AI Financial Modeling Extern

Role Overview

We are seeking 1–2 high-performing externs from top-tier Investment Banking or Private Equity backgrounds to help architect AI-native financial modeling on the F2 platform. You will work directly with the EPD and Sales team in our SF office to translate institutional-grade financial modeling standards into agentic, automated workflows. This is a hands-on opportunity to help define how AI should build and reason through financial models.

What You’ll Do

• Teach F2 agent best practices across financial models
• Design and standardize financial modeling templates optimized for AI execution with a first principles approach
• Define formatting, structure, and best practices consistent with institutional modeling standards
• Perform high-rigor QA on AI outputs to ensure investor-grade precision
• Pressure-test edge cases and help identify failure modes in automated modeling workflows

What You’ll Need

• Prior experience in Investment Banking, Private Credit, or Private Equity with heavy financial modeling exposure
• Experience building and auditing complex 3-statement, LBO, or credit models from scratch
• Strong instincts for model hygiene, structure, and institutional formatting standards
• Ability to think critically about model logic and enjoy breaking/stress-testing systems
• Excitement about applying AI to transform financial workflows

Preferred Qualifications

• Experience in investment banking, private credit or private equity
• Exposure to model auditing, QA processes, or financial modeling best-practice frameworks