AI Financial Modeling Extern

Reposted 14 Days Ago
San Francisco, CA, USA
Hybrid
50-75 Hourly
Entry level
Artificial Intelligence • Information Technology • Software
The Role
Work with EPD and Sales to design AI-native financial modeling workflows, create standardized templates, perform high-rigor QA on AI outputs, and pressure-test edge cases to ensure investor-grade financial models and automation reliability.
Summary Generated by Built In
AI Financial Modeling Extern — F2 AI

Location: San Francisco, CA / In-Person or Remote

Commitment: 5+ hours per week | 4 - 12+ weeks

Compensation: $50/hr

About F2

F2 is the AI platform for private markets investors — purpose-built to transform how institutional teams underwrite, diligence, and deploy capital. Our AI converts messy, unstructured deal materials into investment-grade insights in minutes, helping private credit funds, commercial banks, and private equity firms make faster, more confident decisions. Backed by leading investors, including NFX and Y Combinator, we’re scaling a world-class product and engineering team to build the future of vertical AI for finance.

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 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

You Might Be a Great Fit If
  • You have prior experience in Investment Banking, Private Credit, or Private Equity with heavy financial modeling exposure

  • You’ve built and audited complex 3-statement, LBO, or credit models from scratch

  • You have strong instincts for model hygiene, structure, and institutional formatting standards

  • You think critically about model logic and enjoy breaking / stress-testing systems

  • You’re excited 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.

Why F2?
  • Join a fast-growing AI startup reshaping workflows in private markets and finance.

  • Be part of a small, high-impact team where your work directly influences product and company trajectory.

  • Competitive compensation with equity upside and benefits.

  • Collaborative, mission-driven culture that values craftsmanship, curiosity, and rapid iteration.

Skills Required

  • Prior experience in Investment Banking, Private Credit, or Private Equity with heavy financial modeling exposure
  • Built and audited complex 3-statement, LBO, or credit models from scratch
  • Strong instincts for model hygiene, structure, and institutional formatting standards
  • Ability to perform high-rigor QA on AI-generated financial outputs and identify failure modes
  • Exposure to model auditing, QA processes, or financial modeling best-practice frameworks
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The Company
22 Employees

What We Do

F2 is the AI platform for private markets investors. Purpose-built for private credit, private equity, and commercial banking, F2 accelerates diligence, underwriting, and portfolio monitoring, helping teams evaluate deals over 60% faster. F2 turns unstructured deal data into investment-grade analysis and polished memos in minutes. Unlike general-purpose AI, F2 is built with the domain expertise and depth to handle the most complex financial analysis. Already trusted across thousands of deals, F2 makes collaboration easy and retains historical context, so past work compounds into future wins. Headquartered in New York City, F2 is backed by leading investors including NFX, Left Lane Capital, and Y Combinator.

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