Investment Banking - AI Research (MBA Intern)

Julius Research is recruiting MBA students with finance experience to advance the financial capabilities of frontier AI systems. The role involves creating realistic, expert-level investment challenges and evaluating AI models’ financial analysis, assumptions, and conclusions.

Responsibilities:

• Create expert-level financial challenges inspired by real investment banking, private equity, venture capital, and hedge fund workflows
• Develop sophisticated financial modeling exercises involving DCF valuations, LBOs, M&A transactions, and capital structure analysis
• Construct realistic investment scenarios incorporating incomplete information, conflicting financial indicators, and complex business considerations
• Design research assignments requiring the interpretation of SEC filings, earnings reports, financial statements, and market data
• Identify limitations in advanced AI models by assessing their analytical methods, financial assumptions, and investment conclusions
• Develop detailed solutions, evaluation frameworks, and benchmarks to measure AI performance against professional finance standards