Investment Associate for AI Research Organization

Lead private-company valuation work and turn complex financial analysis into clear, decision-ready materials to support investment decisions for a leading AI research organization. You will own valuation modeling, contribute to broader portfolio analysis across public and private holdings, and prepare senior-level presentation outputs.

• Take primary ownership of valuing private companies using market and financial methodologies.
• Build, review, and refine detailed Excel valuation models that are auditable and decision-ready.
• Analyze company performance, financial projections, capital structure, comparable companies, and relevant transaction data.
• Assess and document key assumptions, sensitivity analyses, valuation ranges, and investment risks.
• Review investment policy documentation and identify gaps, inconsistencies, or areas for improvement.
• Support broader portfolio analysis across public and private investments.
• Conduct market-data research and maintain a clear record of sources and assumptions.
• Convert analytical findings into concise, senior-level presentation materials suitable for investment committees or boards.
• Prepare simplified trade and investment documentation as required.
• Ensure consistency across financial models, conclusions, and presentation outputs.
• Incorporate structured feedback from senior reviewers and iterate quickly on deliverables.

• Approximately 5 to 7 years of professional experience in investment banking, private equity, a family office, or investment management.
• Strong experience in private-company valuation, financial modeling, investment analysis, and transaction-related work.
• Advanced proficiency in Excel, able to build robust, auditable financial models.
• Experience preparing investment committee materials, board presentations, transaction presentations, or comparable senior-level deliverables.
• Solid understanding of valuation methodologies, including comparable-company analysis, precedent transactions, and discounted cash-flow analysis.
• Comfortable working with market-data exports, financial statements, portfolio information, and imperfect datasets.
• Experience analyzing investment policies or institutional portfolio guidelines is beneficial.
• MBA, specialized finance master’s degree, or CFA qualification preferred but not required.
• Exceptional written communication skills and strong attention to detail.
• Comfortable having analytical judgments reviewed and calibrated against other experienced investment professionals.
• Prior experience with AI evaluation, financial assessments, or human-data projects is a plus.

• Location: Remote
• Engagement type: Hourly

• Rate: 150 per hour

• Role is UK-based; applicants should be located in the United Kingdom.

• Submit your resume or a summary of relevant professional experience to begin the application.
• Complete a financial modelling assessment as part of the selection process.