About the role-

We are building our internal AI
capability from the ground up, and this role sits at the very centre of that
effort. We are looking for someone who does not simply use AI as an add-on to
existing workflows but who genuinely understands how to harness AI to rethink
and reimagine financial processes.

The ideal candidate will act as
the bridge between our AI Engineer and the Finance team, translating complex
financial tasks into intelligent, automated workflows. You will be both a
practitioner and a co-designer of how AI gets embedded across Tristone's
financial operations.

Key Responsibilities-
- Actively exploring and integrating AI tools (including Claude,
ChatGPT, Gemini, and others) into day-to-day financial workflows and reporting
processes.
- Designing and building AI-powered workflows that automate routine
analyst tasks, covering both standard use cases and custom automations tailored
to Tristone's specific needs.
- Building and preparing AI-assisted tools and outputs for direct
use by the analyst and advisory teams.




- Reviewing and validating AI-generated outputs to ensure accuracy,
completeness, and contextual relevance before they reach internal or client
audiences.
- Identifying opportunities to automate repetitive finance and
reporting processes using AI and workflow orchestration tools.
- Staying curious about evolving AI capabilities and applying them
to deliver faster, sharper, and more accurate work than traditional approaches.
- Collaborating directly with the AI Engineer to scope, test, and
refine AI solutions, acting as the bridge between technical development and
financial application.
- Basic understanding of financial concepts and financial analysis
tasks including company and industry research, document analysis, and valuation
support.
- Complying with IT policies and procedures.
- Maintaining security of information at all times.

Requirements
- AI Tools & Applications - Practical, hands-on experience using AI platforms such

📌 Finance and AI Analyst (Mumbai)
🏢 Tristone Partners
📍 Mumbai