Full-Time
AI for Finance Instructor
Wall Street Prep
51-200 employees
Practical financial modeling training provider
No salary listed
New York, NY, USA
Hybrid
Willing to travel domestically and internationally.
Bachelor's, Master's, PhD
 Training |
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- 3+ years of experience in data science, machine learning, or AI implementation, preferably in finance, consulting, or a technology-forward corporate environment
- Demonstrated experience building or applying AI solutions in business/financial contexts (e.g., forecasting, automation, investment research, fraud detection)
- Bachelor's degree in a technical or quantitative field required (e.g., Computer Science, Data Science, Finance, Engineering); Master’s or PhD a plus
- Hands-on experience using modern AI assistants and enterprise AI tools (e.g., ChatGPT, Claude, Gemini, Microsoft Copilot, Perplexity, Rogo, Shortcut) within professional workflows is strongly preferred
- Strong Python programming skills and experience with data science libraries (Pandas, scikit-learn, Matplotlib)
- Knowledge of AI frameworks (OpenAI API, Hugging Face, LangChain, etc.) and enterprise applications (Copilot, chatbots, etc.)
- Clear understanding of both technical and business-side AI use cases
- Willingness to provide approximately 40 training days or more per year, including enhanced availability during the summer months
- Willingness to develop curriculum materials related to AI for use in both live and online training programs
- The ability to conduct week-long or multi-week seminars is highly desirable
- Flexibility to travel domestically and internationally
- Deliver live in-person and virtual training seminars to corporate, undergraduate, and MBA clients, including financial institutions, consulting firms, technology teams, and corporate finance professionals; Top-tier MBA programs and executive education programs
- Lead instruction in AI and machine learning concepts with a focus on AI and generative AI fundamentals, including LLMs, embeddings, and transformers
- Applied Python for finance, data analysis and visualization techniques, and automation workflows
- Predictive analytics (regression, decision trees, random forests)
- Real-world use cases: fraud detection, churn prediction, stock return modeling, pricing optimization, and more
- Demonstrating practical workflows using modern AI assistants and research tools such as ChatGPT, Microsoft Copilot, Claude, Gemini, Perplexity, Rogo, and Shortcut for tasks like investment research, financial analysis, workflow automation, presentation drafting, and knowledge synthesis
- Collaborate on curriculum development: updating and refining training content based on evolving AI applications in finance and business
- Creating hands-on case studies that illustrate AI-driven business transformation
- Contributing to elective modules in advanced AI integration, optimization, and automation
- Designing hands-on exercises that teach participants how to use tools like ChatGPT, Claude, Gemini, and Copilot for tasks such as financial analysis, data interpretation, coding assistance, research workflows, and productivity automation
- Provide personalized mentorship through one-on-one tutoring sessions
- Complete WSP’s Train-the-Trainer Program, a structured professional development initiative for new instructors
- Experience teaching or mentoring (corporate training, workshops, or academic instruction) is highly desirable
- Hands-on experience using modern AI assistants and enterprise AI tools (e.g., ChatGPT, Claude, Gemini, Microsoft Copilot, Perplexity, Rogo, Shortcut) within professional workflows is strongly preferred
- Master’s or PhD in a quantitative field is a plus
- Ability to conduct week-long or multi-week seminars is highly desirable
- Willingness to travel domestically and internationally
Wall Street Prep provides practical financial training for finance professionals, offering online courses, live boot camps, corporate training, and university partnerships. Its core content builds hands-on financial modeling skills—three-statement models, DCF, M&A, and LBO—delivered via self-paced video modules with downloadable materials and real-world case studies, plus live instruction. The company differentiates itself through a practical, application-focused curriculum created by former investment bankers, delivered across multiple channels and integrated into client programs. Its goal is to speed up the learning curve for finance professionals and prepare them for roles in investment banks, private equity, and other financial services firms by providing employer-aligned training and prep for finance careers.
Company Size
51-200
Company Stage
N/A
Total Funding
N/A
Headquarters
Brookline, Massachusetts
Founded
2003
Get referred to Wall Street Prep
See people who can refer or advise you
Simplify's Take
What believers are saying
- May 6, 2026 Bogdan Tudose hire deepens AI and data science credibility.
- March 19, 2026 programs train analysts at nine of the top ten global banks.
- May 5, 2026 Wharton Online launch expands premium certificates and brand reach.
What critics are saying
- Training The Street, CFI, and BIWS compress pricing on commoditized modeling curricula.
- October 2025 merger and February 2025 Riverside buyout create integration distractions and turnover risk.
- If banks internalize AI training by 2027, Wall Street Prep loses its core enterprise moat.
What makes Wall Street Prep unique
- 2004 founders Matan Feldman and Arkady Libman built banker-led, hands-on modeling training.
- March 19, 2026 AI coaching targets actual workflows, not generic software tutorials.
- October 8, 2025 merger with Financial Edge and Euromoney Learning widened global distribution.
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Benefits
Training Programs
Professional Development Budget
Flexible Work Hours
Growth & Insights and Company News
6 month growth
↑ 28%1 year growth
↑ 28%2 year growth
↑ 28%Wall Street Prep has appointed Bogdan Tudose as Head of AI and Data Science, a newly created role focused on embedding AI into core financial workflows. Tudose will lead AI strategy across the firm's training programmes and products for investment banks, private equity firms and asset managers. The appointment reflects growing demand from financial institutions for workflow-specific AI training rather than generic tool instruction. Firms are prioritising AI deployment in deal execution, research and investment processes to achieve measurable productivity gains. Tudose joins from Training The Street, where he served as Co-Head of Data Science. He previously worked as an analyst in M&A at BMO Capital Markets and as an investment analyst at Anson Funds. Wall Street Prep is expanding its AI offerings, including targeted programmes and structured assessments to benchmark AI adoption.
Wall Street Prep and Financial Edge have expanded their summer 2026 new-hire training programmes to include AI coaching and tool-specific instruction across investment banking, markets, private equity and investment management. The firms train analysts at nine of the top ten global investment banks. The curriculum follows a three-step approach: analysts build skills manually, apply AI to the same problem, then compare outputs to understand where AI adds value and where human judgement remains essential. Training is customised to clients' specific AI tools, including Microsoft Copilot, ChatGPT, Claude and AlphaSense. The programme addresses industry concerns that AI adoption without proper training could erode foundational analyst skills. Instruction includes hallucination detection, compliance considerations and governance protocols. The offerings are modular and designed to integrate into existing summer programmes.
Riverside's portfolio company, Wall Street Prep (WSP), has acquired Financial Edge and Euromoney Learning, enhancing its global finance training platform. These acquisitions expand WSP's content and international reach, serving financial institutions, universities, and professionals with integrated learning solutions. The move underscores Riverside's specialization in education and training investments, with over 120 companies in its portfolio.
The Riverside Company has invested in Wall Street Prep (WSP), acquiring it from Eden Capital. WSP, a leader in financial training, will continue its growth with Riverside's support. The leadership team remains, ensuring continuity. Riverside, with expertise in education and training, plans to expand WSP's capabilities and international presence. Financial terms were not disclosed. Harris Williams and Jones Day advised Riverside on the transaction.
The Riverside Company, a global investment firm focused on the smaller end of the middle market, announces its investment in Wall Street Prep, Inc. (WSP), a leading global provider of financial training solutions and certifications with more than 300 corporate clients, 150 university partners and 500,000 learners. Riverside acquired WSP from Eden Capital, which invested in the company in 2021.