Summary
Surge AI is dedicated to raising AGI by integrating human intelligence with advanced AI technologies. As an AI Programs Analyst focused on the Finance Domain, you will lead finance-focused AI initiatives, leveraging your financial expertise to ensure high-quality AI outputs for finance applications.
Responsibilities
- Lead finance-domain AI programs — Own delivery of AI training, evaluation, and data projects in areas like financial analysis, equity research, credit assessment, regulatory compliance, and quantitative modeling
- Serve as the finance expert — Provide expert-level guidance and design quality frameworks to ensure AI outputs meet the rigor expected by finance professionals
- Drive cross-functional execution — Manage multiple simultaneous projects, set timelines, and coordinate across engineering, operations, and customer teams
- Bridge finance and AI — Translate domain knowledge into actionable guidance for AI/ML teams while interfacing with financial services clients to scope requirements and deliver value
Skills
- 2–5 years in finance roles such as investment banking, equity research, FP&A, asset management, risk, audit, or financial consulting
- CFA or CPA is a strong plus
- Strong analytical skills with comfort in financial modeling, data analysis, and interpreting complex financial statements
- Track record of managing complex projects in fast-paced environments with the ability to navigate ambiguity and balance competing priorities
- Strong interpersonal skills that enable you to influence without authority and communicate financial concepts to technical and non-technical audiences
- Deep interest in AI systems — direct AI/ML experience valued but not required
Qualifications
Must Haves
- 2–5 years in finance roles such as investment banking, equity research, FP&A, asset management, risk, audit, or financial consulting
- CFA or CPA is a strong plus
- Strong analytical skills with comfort in financial modeling, data analysis, and interpreting complex financial statements
- Track record of managing complex projects in fast-paced environments with the ability to navigate ambiguity and balance competing priorities
- Strong interpersonal skills that enable you to influence without authority and communicate financial concepts to technical and non-technical audiences
- Deep interest in AI systems — direct AI/ML experience valued but not required