Investment Services Expert | Remote
Posted 1 day ago by Crossing Hurdles
Negotiable
Undetermined
Remote
United Kingdom
Summary: The Investment Services Expert role involves evaluating AI-generated investment outputs for quality and accuracy while applying investment expertise to enhance AI decision-making in various financial tasks. The position requires independent work in a remote setting, focusing on delivering structured feedback to improve AI reasoning and analytical depth. Candidates should possess strong professional experience in investment services and relevant educational qualifications.
Key Responsibilities:
- Evaluate AI-generated investment outputs for quality, accuracy, and alignment with real-world business objectives.
- Apply investment expertise to calibrate AI decision-making across valuation, portfolio analysis, forecasting, and risk assessment tasks.
- Review AI workflows related to investment banking, private equity, asset management, and equity research use cases.
- Provide structured feedback to improve AI reasoning, financial logic, and analytical depth.
- Work independently and asynchronously while meeting defined project deliverables.
Key Skills:
- Strong professional experience in investment services, including investment banking, private equity, asset management, equity research, or related buy-side/sell-side roles.
- Bachelor’s degree in Finance, Economics, Business Administration, or a related quantitative field (advanced degrees or certifications such as MBA, CFA, CPA, or CAIA are a plus).
- Strong proficiency in financial modeling, valuation, market analysis, portfolio construction, and risk-return assessment.
- Solid understanding of investment processes, performance metrics, and strategic decision-making frameworks.
- Excellent analytical, critical thinking, and written communication skills.
- Comfortable working independently in a fully remote, project-based environment.
Salary (Rate): £120.00 hourly
City: undetermined
Country: United Kingdom
Working Arrangements: remote
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Other
Position: Investment Services Expert
Type: Hourly contract
Compensation: $80–$120/hour
Location: Remote
Commitment: 10–40 hours/week
Role Responsibilities
- Evaluate AI-generated investment outputs for quality, accuracy, and alignment with real-world business objectives.
- Apply investment expertise to calibrate AI decision-making across valuation, portfolio analysis, forecasting, and risk assessment tasks.
- Review AI workflows related to investment banking, private equity, asset management, and equity research use cases.
- Provide structured feedback to improve AI reasoning, financial logic, and analytical depth.
- Work independently and asynchronously while meeting defined project deliverables.
Requirements
- Strong professional experience in investment services, including investment banking, private equity, asset management, equity research, or related buy-side/sell-side roles.
- Bachelor’s degree in Finance, Economics, Business Administration, or a related quantitative field (advanced degrees or certifications such as MBA, CFA, CPA, or CAIA are a plus).
- Strong proficiency in financial modeling, valuation, market analysis, portfolio construction, and risk-return assessment.
- Solid understanding of investment processes, performance metrics, and strategic decision-making frameworks.
- Excellent analytical, critical thinking, and written communication skills.
- Comfortable working independently in a fully remote, project-based environment.
Application Process (Takes 20 Min)
- Upload resume
- Interview (15 min)
- Submit form