Role Overview
We are looking for experienced finance and investment professionals to join us as
Senior AI Trainers – Financial & Investment Analysts
. In this role, you will bring senior-level expertise in investment analysis, financial modeling, valuation, and investment judgment to help train and evaluate advanced AI systems.
You will design sophisticated, real-world financial tasks and assess AI-generated analyses against professional investment standards. Your expertise will help ensure that AI models can accurately interpret financial information, build complex models, evaluate investment opportunities, assess risk, challenge assumptions, and deliver evidence-based recommendations.
What Does Day-to-Day Look Like?
Create complex, realistic investment and financial analysis tasks based on real-world professional scenarios.
Develop assignments involving company valuation, financial modeling, investment analysis, forecasting, credit assessment, and portfolio evaluation.
Build and review sophisticated models, including
three-statement, DCF, LBO, merger, credit, forecasting, and scenario models
.
Evaluate AI-generated valuation analyses using DCF, comparable-company, precedent-transaction, and asset-based methodologies.
Assess investment opportunities, financial risks, operating assumptions, capital structures, and potential returns.
Challenge assumptions and identify weaknesses, inconsistencies, or unsupported conclusions in AI-generated analyses.
Develop clear assumptions, datasets, calculations, evaluation criteria, and gold-standard solutions.
Review AI outputs for financial accuracy, analytical rigor, investment judgment, and commercial realism.
Provide detailed expert feedback to improve AI reasoning and financial decision-making.
Create scenarios requiring evidence-based investment recommendations and risk assessments.
Calibrate evaluation standards and review complex financial tasks to ensure consistent quality and technical accuracy.
Collaborate with AI, product, and finance specialists to improve training and evaluation frameworks.
Apply independent investment judgment when assessing high-difficulty financial and investment scenarios.
Requirements
8–15 years of professional experience
across investment banking, private equity, hedge funds, asset management, credit, equity research, or corporate finance.
CFA, CAIA, MBA, or equivalent qualification
; substantial front-office or investment-desk experience may also be considered.
Expert knowledge of valuation methodologies, including
DCF, comparable-company, precedent-transaction, and asset-based analysis
.
Advanced financial-modeling experience across
three-statement, LBO, merger, credit, forecasting, and scenario models
.
Proven investment judgment with the ability to evaluate opportunities, assess risks, challenge assumptions, and develop evidence-based recommendations.
Strong understanding of financial statements, capital structures, financial markets, and investment principles.
Exceptional analytical and quantitative skills with meticulous attention to detail.
Ability to create sophisticated financial tasks with clear assumptions, calculations, analytical frameworks, and expected outcomes.
Strong written communication skills and the ability to articulate complex financial concepts clearly.
Ability to independently evaluate high-difficulty AI-generated financial outputs and identify technical or logical weaknesses.
Professional fluency in English.
Preferred Qualifications
Senior front-office experience within investment banking, private equity, hedge funds, asset management, or institutional investing.
Experience evaluating complex investment opportunities, transactions, or portfolio strategies.
Experience with advanced financial modeling and transaction analysis.
Experience developing investment committee materials, research reports, valuation analyses, or transaction models.
Background in financial due diligence, restructuring, credit investing, or special situations is a plus.
Experience with AI, machine learning, data annotation, AI evaluation, or large language model projects.
Experience designing finance case studies, technical assessments, investment exercises, or professional training materials.
Advanced proficiency in Excel and financial modeling platforms.
Additional proficiency in Spanish or Portuguese is a plus for the LatAm market.
Benefits
Opportunity to contribute to the development of
next-generation AI technology
using senior-level investment expertise.
Flexible, remote-friendly working environment across
Europe, Latin America, and North America
.
Work that directly leverages your investment, valuation, and financial-modeling experience.
Exposure to innovative AI applications in investment research, financial analysis, valuation, and decision-making.
Flexible project opportunities with the ability to collaborate with professionals across finance, technology, and AI.
Competitive compensation aligned with experience, qualifications, and specialist expertise.
Opportunity to develop expertise at the intersection of
finance, investment analysis, and artificial intelligence
.
Offer Details
Job Title:
Senior AI Trainer – Financial & Investment Analysts (Europe & LatAm & NA)
Seniority:
Senior / Expert Level
Experience:
8–15 years
Location:
Europe, Latin America & North America
Work Arrangement:
Remote / Flexible
Engagement:
Project-based or flexible professional engagement, depending on business requirements
Compensation:
Competitive and commensurate with relevant experience, qualifications, and technical expertise
If you are a seasoned finance and investment professional with exceptional analytical skills, strong investment judgment, and a passion for emerging AI technologies, we encourage you to apply!
Cel. : +355692354896
We are looking for experienced finance and investment professionals to join us as
Senior AI Trainers – Financial & Investment Analysts
. In this role, you will bring senior-level expertise in investment analysis, financial modeling, valuation, and investment judgment to help train and evaluate advanced AI systems.
You will design sophisticated, real-world financial tasks and assess AI-generated analyses against professional investment standards. Your expertise will help ensure that AI models can accurately interpret financial information, build complex models, evaluate investment opportunities, assess risk, challenge assumptions, and deliver evidence-based recommendations.
What Does Day-to-Day Look Like?
Create complex, realistic investment and financial analysis tasks based on real-world professional scenarios.
Develop assignments involving company valuation, financial modeling, investment analysis, forecasting, credit assessment, and portfolio evaluation.
Build and review sophisticated models, including
three-statement, DCF, LBO, merger, credit, forecasting, and scenario models
.
Evaluate AI-generated valuation analyses using DCF, comparable-company, precedent-transaction, and asset-based methodologies.
Assess investment opportunities, financial risks, operating assumptions, capital structures, and potential returns.
Challenge assumptions and identify weaknesses, inconsistencies, or unsupported conclusions in AI-generated analyses.
Develop clear assumptions, datasets, calculations, evaluation criteria, and gold-standard solutions.
Review AI outputs for financial accuracy, analytical rigor, investment judgment, and commercial realism.
Provide detailed expert feedback to improve AI reasoning and financial decision-making.
Create scenarios requiring evidence-based investment recommendations and risk assessments.
Calibrate evaluation standards and review complex financial tasks to ensure consistent quality and technical accuracy.
Collaborate with AI, product, and finance specialists to improve training and evaluation frameworks.
Apply independent investment judgment when assessing high-difficulty financial and investment scenarios.
Requirements
8–15 years of professional experience
across investment banking, private equity, hedge funds, asset management, credit, equity research, or corporate finance.
CFA, CAIA, MBA, or equivalent qualification
; substantial front-office or investment-desk experience may also be considered.
Expert knowledge of valuation methodologies, including
DCF, comparable-company, precedent-transaction, and asset-based analysis
.
Advanced financial-modeling experience across
three-statement, LBO, merger, credit, forecasting, and scenario models
.
Proven investment judgment with the ability to evaluate opportunities, assess risks, challenge assumptions, and develop evidence-based recommendations.
Strong understanding of financial statements, capital structures, financial markets, and investment principles.
Exceptional analytical and quantitative skills with meticulous attention to detail.
Ability to create sophisticated financial tasks with clear assumptions, calculations, analytical frameworks, and expected outcomes.
Strong written communication skills and the ability to articulate complex financial concepts clearly.
Ability to independently evaluate high-difficulty AI-generated financial outputs and identify technical or logical weaknesses.
Professional fluency in English.
Preferred Qualifications
Senior front-office experience within investment banking, private equity, hedge funds, asset management, or institutional investing.
Experience evaluating complex investment opportunities, transactions, or portfolio strategies.
Experience with advanced financial modeling and transaction analysis.
Experience developing investment committee materials, research reports, valuation analyses, or transaction models.
Background in financial due diligence, restructuring, credit investing, or special situations is a plus.
Experience with AI, machine learning, data annotation, AI evaluation, or large language model projects.
Experience designing finance case studies, technical assessments, investment exercises, or professional training materials.
Advanced proficiency in Excel and financial modeling platforms.
Additional proficiency in Spanish or Portuguese is a plus for the LatAm market.
Benefits
Opportunity to contribute to the development of
next-generation AI technology
using senior-level investment expertise.
Flexible, remote-friendly working environment across
Europe, Latin America, and North America
.
Work that directly leverages your investment, valuation, and financial-modeling experience.
Exposure to innovative AI applications in investment research, financial analysis, valuation, and decision-making.
Flexible project opportunities with the ability to collaborate with professionals across finance, technology, and AI.
Competitive compensation aligned with experience, qualifications, and specialist expertise.
Opportunity to develop expertise at the intersection of
finance, investment analysis, and artificial intelligence
.
Offer Details
Job Title:
Senior AI Trainer – Financial & Investment Analysts (Europe & LatAm & NA)
Seniority:
Senior / Expert Level
Experience:
8–15 years
Location:
Europe, Latin America & North America
Work Arrangement:
Remote / Flexible
Engagement:
Project-based or flexible professional engagement, depending on business requirements
Compensation:
Competitive and commensurate with relevant experience, qualifications, and technical expertise
If you are a seasoned finance and investment professional with exceptional analytical skills, strong investment judgment, and a passion for emerging AI technologies, we encourage you to apply!
Cel. : +355692354896