Investment Banking AI Subject-Matter Expert

AuraOne, Inc.; United States; Remote; USD 83,000 - 124,000; Part time

Job summary

AuraOne, Inc. seeks an Investment Banking AI Subject-Matter Expert to review model outputs against banking standards, regulations, and firm policy. The role is remote for US-eligible contractors, with an hourly rate discussed after interviews.

You will re-perform calculations, flag rounding or classification errors, and document corrections to help train the modeling team. CPA/CFA/ACA credentials and strong written reasoning are expected, with at least 10 hours per week.

Qualifications

• Direct working experience with banking on real engagements, transactions, or audits.
• Professional credentials (CPA, CFA, or ACA) or equivalent applied experience.
• Ability to apply multi-page rubrics consistently across long batches.
• Clear written reasoning citing standards, regulations, or policy.
• Reliable async availability for at least 10 hours per week.

Responsibilities

• Review AI outputs against banking standards, regulations, and firm policy for Investment Banking AI Subject-Matter Expert assignments.
• Re-perform calculations and flag rounding, classification, or treatment errors.
• Tag compliance, reconciliation, and disclosure issues with structured severity scores.
• Capture the corrected workpaper or narrative so the modeling team can train on it.
• Adjudicate disputed treatments against published standards or firm guidance.
• Maintain reviewer-quality scores in inter-rater calibration cycles.

Skills

Financial analysis

Audit-grade review

Regulatory standards

Risk assessment

Banking

Quantitative finance and economics

AI evaluation

Rubric writing

Expert review

Education

CPA

CFA

ACA

Job description

Investment Banking AI Subject-Matter Expert is a remote review track for evaluating AI outputs across banking workflows. Reviewers grade calculations, narrative reasoning, and policy adherence; flag compliance and reconciliation issues; and document the correct treatment so the modeling team can train on it.

Why this role matters

Banking workflows leave no room for fuzzy reasoning. AuraOne uses experienced finance-and-risk professionals to grade AI outputs the way an audit reviewer would — with citations, severity tags, and the corrected calculation alongside the original.

Responsibilities

• Review AI outputs against current banking standards, regulations, and firm policy for Investment Banking AI Subject-Matter Expert assignments.
• Re-perform calculations and flag rounding, classification, or treatment errors.
• Tag compliance, reconciliation, and disclosure issues with structured severity scores.
• Capture the corrected workpaper or narrative so the modeling team can train on it.
• Adjudicate disputed treatments against published standards or firm guidance.
• Maintain reviewer-quality scores in inter-rater calibration cycles.

Qualifications

• Direct working experience with banking on real engagements, transactions, or audits for Investment Banking AI Subject-Matter Expert work.
• A CPA, CFA, or ACA. A comparable credential or equivalent applied experience also works.
• Comfort applying multi-page rubrics consistently across long batches.
• Clear written reasoning that cites standards, regulations, or firm policy.
• Reliable async availability for at least 10 hours per week.

Example tasks

• Re-perform a banking calculation produced by a model and flag any rounding or classification errors.
• Grade a model's narrative reasoning on a complex transaction and rate the citation quality.
• Adjudicate a disputed treatment between two reviewers using current standards.
• Audit a 25-row batch for rubric consistency and report drift to the program lead.

Nice to have

• Big Four, bulge-bracket, or in-house controller / risk experience.
• Familiarity with AI-assisted close, audit, or risk tooling and its failure modes.
• Bilingual experience for cross-jurisdiction reviews.

Skills

• Financial analysis
• Audit-grade review
• Regulatory standards
• Risk assessment
• Banking
• Quantitative finance and economics
• AI evaluation
• Rubric writing
• Expert review

Work model

Remote — US-eligible. Remote · Independent specialist contractor. Employment type: CONTRACTOR. Applicants must be authorized to work from US.

Compensation

Hourly rate confirmed after the interview process.

Direct working experience with banking on real engagements, transactions, or audits for Investment Banking AI Subject-Matter Expert work. A CPA, CFA, or ACA. A comparable credential or equivalent applied experience also works. Comfort applying multi-page rubrics consistently across long batches. Clear written reasoning that cites standards, regulations, or firm policy. Reliable async availability for at least 10 hours per week.