaknesses in AI models by evaluating their calculations, assumptions, and analytical approaches.
- Develop expert solutions, scoring criteria, and research benchmarks to measure AI performance.
What you'll need#
- Current enrollment in or recent graduation from a Top 25 MBA program, preferably with a concentration in Finance, Investments, or Corporate Strategy.
- At least 2 years of professional experience in FP&A, Corporate Finance, Investment Banking, Private Equity, Venture Capital, Hedge Funds, Asset Management, or Equity Research.
- A strong understanding of financial statement analysis, modeling, forecasting, and company valuation.
- Hands-on experience with Investment Banking, Private Equity, Venture Capital, Hedge Fund, or Corporate Finance methodologies.
- Excellent quantitative reasoning, problem-solving, and written communication skills.
- Experience at a leading investment bank, private equity firm, venture capital fund, hedge fund, Fortune 500 finance team, or high-growth technology company is preferred.
- Proficiency in Excel financial modeling and tools such as Capital IQ, Bloomberg, FactSet, PitchBook, or financial planning software.
- An interest in artificial intelligence and large language models.
Location & details#
- This is a remote, full-time, paid position with a rolling start date.
About Julius AI
Julius AI operates in the software development sector. The company provides tools for data analysis, visualization, and transformation. It is based in San Francisco, California. The organization maintains a staff of 19 employees.
How to get in at Julius AI
Landing an internship at Julius AI requires speed because smaller teams often fill roles quickly. Intern Insider sends an instant alert the moment a role matching your target is published anywhere, so you apply among the first. Early applicants get seen before the pile grows, which helps you stand out from the crowd. You can reach out directly to the recruiters behind the company roles to ask about the position or a referral. Intern Insider surfaces these contacts so you can improve your response rates. Connecting with the right person often matters more than just submitting a resume into a queue.
