Investment Counselor

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Posted May 2, 2026

Remote · US Full Time

Overview

An organization focused on advancing AI quality is seeking an Investment Counselor to join their team. This remote role offers flexible scheduling and the option to work part-time, full-time, or on a periodic basis. The position involves contributing expertise to train AI Assistant models to better serve finance professionals.

Responsibilities

  • Review and improve AI Assistant responses related to macroeconomic trends, corporate finance, and capital markets
  • Use your financial education and professional experience to verify the reasoning and accuracy of AI outputs
  • Test AI models with complex, real-world financial scenarios and edge cases to evaluate their reasoning capabilities
  • Provide clear, structured feedback to enhance the intelligence and reliability of successive AI model versions

Requirements

  • Expert-level financial reasoning and formal training in a finance-related discipline
  • Fluency in English at a native or bilingual level
  • Detail-oriented with strong skills in financial analysis, financial modeling, and data analysis
  • Relevant professional backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning
  • A Master’s or PhD degree (completed or in progress) is strongly preferred but not mandatory

Compensation & Benefits

  • Fully remote position with flexible scheduling
  • Ability to select preferred projects
  • Hourly pay starting at USD $50-$60, with additional bonuses for high-quality and high-volume work
  • Payment is made via PayPal, with currency conversions handled automatically

Additional Information

  • This is an independent contractor role
  • Only applicants located in the United States will be considered
  • No fees or payments are required from applicants