Investment Specialist – Freelance AI Trainer Project

Jobgether SRL; Schweiz; Remote; CHF 6,900 - 75,000; Full time

Benefits offered by this job

100% remote work

Competitive hourly pay

Freelance autonomy

Global exposure

Job summary

Lever, Inc. is seeking an Investment Specialist – Freelance AI Trainer based in Switzerland. This 100% remote role focuses on training AI models using advanced financial scenarios, covering equities, fixed income, derivatives, and macroeconomics.

You will design tests, capture model reasoning, and provide transparent feedback to enhance AI performance for investment decision-making. You will work with an international team at the intersection of finance and machine learning, contributing to

Qualifications

• Foundational to advanced knowledge of investment topics (e.g., modeling, asset allocation, risk, macro dynamics).
• Strong ability to articulate complex reasoning step-by-step and clearly.
• Experience in asset management, equity/fixed income research, or financial analysis is valued.

Responsibilities

• Formulate, execute, and document investment scenarios and financial prompts to test LLMs.
• Evaluate factual accuracy and financial logic across asset classes.
• Identify error traces and oversimplifications to improve analytical depth.
• Provide structured feedback to refine prompts, guidelines, and datasets.
• Collaborate on model performance related to portfolio management and risk assessment.

Skills

Investment knowledge

Critical thinking

Metacognitive skills

English writing

Remote work

Education

Finance/Economics degree

Tools

Excel

Bloomberg Terminal

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 Switzerland.

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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