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Investment & Finance Expert, Remote

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Evaluate and improve AI model responses involving financial modeling, valuation, capital markets, due diligence, and investment analysis. Create expert prompts and reference answers based on real deal experience, identify errors and unrealistic assumptions, and provide feedback to improve financial reasoning. The role is remote and contract-based, requiring strong English communication and relevant experience in investment banking, private equity, venture capital, hedge funds, or growth equity.

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Role Title: Investment & Finance Expert

Role Type: Contract

Location: Remote

Required Skills: Financial modeling, Valuation, Investment analysis, Due diligence, Capital markets, Financial analysis, Excel.

You'll evaluate and improve how AI models handle financial reasoning, valuation, markets, and real-world investment scenarios.

Scope of Work

Assess AI model outputs on valuation, financial modeling, markets, and investment analysis.
Create expert-level prompts and reference answers grounded in real deal experience.
Flag errors, weak reasoning, and unrealistic assumptions in model responses.
Provide domain feedback that directly shapes model behavior.

Preferred Qualifications

At least one year of experience at a well-known financial firm or legitimate startup (IB, PE, VC, hedge fund, or growth equity), with at least part of this experience within the past 7 years
Undergraduate degree from a top-ranked university
Based in an English-speaking country
Strong written communication in English

What you need to know about the NYC Tech Scene

As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.

Key Facts About NYC Tech

Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
Key Industries: Artificial intelligence, Fintech
Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory