Expert Opportunity - Portfolio Analyst ($100/hr, up to $2,000/week)

Overview

This role supports a foundational AI lab by helping train a language model on professional document, spreadsheet, and slide deck tasks.

You will create, evaluate, and refine AI-generated outputs across core finance workflows, including:

• Discounted cash flow (DCF) valuation models
• Comparable company trading analyses
• Credit risk memos
• Leveraged buyout (LBO) models
• Covenant compliance summaries
• Investment committee memos

Responsibilities

• Develop, review, and improve AI-generated documents, spreadsheets, and slide decks for accuracy and professionalism
• Produce and refine financial models and analyses such as DCF, trading comps, and LBO models
• Write and edit credit risk memos, covenant analysis, and investment committee materials for institutional stakeholders
• Assess outputs for quality, attention to detail, and consistency with professional standards

Requirements

• 5+ years in equity research, credit analysis, or valuation advisory with direct ownership of:
  • DCF models
  • Trading comps
  • LBO models
• Deep fluency in:
  • Credit risk assessment
  • Covenant analysis
  • Investment committee memo writing for institutional stakeholders
• Expert-level document, spreadsheet, and slide craftsmanship, including excellent written communication and attention to detail

Compensation & Benefits

• Compensation: $100/hour

Commitment

• Flexible: 5–20 hours per week (or more if desired)

Location

• Fully remote; work on your own schedule

Start Date

• ASAP