Finance AI Trainer

This is a fully remote position, open to applicants in United States, +3 more locations.

📋 Description

• Develop engaging and realistic finance tasks that reflect everyday professional responsibilities.

• Create scenarios, prompts, and relevant documentation such as financial statements, models, data extracts, term sheets, materials for board or investment committees, and correspondence.

• Test tasks utilizing cutting-edge AI models and assess the resultant outputs, including models, memos, analyses, or presentation decks.

• Analyze two model outputs generated from the same prompts and files, documenting any discrepancies.

• Compose comprehensive grading rubrics that address assumptions, calculations, risks, recommendations, and criteria for passing or failing.

• Recognize specific failures such as flawed model logic, unsupported assumptions, misinterpreted financial data, overlooked or fabricated source files, unit and scaling mistakes, missed risks, and misinterpretations of the brief.

• Contribute to areas including valuation and modeling, credit analysis, financial planning and analysis (FP&A), markets, treasury, and risk management.

• Evaluate and enhance tasks produced by other subject matter experts.

⛳️ Requirements

• A minimum of 2 years of practical experience in corporate or investment finance is preferred.

• Currently pursuing a bachelor's degree or higher in finance, economics, business, or a relevant quantitative discipline.

• Expertise in at least one financial domain, such as equity or fixed income research, portfolio management or trading, corporate finance and FP&A, credit analysis and underwriting, investment banking, M&A or corporate development, treasury and liquidity, market, credit or liquidity risk, wealth management, insurance, actuarial science, or underwriting.

• A solid understanding of several related finance areas.

• Practical experience in constructing and reviewing three-statement, DCF, comparable company, credit, or budget models.

• Recent hands-on experience as an individual contributor actively engaged in the work.

• Proficient in written and spoken English at a professional or native level.

• Excellent written communication skills with the ability to articulate complex professional concepts clearly and concisely.

• Comfortable navigating ambiguity with a keen attention to detail.

• Capable of interpreting and applying feedback independently.

• Quick to adapt to new tasks based on written directives and materials.

• General familiarity with AI and large language model (LLM) tools, such as Claude or ChatGPT.

• Basic technology literacy, including proficiency with Google Workspace, browser profiles, desktop applications, and Excel/Google Sheets conversions, along with file compression.

• Availability for a minimum of 10 hours per week, with no upper limit on weekly hours.

• Must reside in the United States, Canada, or the UK.

• CFA, CPA, FRM, or securities licenses are advantageous but not mandatory.

🏝️ Benefits

• Compensation is provided through PayPal on a regular schedule.

• Opportunity for fully remote work.

• Flexible work scheduling options available.

• Multi-day task timers enable workload distribution over several days.

• Access to Claude and ChatGPT provided as part of the project.

• Full-time hours are obtainable.

• No personal subscription is necessary for access to Claude or ChatGPT.