Subject Matter Expert, Investment Banking
WFA Digital Insight
As the demand for AI-driven financial solutions grows, the need for experts who can bridge the gap between technology and traditional banking practices is on the rise. With the investment banking sector expected to see significant technological advancements, professionals with a deep understanding of both financial analysis and AI applications are in high demand. Openai, a pioneer in AI technology, is at the forefront of this change. Before applying, candidates should be aware that this role requires not only a strong foundation in investment banking but also the ability to communicate complex financial concepts to both technical and non-technical teams.
Job Description
About the Role
The Subject Matter Expert in Investment Banking will play a crucial role in defining the quality standards for AI-assisted banking work. This involves working closely with cross-functional teams, including Research, Product, Engineering, and Go-to-Market, to ensure that Openai's models can genuinely assist professionals in performing complex financial tasks with greater speed, rigor, and creativity. The role is based in San Francisco, CA, and follows a hybrid work model, offering the flexibility to work from both the office and remotely.Day-to-day, the Subject Matter Expert will be responsible for translating real-world banking workflows into evaluation tasks that can assess the effectiveness of AI models in financial analysis, valuation, and other critical banking functions. This requires a deep understanding of how investment banking work is performed, including company and industry research, financial modeling, and the creation of client materials.
As part of the Openai team, the Subject Matter Expert will have the opportunity to work on cutting-edge projects that have the potential to revolutionize the way investment banking is done. The company's commitment to using AI for the betterment of professional workflows presents a unique chance for individuals to make a significant impact in their field.
What You Will Do
- Define the quality bar for AI-assisted investment banking work across various banking functions.
- Translate real banking workflows into challenging, representative evaluation tasks.
- Create and refine high-quality reference artifacts, including financial models and valuation analyses.
- Develop rigorous evaluation rubrics to assess model outputs.
- Evaluate model performances and provide actionable feedback to Research, Engineering, and Product teams.
- Partner with researchers and engineers to improve model behavior and product experiences.
- Work closely with product teams to identify high-value opportunities for AI in investment banking.
- Engage with customers and design partners to understand real-world standards and constraints.
- Codify domain knowledge to ensure responsible financial services deployment.
What We Are Looking For
- 2+ years of experience in investment banking, including live transaction execution.
- Demonstrated ability to perform high-quality financial analyses and create client materials.
- Strong command of core banking workflows and financial modeling skills.
- Experience with Excel and the ability to learn new tools and technologies.
- Excellent communication and problem-solving skills.
- Ability to work in a fast-paced, dynamic environment.
- Strong analytical and judgment skills.
- Bachelor's degree in a relevant field, such as finance or economics.
Nice to Have
- Experience with AI or machine learning applications in finance.
- Knowledge of programming languages, such as Python.
- Familiarity with data analysis and visualization tools.
- Certification in a relevant field, such as the CFA.
Benefits and Perks
- Competitive compensation package.
- Opportunities for professional growth and development.
- Hybrid work model with relocation assistance.
- Access to cutting-edge technology and tools.
- Collaborative and dynamic work environment.
- Comprehensive health insurance and other benefits.
- Flexible PTO policy and remote work stipend.
- Equity in a pioneering AI company.
How to Stand Out
- tip: Ensure your resume and cover letter highlight specific examples of your experience in investment banking, especially in financial modeling and analysis.
- tip: Develop a portfolio that showcases your ability to create high-quality financial models and client materials.
- tip: Prepare to discuss how you stay current with industry trends and advancements in AI and finance.
- tip: Practice explaining complex financial concepts in simple terms, as this will be a key part of your role.
- tip: Be ready to provide examples of times when you had to communicate technical information to non-technical stakeholders.
- tip: Consider learning more about AI and machine learning basics to show your willingness to adapt to new technologies.
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