Investment Services Expert

Hourly Contract | Part-time Remote

$80–$120 per hour

About the Role

A leading AI research initiative is recruiting Investment Services Experts to collaborate on a frontier project that enhances large language models (LLMs) for real-world financial reasoning.

In this role, you’ll leverage your expertise across investment banking, private equity, asset management, or equity research to evaluate, design, and refine AI workflows that simulate complex financial analysis and decision-making.

Your work will help shape how next-generation AI systems interpret markets, evaluate deals, and forecast business outcomes with human-level accuracy.

Key Responsibilities

• Evaluate AI-generated investment analyses for accuracy, clarity, and strategic rigor.
• Calibrate AI decision-making in areas like valuation modeling, portfolio analysis, financial forecasting, and risk assessment.
• Design and validate structured tasks that mirror real-world workflows in investment services.
• Provide written and analytical feedback to improve model reasoning, depth, and realism.
• Collaborate asynchronously with AI researchers to ensure content quality and business alignment.

Ideal Qualifications

• 2+ years of experience in investment services — including investment banking, private equity, asset management, or equity research.
• Bachelor’s degree in Finance, Economics, or Business Administration (Advanced degrees or CFA/CPA/CAIA certifications are a plus).
• Deep understanding of valuation, financial modeling, market analysis, and portfolio management.
• Strong quantitative and analytical reasoning skills.
• Exceptional communication and attention to detail — ability to distill complex concepts into actionable insights.

Project Timeline

• Start Date: Immediate
• Duration: 1–2 months
• Commitment: ~20 hours/week (flexible, part-time)
• Schedule: Fully remote and asynchronous — work at your own pace

Compensation & Contract

• Rate: $80–$120 USD/hour (based on experience)
• Bonuses: Top performers earn weekly incentives of $20–$100/hr on top of base pay
• Contract Type: Independent contractor
• Payments: Daily via Stripe Connect