Finance and AI Analyst
On-siteMumbai, Maharashtra, India
Job Summary
Integrate AI tools like Claude, ChatGPT, and Gemini into daily financial workflows and reporting processes to automate routine analyst tasks. Design and build AI-powered workflows that cover standard use cases and custom automations tailored to Tristone's specific needs, preparing these outputs for direct use by analyst and advisory teams. Collaborate with the AI Engineer to scope, test, and refine solutions while reviewing and validating generated content for accuracy before it reaches internal or client audiences. Identify opportunities to automate repetitive finance and reporting processes using workflow orchestration tools, applying evolving AI capabilities to deliver faster, sharper, and more accurate work than traditional approaches.
Required Qualifications
- Practical, hands-on experience using AI platforms such as ChatGPT, Claude, Gemini, or Copilot in a professional or academic context
- Ability to work with large language models (GPT, Claude, Gemini, or similar) purposefully in a professional or academic context
- Ability to showcase self-built AI projects, covering both standard use cases (research, summarization, reporting) and custom, workflow-specific solutions
- Ability to structure prompts effectively, framing tasks clearly, refining outputs, and adapting instructions to get consistent, high-quality results across different AI models
- Basic understanding of financial statements, accounting principles, and business finance concepts, with the ability to independently interpret and work with financial data
- 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
- Bachelor's degree in engineering, Computer Science, Finance, or a related field
- 0–2 years of experience in financial analysis, research, reporting, consulting, or related fields
- Ability to clearly demonstrate how you have used AI tools to improve efficiency, quality, or speed in a professional, academic, or self-initiated context
Desired Qualifications
- Familiarity with tools such as n8n, Make, or Zapier for orchestrating multi-step processes and improving business workflows
- Prior experience using AI tools for research, document review, summarization, and information extraction in a structured, repeatable way
- Basic scripting ability for automating data tasks, calling APIs, or pre-processing financial data before feeding it into AI pipelines
- Basic ability to query structured data or financial databases and support data workflows alongside AI tools
- Ability to build simple front-end interfaces or internal dashboards that surface AI outputs in a usable format for the team
- Basic understanding of Docker for packaging and deploying AI tools within a team
- Ability to leverage tools like Claude code or ChatGPT codex to automate tasks and create simple solutions
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