We are seeking a skilled Financial & Investment Analysis professional to work as a project consultant in our AI Labor Marketplace. This is not a full-time employment position — you will be engaged as an expert project consultant on a contract basis.

Location: U.S.-based experts only

Engagement: Part-time, project-based expert evaluation work

Work Type: Remote

Consultants will design and evaluate complex, real-world financial and investment analysis scenarios to improve AI performance on tasks such as valuation, financial modeling, capital allocation, investment decision-making, and market analysis across public and private markets.

This is a project-based consultant role. Consultants will be paid on a per-project basis; hourly rates are estimates based on anticipated completion time. Consultants control their own schedule, provide their own tools, and may simultaneously provide services to other vendors/employers (subject to those vendors’ allowances).

Responsibilities

Contributors will:

• Create real-world, domain-specific financial and investment prompts reflecting day-to-day work in investment banking, asset management, PE/VC, or corporate finance
• Design realistic and complex analytical scenarios (e.g., valuation edge cases, ambiguous financial data, conflicting signals) intended to challenge advanced AI models
• Build criteria-based evaluation rubrics with clearly defined categories such as financial accuracy, modeling logic, assumptions quality, risk assessment, and decision rationale
• Review and assess AI-generated model responses against the rubric
• Identify weaknesses in valuation logic, financial modeling, capital structure analysis, or investment reasoning
• Produce a golden response demonstrating how a senior financial or investment professional would approach and resolve the task
• Provide structured feedback to improve AI performance in professional-grade financial analysis and judgment

Expected Outcomes

• High-quality expert-designed financial and investment analysis tasks
• Clear, rubric-driven evaluations of AI-generated financial reasoning
• Golden responses reflecting senior-level investment and modeling judgment

Qualifications

• 10+ years of experience in investment banking, asset management, PE/VC, trading, or corporate finance
• CFA preferred; strong financial modeling and valuation expertise required
• Backgrounds may include Senior Financial Analyst, Investment Analyst, Investment Banking Analyst, Managing Director, Quantitative Analyst, or Financial Researcher
• Experience making or supporting real-world investment or capital allocation decisions
• Comfortable exercising independent, senior-level financial judgment

• Mid-Senior level
• Contract
• Finance and Sales
• Software Development

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