Senior Finance & Investment Expert – AI Training

This is a fully remote position, open to applicants in Brazil, +4 more states.

📋 Description

• Design complex finance and investment assignments rooted in realistic professional contexts.

• Formulate technically precise, sound, and industry-leading solutions.

• Analyze AI-generated results for accuracy, thoroughness, assumptions, and practical significance.

• Examine financial models, valuation assessments, forecasts, and investment proposals.

• Evaluate work involving DCF, comparable company, precedent transaction, and asset-based valuations.

• Confirm the validity of three-statement, LBO, merger, credit, forecasting, and scenario models.

• Review and adjust contributions from other team members.

• Ensure a consistent level of quality across assigned projects and daily evaluations.

• Recognize authentic edge cases and ambiguous evaluation standards.

• Refer complex cases and unclear rubrics to the lead functional expert.

⛳️ Requirements

• Between 8 to 15 years of professional experience in investment banking, private equity, hedge funds, asset management, credit, equity research, or corporate finance.

• Possession of a CFA, CAIA, MBA, or a comparable qualification, or significant front-office or investment desk experience.

• In-depth expertise in DCF, comparable company, precedent transaction, and asset-based valuation methodologies.

• Advanced proficiency in constructing three-statement, LBO, merger, credit, forecasting, and scenario models.

• Demonstrated capability to evaluate investment prospects, analyze risks, and question financial assumptions.

• Full-time commitment of 40 hours per week, including a minimum of 4 hours overlap with PST.

• Successful completion of a brief online assessment and delivery review.

🏝️ Benefits

• Competitive compensation package.

• Opportunities for professional development and advancement.

• Flexible work arrangements to support work-life balance.

• Access to a comprehensive benefits program.