Role Description We are hiring a AI & Data Intern to our Marketing Operations B2P team in Brazil ! This is a Remote – Brazil position, meaning you can work from anywhere within the country. Please note that this role is only open to candidates in Brazil. This is more than just an internship; it’s an invitation to be at the forefront of the AI revolution. You will be the architect of our "Procedural Memory," helping us take the next leap in Artificial Intelligence. If you are passionate about how technology connects people and processes, this is your chance to learn, build, and scale a global operation’s digital brain from the ground up in a fast-paced tech environment. Here at Wellhub, you will live a minimum 12-month experience with a comprehensive development package. This means tailored training, individualized guidance, and a challenging project for you to lead during your first year. To give you full support right from the start, you will join a buddy program designed to ease your integration and onboarding, ensuring you feel completely at home. Our greatest wish is for this opportunity to have a truly lasting impact on your career and professional journey. Your Impact - Be a pioneer in documenting and defining operational processes, ensuring our team is "AI Ready" for the next generation of automation. - Act as a promoter of AI adoption, building the structured knowledge base that will empower autonomous agents to execute global campaigns. - Support the implementation of cutting-edge platforms, mapping data streams and logic to ensure our growth is scalable and governed. - Collaborate with leadership to preserve operational intelligence during major business migrations, preventing the loss of critical technical legacy. - Democratize information across the organization, transforming "tacit knowledge" into a shared technical asset for all stakeholders. - Bridge the gap between complex technical setups and clear, actionable procedural manuals that drive day-to-day efficiency. - Roll up your sleeves to help solve technical debt, turning messy legacy systems into structured, future-proof workflows. - Live the mission: inspire and empower others by genuinely caring for your own wellbeing and your colleagues. Qualifications - A tech-curious student currently pursuing a degree in technology, engineering, or related fields, with a deep interest in the evolving landscape of AI and Data. - A structural thinker who is passionate about how things connect behind the scenes and how these connections transform raw processes into business results. - A methodical and organized builder who finds joy in creating order out of chaos and designing processes that actually work. - A strong communicator capable of bridging the gap between technical logic and human collaboration through professional documentation. - An autonomous learner with the drive to master complex environments like CDPs and AI-driven Marketing stacks with minimal hand-holding. - A proactive problem-solver who can navigate legacy systems to build long-term, scalable solutions for a global ecosystem. - A collaborative team player who excels at dialoguing with diverse stakeholders to extract and structure vital business information. - A fluent communicator in both Portuguese and English, ready to operate within global documentation standards and international teams. Requirements - Advanced/Fluent English. - Pursuing a degree in technology, engineering, or related fields. Benefits - Free Gold+ membership with access to onsite gyms and studios, digital fitness programs, and online wellness resources for meditation, nutrition, mental wellbeing support, and more. - A complete emotional wellbeing program with personalized journeys that combine individual therapy sessions (52 per year) and on-demand content. - Health, dental, and life insurance. - Flexible work options to give you the freedom to work in a way that suits you. - Paid time off including vacations after 6 months, additional 3 days off per year + 1 day off for each year of tenure (up to 5 additional days) + an extra holiday for your birthday. - A culture that empowers you to take ownership of your role and your wellbeing.

Role Description The Senior Manager of Financial Intelligence and Data Analytics is responsible for leading the design, implementation, and optimization of data systems and analytical processes that drive financial decision-making. This role integrates artificial intelligence (AI) and automation to enhance data quality, speed, and insight delivery, while ensuring compliance and governance. Work Location: Fully remote position open to candidates based anywhere in the U.S. Main Responsibilities - Develop and execute a data strategy aligned with business goals, leveraging AI-driven analytics to uncover trends, risks, and opportunities. - Build and maintain robust data sets from multiple sources to support financial intelligence initiatives. - Develop and maintain finance data models, dashboards, and reports to meet business and reporting needs. - Apply statistical methods, modeling, and AI/ML techniques to detect anomalies, forecast performance, and support strategic planning. - Lead and build a high-performing technical team, providing direction, mentorship, and fostering a culture of innovation and continuous improvement. - Translate complex financial data into clear, actionable insights for executives and stakeholders. Qualifications - Bachelor’s degree in finance, accounting, business analytics, statistics, computer science, or related field; advanced degree preferred. - 5+ years in financial analytics, data management, or related roles; 3+ years in a managerial capacity. - Proficiency in SQL, Python, R, or similar for data analysis and automation. - Experience with AI/ML frameworks. - Familiarity with ETL/ELT tools, data warehouses, BI platforms (Tableau, Power BI, SAS), and automation tools (UiPath, Automation Anywhere). - Strong quantitative aptitude, ability to interpret complex datasets, and present findings effectively. - Leadership, strategic thinking, cross-functional collaboration, and change management. Requirements - Minimum base salary range: $132,232 - $176,310 in various states. - Higher salary ranges for specific states: $138,844 - $185,124 and $145,456 - $193,940. Benefits - Comprehensive package featuring a broad range of Health, Life, Voluntary Lifestyle benefits and other perks. - Support for physical, mental, emotional, and financial wellbeing.

Role Description This position supports a valuation practice that provides fair-value measurements, complex financial instrument modeling, and audit-ready valuation analyses for CPA firms, banks, and investment funds. This role focuses on developing robust valuation models, analyzing market data, and preparing high-quality deliverables used for financial reporting under U.S. GAAP and IFRS. The ideal candidate combines strong quantitative skills with a deep understanding of financial instruments, valuation methodologies, and the reporting requirements of financial institutions and investment entities. Key Responsibilities - Develop and maintain valuation models for fixed income structured products (CLO, CMBS, etc.), private credit, distressed debt, private equity, derivatives, and other complex financial instruments. - Develop comprehensive financial models encompassing discounted cash flow, market multiple, market transactions, and option pricing analyses. - Gather and report market data (yield curves, credit spreads, liquidity metrics) to ensure accurate and timely model inputs. - Conduct model validation including sensitivity analysis, back-testing, and documentation of model assumptions and limitations. - Build and maintain effective control processes to monitor and track changes in the assumptions of valuation models. - Challenge and refine prices using market data, comparable instruments, and model-based approaches. - Identify control gaps and process pain points; design and implement improvements to reduce manual work and operational risk. - Support internal teams and external clients to address valuation questions and ensure transparency in methodologies. - Contribute to process improvements and automation projects. Qualifications - Bachelor’s or master’s degree in finance, economics, mathematics, or a related quantitative field. - 5+ years experience valuing financial instruments for a CPA firm or an independent valuation firm. - Experience building valuation models (DCF, Comp Multiple and Option Models). - Strong understanding of valuation techniques including market, transaction and income approaches for private equity, preferred and fixed income instruments. - Solid knowledge of valuation procedures and techniques across diverse asset classes: equities, fixed income, derivatives, structured products, and private assets. - Strong knowledge of ASC 820 fair value measurement principles. - Expertise in advanced Excel and other complex modeling systems. - Familiarity with quantitative and qualitative market data sources such as Bloomberg, Trepp, Intex, Cap IQ, etc. - Strong communication skills and experience interacting with teammates and clients. - Ability to train and lead staff. - Strong critical thinking and problem-solving skills. - Experience with valuation of Level 2 and Level 3 assets. Preferred - Certified or progressing toward CFA, CPA, CVFI, or Series 7. - Experience working with or supporting CPA firms, audit teams, or financial statement preparation. - Familiarity with fund valuation practices and bank regulatory reporting. Core Competencies - Self-starter with ability to work independently and collaboratively. - Quantitative modeling and analytical rigor. - Technical understanding of financial instruments. - Precision and attention to detail. - Ability to communicate complex valuation concepts clearly. - Client-service mindset and responsiveness. - Strong documentation and organizational skills. Physical Requirements - Ability to sit for extended periods while performing computer-based tasks. - Frequent use of computer, keyboard, and office equipment. Remote Work Environment Requirements - Dedicated, quiet workspace free from distractions to maintain focus and accuracy. - Reliable high-speed internet connection to support secure document processing and collaboration. - Ability to meet deadlines in a remote setting while maintaining attention to detail. - Strong self-discipline and time management skills to work independently and efficiently. - Comfortable using remote communication tools (e.g. email, Microsoft Teams, Zoom) for team collaboration. Benefits - This is a full-time position with competitive compensation and good work/life balance. - Health insurance. - Paid Time Off. - Disability insurance. - Paid holidays. - 401k with employer contribution. - Remote work environment. - Generally, promotion within firm.

Role Description We are looking for a senior developer to join our Conversational AI Design & Delivery team as a core technical contributor. You will work in collaboration with our technical lead to design, develop, test, and deliver conversational AI solutions for customers. This is not a support role. We need someone who can operate as a technical pillar on the team: autonomous, reliable, and strong enough to carry delivery workstreams independently while collaborating closely with technical leadership. - Design, develop, test, and deliver conversational AI solutions (chatbots, voicebots, IVR systems) for customer and internal projects - Take ownership of delivery workstreams end-to-end, from technical design through deployment - Collaborate with cross-functional teams — project managers, conversational designers, QA — across the full project lifecycle - Work directly with customers throughout project delivery, including technical discussions and demos - Apply disciplined software engineering practices, fully leveraging agentic coding tools (e.g. Claude Code, Codex) to maximize quality and velocity Qualifications - 6+ years of hands-on software development experience - Proficiency across multiple programming languages, with 4+ years using Python or TypeScript - Experience with cloud platforms (GCP, AWS, or Azure) - Demonstrated ability to work autonomously and carry technical delivery with minimal supervision - Experience with disciplined engineering practices: version control, code review, CI/CD, automated testing - Strong communication skills — comfortable interacting with customers, presenting technical work, and collaborating across disciplines Requirements - Team player — collaborative, willing to pitch in where needed - Creative problem solver — brings ideas, not just execution - Organized and dependable — manages multiple workstreams without dropping balls - Curious and adaptable — eager to learn new platforms and technologies - Comfortable with ambiguity — can navigate evolving requirements and new problem domains NICE TO HAVE - Experience in delivering solutions for customer service / contact center (CCaaS) environments - Exposure to NLU or speech technologies (e.g. speech recognition, speech synthesis) - Experience working in a consulting or professional services delivery model - Experience with Google Dialogflow, Amazon Lex, or similar conversational AI platforms Physical Requirements - Ability to sit for extended periods - Ability to lift or carry objects up to 10 lbs. - Frequent use of computer, telephone and standard office equipment. Waterfield Tech is proud to be an equal opportunity employer. Waterfield Tech believes that all persons are entitled to equal employment opportunity and does not discriminate against its Employees or applicants because of race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, citizenship status, disability, protected medical condition, military status, genetic information, or any other basis prohibited by applicable federal, state, or local law. This policy extends to all aspects of our employment practices including, but not limited to, recruiting, hiring, training, discipline, promotion, transfers, compensation, benefits, leaves of absence, termination, and all other terms and conditions of employment.