Financial Analyst

Financial Data Analyst – Transaction & Capital Events Leadory is a Decision Intelligence company serving financial advisors. We rank high‑value prospect opportunities from public data and tell advisors who to contact, when, and why. Bootstrapped, founder‑owned, in active pilot, and in enterprise contract negotiations. Our platform uses an LLM to extract structured intelligence from financial press releases and public filings. Accuracy depends entirely on a library of human‑annotated examples. You will build and maintain that library. This is not data entry. It requires fluency with middle‑market M&A — reading a sale announcement and immediately understanding what it means for the owner, who the relevant person is, and whether this is a real planning opportunity. What You Will Do Read raw press releases and filings and produce the correct structured output for each. Work across PE acquisitions, business sales, MBOs, and ownership transitions. Identify the correct prospect—including documents where the key person is mentioned only once, buried in a secondary paragraph. Distinguish transaction structures that create immediate planning urgency from those that defer it. Apply strict null discipline: if information is not explicitly stated, it is absent. Inference is never acceptable. Label no‑signal documents for suppression — a clean negative is as valuable as a clean positive. Capture all simultaneous planning opportunities in a single document. Prioritize annotating production failures; flag new language patterns; participate in weekly calibration. Required Background (one of) Financial advisor serving business owners through liquidity events. Investment banking analyst — junior accepted, 1+ year of deal experience. M&A paralegal at a firm handling middle‑market transactions. Business broker or M&A advisor on private company transactions. Corporate development analyst at an acquirer. What You Must Read Fluently (Day One) The structural difference between a recap and a full sale, and why it changes the urgency of the planning conversation. Why a seller retaining equity differs materially from an all‑cash seller, and what an earnout means for realized liquidity. Why a founder fully exiting differs from one staying on in an advisory role. Why absence of a stated deal size is a correct output — not a gap to fill with an estimate. How to identify the actual business owner in a document that leads with the acquirer and mentions the seller once. What You Do Not Need ML/AI, software engineering, or familiarity with every financial product. You are writing ground truth, in text, focused on transaction‑triggered events. Paid Test Task Every finalist completes a paid test before an offer. Approximately 2 hours, $150 regardless of outcome. Candidates who show clean judgment on hard cases—ambiguous structures, buried prospects, no‑signal documents—are the ones we hire. If selected, one 30‑minute calibration call. No additional rounds. Engagement 6–8 weeks full‑time to build the core library, then 5–10 hrs/week ongoing for production failures and maintenance. 2‑week full‑time expansion sprints as new signal categories are added. Permanent infrastructure—the library grows continuously. How to Apply Apply via LinkedIn with a brief note on your transaction background and one specific example of a deal you worked on or adjacent to. A paragraph on what you look for when reading a deal announcement tells us more than a resume summary. Financial Data Analyst – Retirement, Insurance & Practice Owners Our platform uses an LLM to extract structured intelligence from press releases, regulatory filings, and government data. Accuracy depends entirely on a library of human‑annotated examples. You will build and maintain the portion covering retirement events, life insurance triggers, and high‑income practice owner eligibility. This requires fluency with annuity and insurance products, retirement plan mechanics, and the planning needs of business owners in professional services. What You Will Do Annotate executive retirement announcements with meaningful planning profiles. Label in‑service rollover eligibility, deferred compensation, and tax deferral language. Annotate filings indicating key person departures, ownership transitions, or succession events — distinguishing genuine triggers from routine personnel changes. Suppress routine compensation, new hire equity grants, and administrative appointments—the most common false positive in this category. Annotate estate planning and succession language as scoring enhancements. Annotate signals for physicians, dentists, pharmacists, attorneys, accountants, and similar — based on observable income, business value, ownership, and age proximity. Annotate premium financing language—a confirmed high‑value signal. Apply eligibility window logic: age matters when stated, but absence does not disqualify. Multi‑Signal Convergence A single document—e.g., a physician practice sale—may simultaneously create a retirement opportunity, a life insurance conversation, and a premium‑financed product signal. Capturing all applicable categories on every document is the most valuable and most commonly missed annotation type. Library Quality Annotate production failures (highest priority), flag new language patterns, participate in weekly calibration. Required Background (one of) Life insurance or annuity wholesaler—years identifying signals and explaining product fit to advisors. Retirement plan administrator or TPA—deep familiarity with government filings, terminations, and rollover windows. Financial advisor specialized in retirement, annuities, or insurance. Insurance agency manager or regional director with carrier experience. Paraplanner at an RIA serving high‑income healthcare, legal, or accounting professionals. What You Must Know (Day One) What a retirement plan termination means for participants—the decision window, why timing matters, what makes a participant a meaningful prospect. Why an independent practice owner in healthcare differs fundamentally from an employee at a national chain. What premium financing is, who qualifies, and what observable signals suggest eligibility. What in‑service rollover eligibility is and why it matters as a trigger. The difference between a filing announcing a genuine key person departure and one describing routine compensation — and why the latter must be filtered. Why an advisor wants to reach a retirement‑adjacent prospect before the rollover decision, not after. What You Do Not Need ML/AI, software engineering, or deep M&A familiarity. You are writing ground truth, in text. The Transaction analyst owns the M&A focus. Paid Test Task Every finalist completes a paid test before an offer. Approximately 2 hours, $150 regardless of outcome. Documents include a government retirement filing, a practice sale with multiple owners, a regulatory filing that should be suppressed, and a founder retirement creating multiple simultaneous opportunities. Candidates who correctly suppress the compensation document and identify all applicable categories demonstrate the judgment this role requires. If selected, one 30‑minute calibration call. No additional rounds. Engagement 6–8 weeks full‑time to build the core library, then 5‑10 hrs/week ongoing for production failures and maintenance. 2‑week expansion sprints for new signal categories. Regular calibration with the Transaction analyst on overlapping documents. How to Apply Apply via LinkedIn with a brief description of your background in retirement, annuities, life insurance, or financial services. Include one specific example where you identified a prospect from an observable signal — a plan termination, practice sale, executive retirement, or similar. #J-18808-Ljbffr Leadory