surge-ai - AI Programs Analyst, Finance Domain

Remote - United States+ Equity1mo ago

Remote Mid NA Investment Banking Asset Management Financial Quantitative Analyst Investment Analyst Records Management CFA CPA Data Analysis Financial Modeling Financial Analysis Regulatory Compliance

Requirements

• 2–5 years in finance roles such as investment banking, equity research, FP&A, asset management, risk, audit, or financial consulting. CFA or CPA is a strong plus. • Strong analytical skills with comfort in financial modeling, data analysis, and interpreting complex financial statements. • Track record of managing complex projects in fast-paced environments with the ability to navigate ambiguity and balance competing priorities. • Strong interpersonal skills that enable you to influence without authority and communicate financial concepts to technical and non-technical audiences. • Deep interest in AI systems — direct AI/ML experience valued but not required.

Responsibilities

• Lead finance-domain AI programs — Own delivery of AI training, evaluation, and data projects in areas like financial analysis, equity research, credit assessment, regulatory compliance, and quantitative modeling. • Serve as the finance expert — Provide expert-level guidance and design quality frameworks to ensure AI outputs meet the rigor expected by finance professionals. • Drive cross-functional execution — Manage multiple simultaneous projects, set timelines, and coordinate across engineering, operations, and customer teams.‍ • Bridge finance and AI — Translate domain knowledge into actionable guidance for AI/ML teams while interfacing with financial services clients to scope requirements and deliver value.