Finance and AI Analyst

About the role-

We are building our internal AI capability from the ground up, and this role sits at the very centre of that effort. We are looking for someone who does not simply use AI as an add-on to existing workflows but who genuinely understands how to harness AI to rethink and reimagine financial processes.

The ideal candidate will act as the bridge between our AI Engineer and the Finance team, translating complex financial tasks into intelligent, automated workflows. You will be both a practitioner and a co-designer of how AI gets embedded across Tristone's financial operations.

Key Responsibilities-

• Actively exploring and integrating AI tools (including Claude, ChatGPT, Gemini, and others) into day-to-day financial workflows and reporting processes.
  
• Designing and building AI-powered workflows that automate routine analyst tasks, covering both standard use cases and custom automations tailored to Tristone's specific needs.
  
• Building and preparing AI-assisted tools and outputs for direct use by the analyst and advisory teams.
  
• Reviewing and validating AI-generated outputs to ensure accuracy, completeness, and contextual relevance before they reach internal or client audiences.
  
• Identifying opportunities to automate repetitive finance and reporting processes using AI and workflow orchestration tools.
  
• Staying curious about evolving AI capabilities and applying them to deliver faster, sharper, and more accurate work than traditional approaches.
  
• Collaborating directly with the AI Engineer to scope, test, and refine AI solutions, acting as the bridge between technical development and financial application.
  
• Basic understanding of financial concepts and financial analysis tasks including company and industry research, document analysis, and valuation support.
  
• Complying with IT policies and procedures.
  
• Maintaining security of information at all times.
  

Requirements

• AI Tools & Applications- Practical, hands-on experience using AI platforms such as ChatGPT, Claude, Gemini, or Copilot in a professional or academic context. You should be comfortable using these tools to generate, refine, and improve research, reports, and business documentation.
  
• LLM Proficiency– Ability to work with large language models (GPT, Claude, Gemini, or similar) purposefully in a professional or academic context.
  
• Demonstrated Projects- Ability to showcase self-built AI projects, covering both standard use cases (research, summarization, reporting) and custom, workflow-specific solutions. Projects built using Claude, including Claude Projects or Cowork tools, are particularly valued.
  
• Prompt Engineering- Ability to structure prompts effectively, framing tasks clearly, refining outputs, and adapting instructions to get consistent, high-quality results across different AI models.
  
• Finance Fundamentals- Basic understanding of financial statements, accounting principles, and business finance concepts, with the ability to independently interpret and work with financial data.
  
• Communication & Collaboration- Ability to work effectively across teams, translate between technical and financial contexts, and communicate findings clearly to both the AI Engineer and non-technical finance stakeholders.
  

Strong preferred-

• Workflow Automation -Familiarity with tools such as n8n, Make, or Zapier for orchestrating multi-step processes and improving business workflows.
  
• AI-Assisted Research -Prior experience using AI tools for research, document review, summarization, and information extraction in a structured, repeatable way.
  

Good to Have-

• Python -Basic scripting ability for automating data tasks, calling APIs, or pre-processing financial data before feeding it into AI pipelines.
  
• SQL -Basic ability to query structured data or financial databases and support data workflows alongside AI tools.
  
• React -Ability to build simple front-end interfaces or internal dashboards that surface AI outputs in a usable format for the team.
  
• Docker -Basic understanding of Docker for packaging and deploying AI tools within a team.
  
• AI Coding Tools -Ability to leverage tools like Claude code or ChatGPT codex to automate tasks and create simple solutions.
  

Qualification-

• Bachelor’s degree in engineering, Computer Science, Finance, or a related field.
  

Experience-

• 0–2 years of experience in financial analysis, research, reporting, consulting, or related fields. Fresh graduates with a strong interest in AI applications are warmly encouraged to apply.
  
• You should be able to clearly demonstrate how you have used AI tools to improve efficiency, quality, or speed in a professional, academic, or self-initiated context.