Investment Finance Expert – CL Funnel

This is a fully remote position, open to applicants in United States.

📋 Description

• Create intricate and realistic finance scenarios grounded in professional practice.

• Develop supporting documentation such as models, memos, filings, and data sets.

• Write and assess finance-related tasks utilized for training AI agents.

• Leverage analytical and decision-making skills in areas like modeling, diligence, valuation, underwriting, forecasting, risk management, accounting, reporting, or other related finance sectors.

• Tackle complex problems that necessitate judgment rather than merely processing high volumes of data.

• Partner with leading researchers on AI training initiatives.

⛳️ Requirements

• A minimum of 3 years of substantial, recent, hands-on finance experience at a reputable institution.

• Currently engaged in the finance sector.

• Proven experience with Excel and financial modeling.

• Familiarity with Bloomberg, Capital IQ, FactSet, data rooms, ERP/consolidation systems, or quant/risk platforms as applicable.

• Availability to commit at least 10 hours per week.

• Experience in taking ownership of analyses and decisions, including building models for live deals or investments, leading due diligence, defending valuations or recommendations, managing forecasting/reporting cycles, structuring financings, or composing trusted memos.

• An advanced degree (MBA, MS, PhD) and/or relevant credentials (CFA, CPA, FRM, actuarial designation) are preferred but not mandatory.

• Must not require H-1B or STEM OPT sponsorship.

🏝️ Benefits

• Fully remote position.

• Flexible scheduling to suit your needs.

• Weekly payments processed via Stripe or Wise.

• Competitive compensation.

• Collaborate with top researchers in the field.

• Opportunity to contribute to the development of the next generation of AI systems.

• Engagement as an independent contractor.

• Referral bonuses up to $400 for each successful referral.