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Investment Services Expert
Financial Planning and AnalysisFinancial Planning and AnalysisPart TimeRemoteTeam 11-50Since 2021H1B No SponsorCompany SiteLinkedIn
Location
United States
Posted
136 days ago
Salary
$90 - $150 / hour
Bachelor Degree2 yrs expEnglish
Job Description
• Evaluate AI-generated outputs in investment-related tasks for quality, accuracy, and business alignment
• Calibrate AI decision-making processes in valuation modeling, portfolio analysis, forecasting, risk assessment, and scenario planning
• Provide structured feedback to improve clarity, consistency, and financial rigor
Job Requirements
- Bachelor’s degree in Finance, Economics, Business Administration, or a related analytical field (MBA or certifications such as CFA, CPA, CAIA are a plus)
- 2+ years in investment services, ideally in investment banking, private equity, asset management, equity research, or related buy-side/sell-side roles within established organizations
- Strong proficiency in investment analysis and financial modeling (valuation, market analysis, portfolio construction, risk-return assessment)
- Solid understanding of investment processes, performance metrics, and strategic decision-making frameworks
- Excellent analytical, critical thinking, written, and presentation skills, with the ability to simplify complex financial insights.
Benefits
- Weekly performance incentives of $20–$100 per hour for top performers
- Asynchronous work — flexible schedule
- Independent contractor engagement, with daily payments via Stripe Connect
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