Must have

• MS Excel

• Degree

• Analytical skills

• Finance background

• Product development

• Customer relationship management

• Data analysis

• English (C1)

Nice to have

• SQL

Requirements description

• Bachelor’s or Master’s degree in a relevant field (e.g., Finance, Economics, Business Analytics).
• Strong understanding of financial documents and their analysis.
• Strong analytical and problem-solving skills.
• Proficiency in Excel and experience in SQL queries.
• Background in IB, Consulting, PE, VC, or Finance is highly valued.

Offer description

Shelton AI is a leading fintech innovator specializing in AI/ML solutions tailored for the private markets. We serve top-tier asset allocators, including sovereign wealth funds and pension funds, by enhancing transparency and optimizing investment processes.

Our advanced solutions streamline operations throughout the entire investment cycle. With a diverse clientele spanning five continents, Shelton AI has achieved financial significant growth and self-sufficiency. Our team comprises talented individuals from prestigious institutions like Blackstone, Berkeley, and Stanford, bringing a wealth of expertise to our innovative solutions.

• We are seeking a Financial Analyst to work with financial datasets and cutting-edge AI tools.
• This role is ideal for candidates with experience in Investment Banking, Consulting, Private Equity, Venture Capital, or Finance.
• You'll play a critical role in analyzing data, building insights, and supporting strategic decisions.

Your responsibilities

1. Develop product insights and work closely with the engineering team to design new features and enhancements.
2. Lead client onboarding process to ensure a smooth transition and set-up for new clients, enhancing customer satisfaction and long-term engagement.
3. Use strategic insights from client feedback and market research to guide the development process, ensuring products meet market needs and drive competitive advantage.
4. Evaluate investment metrics for accuracy and perform high-level analyses on financial data to recommend and implement enhancements.
5. Collaborate with cross-functional teams to understand overarching business needs and translate them into clear, actionable technical requirements.
6. Embrace a dynamic, high-growth startup environment, where your role evolves alongside your career aspirations and Shelton's business objectives.