Investment Banking Subject-Matter Expert (Contract)

About OpenTrain

OpenTrain is the #1 platform for finding and building careers in AI training and data labeling. The platform helps freelancers discover projects, build a unified AI training portfolio, and apply quickly — creating a durable freelance career in a fast-growing field.

Creating an OpenTrain account is free. Through the platform you’ll work directly on projects that shape how next-generation AI systems understand and use specialist knowledge.

About AI training work in finance

AI training (data labeling / human feedback) is the human side of building AI: people annotate, evaluate, and review examples models learn from. In finance-focused work you directly shape models that handle valuation, deal language, financial reasoning, and market context.

This type of work is often remote and flexible, and it’s a way to apply investment-banking expertise to cutting-edge technology without needing prior AI experience.

The role

OpenTrain is recruiting an Investment Banking Expert to provide subject-matter guidance on financial content used to train AI. This is a contractor, part-time role supporting document-based labeling and evaluation tasks.

You will work with AI trainers to review and curate financial documents, evaluate model outputs, and provide expert feedback that ensures accuracy, clarity, and industry-standard language.

• Employment type: Contractor, Part-time
• Time requirement: 20+ hours/week
• Language: English (required)
• Work location: Remote — worldwide
• Pay: Hourly, USD $30–$65/hr (hourlyRate listed $65/hr)
• Data type: DOCUMENT; Label types: EVALUATION_RATING, TEXT_GENERATION

What you'll do

• Provide in-depth insights on investment banking concepts, deal structuring, and market trends.
• Review financial models, pitch books, and valuation reports for quality, relevance, and industry-appropriate language.
• Curate and refine datasets with AI trainers using specialized financial knowledge.
• Assess complex financial scenarios and deliver expert feedback from an investment banking perspective.
• Track key industry developments and apply current knowledge to AI training projects.
• Maintain clarity, accuracy, and high standards of confidentiality in written and verbal communication.

Requirements

• Extensive professional experience in investment banking or closely related financial services.
• Demonstrated expertise in financial analysis, valuation methods, and deal execution.
• Strong written and verbal communication abilities; able to explain industry concepts clearly to diverse audiences.
• High attention to detail and strong commitment to accuracy.
• Proactive, collaborative problem-solving approach and comfort working with cross-functional teams.
• Proficiency with digital communication and collaboration tools.
• Willingness to handle sensitive information with strict confidentiality.

Helpful background (not required)

Prior experience working with AI projects, training datasets, or technology-driven systems is a plus but not required. Advanced degrees in finance, economics, or related fields and familiarity with fintech trends are also advantageous.