Investment Specialist – Freelance AI Trainer Project

Lever, Inc.; Canada; Remote; CAD 12,000 - 127,000; Full time

Benefits offered by this job

Hourly pay

Remote work

Freelance autonomy

Global collaboration

Job summary

Lever, Inc. in Canada seeks an Investment Specialist – Freelance AI Trainer Project to train AI models on financial markets in a fully remote setup. You will design realistic scenarios, test equities and macroeconomic concepts, and help refine AI reasoning for investment analysis.

The role emphasizes clear, metacognitive feedback and collaboration with an international team at the intersection of finance and AI, offering flexible hours and professional growth.

Qualifications

• Foundational to advanced knowledge of investment topics.
• Background in finance, economics, accounting, business administration, or related fields.
• Strong critical thinking and metacognitive abilities with explicit reasoning.
• Experience in asset management, equity/fixed-income research, or financial analysis.
• High attention to detail and excellent written English; able to work remotely.
• Access to a secure PC and reliable internet connection.

Responsibilities

• Formulate, execute, and document investment scenarios and financial prompts to test AI models.
• Evaluate factual accuracy and financial logic of AI responses across asset classes.
• Identify and analyze error traces to improve analytical depth of outputs.
• Provide structured feedback to refine prompts, guidelines, and benchmark datasets.
• Collaborate on improving model performance in portfolio management and risk assessment.

Skills

Financial modeling

Asset allocation

Portfolio management

Risk evaluation

Macroeconomics

Education

Finance/Economics/Accounting/Business

Job description

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Investment Specialist – Freelance AI Trainer Project based in Canada.

In this innovative freelance role, you will leverage your expertise in financial markets and asset management to train and refine next-generation artificial intelligence models. Operating in a flexible, 100% remote environment, you will play a crucial role in enhancing AI reasoning across equity analysis, portfolio construction, risk management, and market valuation. By designing complex financial scenarios, probing system capabilities, and capturing failure modes, your insights will directly impact how future AI tools analyze economic data and support global investment decision-making. Working alongside an international team at the intersection of finance and machine learning, you will help shape transparent, highly accurate analytical frameworks for professionals and investors worldwide.

Accountabilities

• Formulate, execute, and document realistic investment scenarios, market-based reasoning tasks, and financial analysis prompts to test the boundaries of advanced language models.

• Evaluate the factual accuracy, quantitative rigor, and financial logic of AI-generated responses across asset classes, including equities, fixed income, derivatives, and macroeconomics.

• Identify, capture, and analyze detailed error traces, logic breakdowns, and oversimplifications in model outputs to improve analytical depth and reasoning accuracy.

• Provide clear, structured, and metacognitive feedback ("showing your work") to refine system prompts, evaluation guidelines, and benchmark datasets.

• Collaborate on improving model performance related to portfolio management, valuation methodologies, technical and fundamental analysis, and risk assessment.

Requirements

• Foundational to advanced knowledge of investment topics, such as financial modeling, asset allocation, portfolio management, risk evaluation, and macroeconomic market dynamics.

• Background in finance, economics, accounting, business administration, or related fields, though practical knowledge and analytical capability are prioritized.

• Strong critical thinking and metacognitive abilities, with a proven knack for explicitly articulating complex reasoning, step-by-step logic, and analytical decisions.

• Experience in asset management, equity/fixed-income research, financial planning, brokerage, or financial analysis is highly valued; motivated entry-level candidates with strong financial literacy are welcome.

• High attention to detail, excellent written English communication, and comfort working independently in a remote settings.

• Access to a secure, personal computer and a high-speed, reliable internet connection.

Benefits

• Highly competitive hourly pay rate ranging from $6 to $65 per hour, calibrated to experience, domain expertise, and local market rates.

• 100% remote work flexibility, allowing you to set your own schedule and manage your workload from anywhere.

• Freelance autonomy with direct engagement on cutting-edge frontier AI and machine learning projects.

• Opportunity to build cross-disciplinary expertise at the intersection of advanced artificial intelligence and global financial markets.

We appreciate your interest and wish you the best!

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