Finance-specific AI fluency assessments for investment banks, private equity, hedge funds, and FP&A teams. Stop guessing who can use AI well. Start measuring with realistic hiring workflows.
Financial institutions increasingly expect junior and mid-level talent to be fluent in AI tools — yet most firms still have no reliable way to measure AI skill in a job-relevant setting.
Existing recruiting processes test technical knowledge and finance knowledge, but they rarely test whether a candidate can effectively use AI to complete real tasks under realistic constraints.
Pine Finance helps hiring teams evaluate AI fluency with role-specific finance tasks, embedded AI assistance, structured scoring, and recruiter-ready reports.
Structured assessments that evaluate how candidates use AI in realistic finance scenarios — model support, document analysis, reconciliation, and research synthesis.
Every score is generated by an LLM evaluator with written rationale — decomposable, auditable, and tied to observable actions.
Was the financial content correct and precise? Validates formulas, metrics, and factual claims.
How quickly and cleanly was the task completed relative to the time limit?
Did the candidate use AI appropriately rather than blindly accepting outputs?
Did the candidate check claims, validate sources, and catch errors?
Was the final output professional, clear, and client-ready?
Did the candidate structure prompts well and iterate effectively?
COO, Head of Analyst Program
Large analyst classes, standardized recruiting, repetitive high-volume workflows
Pre-hire AI fluency screening for large analyst classes
Talent Lead, Operating Partner, COO
Small teams, high value-per-hire, strong interest in productivity
Associate/analyst assessment for research and portfolio work
COO, Chief of Staff, PM, Talent Lead
High premium on research speed and accuracy, interest in AI leverage
Research and ops workflow assessment
VP Finance, CFO Office, FP&A Lead
Recurring planning cycles and high need for accurate, AI-assisted analysis
Controller, Finance Transformation Lead
Clear workflows where candidates can demonstrate accuracy and verification discipline
Recruiters create an assessment campaign, select a role template (IB Analyst, FP&A Analyst, PE Associate, or Hedge Fund Research Analyst), and set time limits.
Candidates receive a timed, browser-based assessment with source materials (mock 10-K, earnings release, spreadsheet) and an embedded AI workspace to complete realistic finance tasks.
Pine Finance's LLM scoring engine evaluates submissions across 6 dimensions with written rationale, benchmark comparisons, and a recruiter-facing summary — all stored as a PDF report.
Recruiters view ranked candidate lists, compare side-by-side, download PDF reports, and make data-driven hiring decisions with confidence.
Start with per-candidate pricing or commit to an annual plan for better economics.
For boutique firms running focused hiring campaigns.
For firms running structured analyst or associate programs.
For large institutions running high-volume assessment programs.