Product Strategist (Investment Banking)

Summary

Macabacus is a productivity suite for finance professionals at investment banks, private equity firms, and corporate advisory teams. The Product Strategist will bridge finance and engineering by evaluating AI-assisted workflows, creating benchmarks, translating banking conventions into product requirements, and helping shape the product roadmap.

Responsibilities

• Be the voice of the user. Ensure new workflows, features, and automated capabilities feel native, fast, and institutional-grade for bankers working under tight deal deadlines
• Evaluate and stress-test outputs. Test automated and AI-assisted workflows against real-world deal scenarios, catching subtle formatting, logic, and layout errors before features ship
• Establish gold-standard benchmarks. Create best-in-class benchmark materials across pitch decks, charts, tables, and valuation models to set baselines for engineering and evaluation
• Bridge finance and engineering. Translate investment banking conventions, workflows, and complex finance logic into clear product requirements that developers can build against
• Shape the product roadmap. Collaborate directly with product managers and engineers to identify high-friction bottlenecks in an analyst’s day-to-day work and prioritize the most impactful tools to build

Skills

• 2 to 5 years in investment banking (Analyst or Associate level) with hands-on experience building pitch decks, dynamic charts, and financial models under tight deadlines
• Exceptional attention to detail: An instinct for catching calculation errors, visual misalignments, and formatting flaws that others miss
• Deep product intuition: A clear, practical sense of what makes software indispensable versus frustrating to a deal team
• Clear communication: The ability to explain finance rationale, layout conventions, and workflow nuances simply to non-finance teammates
• Interest in workflow automation: Practical curiosity about how modern technology can meaningfully improve finance workflows, paired with a realistic view of current limitations
• You are an active power user of Macabacus or similar financial productivity tools
• You have experimented with modern AI tools or custom workflows to speed up research, presentation building, or analytical tasks

Qualifications

Must Haves

• 2 to 5 years in investment banking (Analyst or Associate level) with hands-on experience building pitch decks, dynamic charts, and financial models under tight deadlines
• Exceptional attention to detail: An instinct for catching calculation errors, visual misalignments, and formatting flaws that others miss
• Deep product intuition: A clear, practical sense of what makes software indispensable versus frustrating to a deal team
• Clear communication: The ability to explain finance rationale, layout conventions, and workflow nuances simply to non-finance teammates
• Interest in workflow automation: Practical curiosity about how modern technology can meaningfully improve finance workflows, paired with a realistic view of current limitations

Nice to Haves

• You are an active power user of Macabacus or similar financial productivity tools
• You have experimented with modern AI tools or custom workflows to speed up research, presentation building, or analytical tasks

Benefits

• Remote work from New York
• Be part of a founding team building the future of financial modeling and presentation creation.
• Apply your banking expertise in a more entrepreneurial, technology-driven environment.
• Directly shape how AI transforms workflows in investment banking, private equity, and corporate finance.
• Equity upside in a high-growth startup.
• Step out of the grind of banking while still applying everything you’ve learned.