Investment Finance Professional for AI Training

Role Overview

Apply your finance expertise to create realistic, high-complexity scenarios that help train AI agents. This role centers on the analytical judgment behind capital, risk, valuation, and reporting decisions. You will draw on your own practice area to develop supporting models, memos, filings, and data, then write and evaluate finance tasks. This is judgment-focused authoring work, not high-volume processing.

Key Responsibilities

• Design complex, realistic finance scenarios based on hands-on professional experience.
• Build the supporting materials for those scenarios, including financial models, memos, filings, and data.
• Author and assess finance tasks used to train AI agents.

Priority Expertise Areas

• Investment banking and M&A, including DCF, comparable-company analysis, precedent transactions, LBO valuation, deal execution, fairness analysis, merger models, and diligence.
• Private equity and private credit, including underwriting, LBO modeling, capital structure, covenant analysis, and portfolio-company work.
• Corporate finance and FP&A, including three-statement models, forecasting, budgeting, variance analysis, capital allocation, and board or management reporting.

Additional Relevant Expertise

• Equity or credit research, including buy-side or sell-side coverage.
• Asset and wealth management, portfolio construction, and manager selection.
• Quantitative finance, market, credit, or liquidity risk management, and derivatives pricing.
• Treasury, capital markets, or corporate development.
• Financial modeling and technical accounting that informs valuation or reporting judgment, including US GAAP or IFRS.
• Real estate, infrastructure, or project finance.
• Financial regulatory and compliance work, including Basel, SEC or regulatory reporting, and capital adequacy.

Qualifications

• At least 3 years of substantive, recent, hands-on finance experience at a recognized institution, such as an investment bank, asset manager, private equity or credit fund, Big Four firm, large corporate finance function, or financial regulator.
• Currently working in the finance field.
• Direct experience with Excel and financial modeling, plus relevant tools such as Bloomberg, Capital IQ, FactSet, data rooms, ERP or consolidation systems, or quantitative and risk platforms.

Preferred Background

• Demonstrated ownership of analysis and decisions, such as building a model that supported a live deal or investment decision, leading diligence, defending a valuation or recommendation to an investment committee or client, owning a forecast and reporting cycle, structuring a financing, or writing a relied-upon memo.
• Senior-level experience is preferred, including VP, Director, Principal, Managing Director, Portfolio Manager, Controller, or CFO backgrounds.
• Experience across two or more finance disciplines, or on both the buy side and sell side, is a strong plus.
• An MBA, MS, PhD, CFA, CPA, FRM, or actuarial designation is preferred but not required.
• Relevant settings include boutique and middle-market advisory firms, private equity, venture capital, and credit funds, hedge funds and asset managers, corporate finance and treasury functions, family offices, insurers, banks and lenders, fintech companies, and financial regulators.

Work Terms

• Remote, hourly engagement.
• Commitment of at least 10 hours per week.

Compensation

• $100 per hour.