Investment Banking Modeling Specialist

AI Trainer Jobs; United States; Remote; USD 110,000 - 276,000; Full time

Job summary

AI Trainer Jobs is seeking an Investment Banking Modeling Specialist for a remote review track evaluating AI outputs across banking workflows. You will assess calculations, narrative reasoning, and policy adherence, flag issues, and document the correct treatment so the modeling team can train on it.

You should have direct banking experience on real engagements, a CPA/CFA/ACA or equivalent, and be able to work asynchronously for at least 10 hours per week under program-defined pacing.

Qualifications

• Direct working experience with banking on real engagements, transactions, or audits for Investment Banking Modeling Specialist work.
• 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.

Responsibilities

• Review AI outputs against current banking standards, regulations, and firm policy for Investment Banking Modeling Specialist 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.

Skills

Financial analysis

Audit-grade review

Regulatory standards

Risk assessment

Banking

DCF

Financial Modeling

LBO

Education

CPA

CFA

ACA

Job description

Investment Banking Modeling Specialist 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.

Category: Finance, Accounting & Economic AI · Pay: $80–$200 / hr · Location: Remote — US-eligible · Contractor

Investment Banking Modeling Specialist is a remote review track for evaluating AI outputs across banking workflows.

Role details

About the role

Investment Banking Modeling Specialist 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.
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.
Review financial reasoning and accounting treatment. Audit logic and risk work too.

Responsibilities

• Review AI outputs against current banking standards, regulations, and firm policy for Investment Banking Modeling Specialist 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.

What you should bring

• Direct working experience with banking on real engagements, transactions, or audits for Investment Banking Modeling Specialist 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.

Useful experience

• 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.

Compensation and schedule

$80–$200 / hr
Expected arrangement: contractor , with program-defined task volume and review pacing. Placement depends on current program demand and reviewer confirmation.

Skills used in matching

• Financial analysis
• Audit-grade review
• Regulatory standards
• Risk assessment
• Banking
• DCF
• Financial Modeling
• LBO

Application boundary

Creating a specialist profile records your experience and preferences. Starting role intake is a separate action that attaches this role to your candidate record.

Specialist intake

The intake preserves your chosen role, the visible terms, and source attribution for reviewer context.

• 01 Confirm profile and eligibility details.
• 02 Attach this role deliberately.
• 03 Receive a human review decision or follow-up.

Placement timing depends on program demand and reviewer confirmation.