Jobs at Berkeley Research Group

Supports buy-side and sell-side transaction advisory engagements through financial statement review, quality of earnings, working capital analysis, financial modeling, due diligence, and business plan assessment. Prepares client reports, analyses, presentations, and recommendations; identifies purchase price adjustments and deal-structuring insights; collaborates with clients and multidisciplinary teams; supervises project work; and contributes to client pitches and practice development. Travel up to 25% is required.

Lead architecture and hands-on engineering for production AI solutions in financial services. Build RAG and agentic workflows, evaluation systems, LLMOps practices, security safeguards, and governed human-in-the-loop processes. Collaborate with clients, engineers, vendors, and risk teams to deliver reusable solutions, mentor technical staff, define implementation roadmaps, and support consulting pursuits.

Lead full-stack engineering workstreams for secure, accessible AI-enabled applications in financial services. Build TypeScript and React interfaces, Python or Node.js backends, human-review workflows, integrations, authentication, authorization, testing, and deployment pipelines. Collaborate with clients, AI and data specialists, risk teams, and vendors; mentor engineers; establish monitoring and support processes; and create reusable digital assets. The role requires direct client collaboration, technical leadership, and delivery of production applications.

Serves as a client and user contact, providing product guidance, addressing inquiries, and supporting adoption. Develops expertise in product functionality and client policies, analyzes feedback and usage trends, identifies improvement opportunities, and communicates actionable insights to internal teams. Proactively helps mitigate engagement and product issues while supporting continuous product development and improved customer experience.

Manage data ingestion pipelines, validate data integrity, troubleshoot data issues, conduct ad hoc investigations, and support data needs across business units. The role requires advanced SQL analytics, documentation, stakeholder communication, and collaboration. Preferred skills include Python automation, data pipeline monitoring, Azure or AWS, Git, CI/CD, and healthcare EDI standards.

Lead business and technology analysis for financial-institution transformation initiatives. Facilitate discovery, map current and future-state processes, translate needs into requirements and user stories, and partner with architects and engineers through development, testing, implementation, and adoption. Coordinate workstreams, backlog refinement, UAT, risk management, and stakeholder communications. Support AI-enabled workflows, client training, measurable business outcomes, reusable consulting assets, recruiting, and practice growth.

Deliver banking transformation across retail, consumer lending, and payments by assessing operations, designing future-state operating models, supporting program governance and tech-enabled implementations, developing client deliverables and executive presentations, and collaborating with AI specialists. Lead or support PMOs, vendor evaluations, and business readiness while contributing to practice growth, business development, recruiting, and thought leadership.

Lead consulting engagements that transform consumer lending, retail banking, payments, and related operations. Responsibilities include assessing current-state operations, designing target operating models, leading transformation programs and PMOs, supporting technology implementations, developing executive deliverables, managing client relationships, and driving business development. Associate Directors additionally own proposals, pricing, pursuits, and multiple engagements. Both levels contribute to recruiting, thought leadership, offerings, and AI-enabled consulting delivery.

Lead production data engineering workstreams for AI-enabled financial services solutions. Design Python and SQL pipelines, warehouse and lakehouse models, document ingestion and retrieval-ready data foundations. Implement data quality, lineage, access controls, testing, deployment, monitoring, and recovery processes. Mentor engineers, manage technical delivery, collaborate with clients and vendors, and contribute to reusable assets, proposals, and implementation roadmaps.

Leads financial services consulting engagements from proposal and scoping through implementation, adoption, and handoff. Owns client outcomes, delivery quality, staffing, budgets, risks, and engagement economics while directing multidisciplinary business and technology pods. Shapes AI-enabled operational improvements, manages backlogs and iterative delivery, builds senior client relationships, oversees governance and compliance, coaches team members, supports recruiting and practice growth, and develops reusable offerings.

Lead and oversee advisory engagements for financial institutions, performing process and financial reviews, designing risk and compliance roadmaps, enabling technology and reporting, building statistical and financial models, preparing client deliverables, mentoring junior staff, and supporting business development and AI/LLM integration initiatives.

Eight-week summer associate role supporting corporate finance valuation engagements. Responsibilities include analyzing financial information, building valuation models, organizing data in Excel, using Capital IQ and Bloomberg, researching industries, and developing GAAP and SEC reporting knowledge. Associates will communicate findings, prepare reports, meet client deadlines, collaborate with teams, participate in client presentations, and support business development. Candidates must be pursuing a relevant bachelor’s degree, have a minimum 3.5 GPA, and demonstrate strong analytical, communication, teamwork, and project management skills.

Perform forensic data analysis and fraud detection using SQL, Python/R, ML, big-data tools and visualization. Develop detection models/rules, evaluate anti-fraud tools, manage engagements, communicate findings to stakeholders, and lead project teams in investigations and compliance remediation.

Provide accounting, auditing, and financial analysis support to financial institutions. Analyze financial statements, implement accounting standards and risk systems, perform investigations, support SEC reporting, conduct control testing and analytics, manage client deliverables, delegate to junior staff, and contribute to business development and practice activities.

Leads finance transformation, performance improvement, transaction readiness, and value creation engagements. Serves as a senior client contact, develops financial models and executive recommendations, identifies operational improvements, manages workstreams, mentors teams, and supports practice development. The role requires advanced financial analysis, finance process expertise, technology-enabled transformation experience, and client leadership across CFO, private equity, and lender environments.

Leads finance transformation, operational improvement, transaction readiness, and value-creation engagements. Serves as a senior client contact for CFOs, executives, sponsors, and lenders; develops financial models, roadmaps, reporting models, and executive presentations; identifies performance improvements through data analysis; implements finance and operational process improvements; manages workstreams, mentors staff, and supports recruiting, business development, and thought leadership.

Leads complex consulting engagements for financial institutions on regulatory compliance, supervision, risk management, governance, operations, licensing, and regulatory examinations. Advises senior client stakeholders, develops compliance frameworks, supports remediation and enforcement matters, manages teams and budgets, contributes to business development, and builds relationships across capital markets and regulatory communities.

Advise financial institutions on regulatory compliance, risk management, supervision, governance, operational enablement, and business process optimization. Execute assessments, identify control gaps, develop risk frameworks, prepare client deliverables, and communicate recommendations. Consultants support engagement workstreams, while Managing Consultants lead projects, staff, budgets, client relationships, business development, and quality review. The role requires financial services regulatory experience, strong analytical and communication skills, proficiency with Excel and PowerPoint, and travel to client sites as needed.

Owns the roadmap and delivery for a defined B2B software product area. Responsibilities include prioritizing features, creating requirements, coordinating engineering, design, QA, project management, and client teams, facilitating Agile ceremonies, leading launches and change management, monitoring product metrics, and incorporating customer insights into product decisions. The role also mentors junior product managers and drives alignment with product strategy and business objectives.

Manages key client accounts for a healthcare technology company, serving as a trusted advisor and primary contact. Responsibilities include nurturing relationships, improving satisfaction and retention, identifying account expansion opportunities without sales prospecting, developing account plans, coordinating issue resolution, analyzing account data, preparing reports, and presenting strategic recommendations. The role requires experience with major pharmaceutical companies, executive-level relationship management, organizational change adoption, and communicating measurable business value.