Finance Expert - Fully Remote | Upto $2150 Part-time

Overview

This role involves working as an Investment Banking Expert on a contract basis, reviewing and evaluating AI-generated outputs related to financial modeling, valuation methodologies, pitch materials, and deal structuring. The position is remote and offers compensation ranging from $1,750 to $2,150 per completed task.

Responsibilities

• Review and assess AI-generated content in areas such as financial modeling, valuation methods, pitch materials, and deal structuring.
• Develop realistic scenarios based on investment banking workflows including deal screening, due diligence, and syndication.
• Annotate, label, and validate data across investment banking use cases like financial statement analysis and capital structure optimization.
• Provide structured feedback on AI accuracy concerning SEC regulations, deal documentation, and financial terminology.
• Collaborate asynchronously with research teams to improve evaluation frameworks for financial services AI.

Requirements

• Minimum of 3 years of professional experience at a bulge bracket, elite boutique, middle market, or regional investment bank.
• Experience in areas such as M&A advisory, equity or debt capital markets, leveraged finance, or restructuring.
• Strong analytical skills with the ability to translate deal workflows into structured evaluation tasks.
• Clear written communication and strong attention to detail.

Preferred Qualifications

• Series 7, 63, 79 licenses or CFA designation.
• Experience in industry coverage groups such as TMT, healthcare, industrials, or financial institutions group (FIG).

Compensation & Benefits

• Competitive pay per completed task based on quality.
• Weekly performance bonuses for top performers.
• Opportunity to transition to an hourly compensation model for sustained quality work.

Location

• Remote

Application Process

• Upload resume.
• Complete an AI interview based on your resume.
• Submit application form.

The application process typically takes 20–30 minutes to complete. Applications are reviewed daily, and completion of all steps is required for consideration.