Investment & Finance Expert

AI Trainer Jobs; United States; Remote; USD 96,000 - 124,000; Part time

Job summary

AI Trainer Jobs is seeking an Investment & Finance Expert to remotely review AI outputs across investment analysis workflows. Reviewers grade calculations, narrative reasoning, and policy adherence, flag issues, and document corrected treatment for model training.

Experience in investment analysis, CPA/CFA/ACA credentials, and the ability to apply rubrics across long batches are valued. The role offers flexible contractor engagement with remote work in the US market.

Qualifications

• Direct working experience with investment analysis on real engagements, transactions, or audits.
• CPA, CFA, or ACA credentials (or equivalent experience).
• Ability to apply rubrics consistently across long batches.
• Clear written reasoning citing standards, regulations, or firm policy.

Responsibilities

• Review AI outputs against current investment analysis standards, regulations, and firm policy for Investment & Finance 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.

Skills

Financial analysis

Audit-grade review

Regulatory standards

Risk assessment

Investment analysis

Finance

Education

CPA

CFA

ACA

Job description

Investment & Finance Expert is a remote review track for evaluating AI outputs across investment analysis 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: $70–$90 / hr · Location: Remote — US-eligible · Contractor

Investment & Finance Expert is a remote review track for evaluating AI outputs across investment analysis workflows.

Role details

About the role

Investment & Finance Expert is a remote review track for evaluating AI outputs across investment analysis 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.
Investment analysis 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 investment analysis standards, regulations, and firm policy for Investment & Finance 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.

What you should bring

• Direct working experience with investment analysis on real engagements, transactions, or audits for Investment & Finance 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 investment analysis 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

Hourly rate confirmed after the interview process.
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
• Investment analysis
• Finance