Financial and Investment AI Training Analyst

About OpenTrain

OpenTrain AI is the hiring and contracting organization for this role. OpenTrain is the #1 platform for finding and building careers in AI training and data labeling, helping specialized professionals discover projects, build a profile, and apply in minutes.

This opportunity lets experienced finance professionals apply their expertise to high-value AI training work while building a durable portfolio of specialized contributions.

• Contractor and part-time opportunity
• Worldwide eligibility
• 20+ hours per week
• English-language work

About AI Training Work

AI training is the human side of building artificial intelligence. People create examples, evaluate model responses, and provide expert feedback so AI systems can reason more accurately and produce more useful results.

In this role, your financial analysis and investment judgment will help shape how AI systems handle complex professional tasks involving valuation, modeling, forecasting, portfolio analysis, and risk.

• Contribute to cutting-edge AI development
• Use professional expertise to evaluate model quality
• Work remotely with flexible scheduling typical of AI training projects
• Build experience in a fast-growing technology field

The Role

OpenTrain is seeking a Financial and Investment AI Training Analyst to create and assess advanced financial reasoning tasks for AI systems. You will develop realistic exercises, produce gold-standard solutions, and review contributor or model outputs for technical accuracy, sound assumptions, practical relevance, and alignment with professional financial decision-making.

The subject matter centers on financial modeling and valuation review. The listing is marked entry level, while the stated requirements call for 8 to 15 years of relevant professional experience.

• Create high-difficulty financial reasoning tasks
• Develop reliable solutions based on professional financial standards
• Evaluate AI and contributor outputs for technical quality
• Apply evidence-based investment judgment

What You'll Do

You will design and review complex tasks across financial analysis and investment decision-making. Your work will include checking calculations, challenging assumptions, calibrating contributor output, and identifying issues that require expert review.

• Create tasks involving DCF, comparable-company, precedent-transaction, and asset-based valuation
• Assess construction and review of three-statement, LBO, merger, credit, forecasting, and scenario models
• Develop investment research, portfolio analysis, forecasting, and risk assessment exercises
• Produce gold-standard financial solutions
• Check calculations, assumptions, and alignment with professional standards
• Review and calibrate contributor output
• Identify rubric ambiguities and genuine edge cases
• Escalate unresolved ambiguities or edge cases to the appropriate expert lead
• Probe opportunity evaluation, risk assessment, assumption challenge, and evidence-based recommendations

Required Experience and Skills

You should bring substantial professional finance experience and advanced technical modeling ability. Strong investment judgment is essential, including the ability to evaluate opportunities, assess risk, challenge assumptions, and make recommendations supported by evidence.

A CFA, CAIA, MBA, equivalent qualification, or substantial front-office or investment-desk experience is valued. A bachelor's degree or equivalent practical experience is required.

• 8 to 15 years of experience in investment banking, private equity, hedge funds, asset management, credit, equity research, or corporate finance
• Expert knowledge of DCF, comparable-company, precedent-transaction, and asset-based valuation methods
• Advanced experience building three-statement, LBO, merger, credit, forecasting, and scenario models
• Strong investment judgment and financial decision-making ability
• Ability to create gold-standard financial solutions
• Ability to identify rubric ambiguities and edge cases
• Bachelor's degree or equivalent practical experience
• CFA, CAIA, MBA, equivalent qualification, or front-office or investment-desk experience is valued
• AI evaluation, data annotation, content review, quality assurance, or related analytical experience is helpful but not required

Who Should Apply

This role is suited to finance professionals who can combine rigorous technical analysis with practical investment judgment. It may be a strong fit if you have worked directly with complex financial models, investment research, transaction analysis, credit assessment, or portfolio decisions and want to help improve advanced AI systems.

• Investment banking professionals
• Private equity or hedge fund professionals
• Asset management and equity research professionals
• Credit and corporate finance specialists
• Experienced financial modelers and valuation practitioners
• Finance experts interested in AI evaluation and training

How the OpenTrain Opportunity Works

As an OpenTrain contractor, you will contribute to specialized AI training work while developing a professional record of your expertise. OpenTrain helps contributors build a profile around valuable skills and discover opportunities that match their background.

Creating an OpenTrain account is free. Apply through OpenTrain to be considered for this financial and investment AI training opportunity.

• Contractor engagement
• Part-time workload of 20+ hours per week
• Worldwide opportunity
• English-language tasks
• Free OpenTrain account creation
• Opportunity to build a specialized AI training portfolio