About This Role
Planning and guiding the development of a productivity suite for investment banking professionals is the core of this role, ensuring new features meet the high standards of finance users. This position suits a candidate with a background in investment banking who can bridge the gap between finance and engineering.
Responsibilities
- Be the voice of the user, ensuring new workflows, features, and automated capabilities feel native, fast, and institutional-grade for bankers working under tight deal deadlines
- Evaluate and stress-test outputs, testing automated and AI-assisted workflows against real-world deal scenarios, catching subtle formatting, logic, and layout errors before features ship
- Establish gold-standard benchmarks, creating best-in-class benchmark materials across pitch decks, charts, tables, and valuation models to set baselines for engineering and evaluation
- Bridge finance and engineering, translating investment banking conventions, workflows, and complex finance logic into clear product requirements that developers can build against
- Shape the product roadmap, collaborating 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
Requirements
- 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 have:
- Active power user of Macabacus or similar financial productivity tools
- Experimented with modern AI tools or custom workflows to speed up research, presentation building, or analytical tasks
About the Company
Macabacus provides an industry-standard productivity suite used daily by tens of thousands of finance professionals at top investment banks, private equity firms, and corporate advisory teams. The company is expanding its platform to automate financial modeling and pitch deck creation for the AI era.
