Strategic Projects Lead (Finance Expert)

Responsibilities

• Own quality control for finance-related data projects delivered to frontier AI lab customers
• Create, review, and improve finance tasks used to train reinforcement learning models
• Build and evaluate training data based on financial models, including LBOs and comparable company analyses
• Train other team members on task creation, project standards, and quality expectations
• Work directly with the founding team on customer delivery and high-priority strategic initiatives
• Brainstorm product ideas that help distribute products into the real world and unlock access to proprietary data
• Lead negotiations and partnerships with enterprises to source high-value data
• Operate with urgency, autonomy, and a high bar for execution in a small early-stage team environment

Qualifications

• 2–5 years of investment banking or private equity experience
• Strong Excel modeling skills, including hands-on experience with LBOs and comparable company models
• Experience building financial models on real transactions
• Willingness to keep financial modeling skills sharp, even though this is not a traditional finance/deal execution role
• High grit, strong judgment, and creative problem-solving ability
• Comfort working through ambiguous, unstructured problems
• Excitement about joining a small, fast-moving team with significant ownership
• Openness to a high-intensity environment where the team is often in office on weekends

Pluses

• Background from a top investment bank, such as Goldman Sachs, Morgan Stanley, JPMorgan, Evercore, Centerview, Lazard, Moelis, or similar
• Background from a top private equity firm, such as KKR, Blackstone, Apollo, Carlyle, or similar
• Strong school plus strong finance platform combination
• Boutique private equity experience with clear, demonstrated impact
• Prior exposure to AI, data, frontier labs, or RLM-related work
• Competitive background, side projects, athletics, academic excellence, or other evidence of grit
• Excitement about uncapped commission and willingness to grind for outsized upside
• Willingness to work some days per week in person in the Palo Alto / Menlo Park office