Finance Expert for AI Development

Finance Expert for AI Development

One of our clients, a global leader in the finance industry, is seeking experienced finance experts to collaborate with a leading AI research lab on a full-time basis. This role involves helping develop and evaluate advanced AI systems designed to replicate real-world private credit, direct lending, and alternative investment workflows. As a finance expert, you will work closely with AI researchers to train, test, and refine AI agents to support tasks such as deal underwriting, credit analysis, portfolio monitoring, and investor reporting.

Key Responsibilities

• Detail the day-to-day workflows of professionals in direct lending, private credit, and alternative asset management.
• Analyze and explain credit underwriting processes, including due diligence, risk assessment, and structuring.
• Identify and categorize key documents used across private credit transactions, such as credit memos, IC materials, term sheets, covenants, and lender presentations.
• Distinguish between public vs. private information in credit markets and lending processes.
• Provide insight into deal sourcing, execution, and portfolio monitoring workflows.

Required Skills & Qualifications

• 3+ years of experience in direct lending, private credit, leveraged finance, or alternative asset management.
• Experience at top-tier firms such as Ares, Apollo, Blackstone Credit, KKR Credit, Golub Capital, or Oaktree.
• Bachelor’s degree in finance, economics, accounting, business administration, or a related field.
• Strong familiarity with credit agreements, financial covenants, underwriting models, and deal documentation.
• Ability to collaborate with AI researchers to translate real-world credit expertise into structured training data.

More About the Opportunity

This role offers the chance to work with a leading AI research lab and contribute to the development of advanced AI systems in the finance industry. As a finance expert, you will have the opportunity to apply your expertise in a dynamic and innovative environment.

Equal Opportunity Employer

We hire based on skills and expertise. All qualified candidates are welcome regardless of background, experience, or prior employment history. Applications are reviewed solely on demonstrated technical ability and qualifications.

Key skills/competency

• Direct Lending
• Private Credit
• Alternative Asset Management
• Credit Underwriting
• Risk Assessment
• Portfolio Monitoring
• Deal Sourcing
• AI Systems Development
• Finance Expertise
• Credit Analysis