Investment Review Lead – Financial Models and Portfolio Analysis

About OpenTrain

OpenTrain AI is the organization hiring and contracting for this role. OpenTrain is the #1 platform for finding and building careers in AI training and data labeling, helping specialists apply their expertise to projects that shape how modern AI systems are developed.

• Remote contract opportunity
• Work in English
• Available to applicants in the United Kingdom
• Part-time commitment of 20+ hours per week
• Pay: $150 USD per hour

About AI Training and Investment Evaluation

AI training is the human side of building artificial intelligence. In specialized projects, experienced professionals review complex materials, assess the quality of analyses, and provide structured feedback that helps AI systems produce more accurate and useful work.

Your investment expertise will support the evaluation of financial models, portfolio analysis, valuation work, asset-allocation recommendations, and investment-policy considerations. This is an opportunity to apply institutional investment judgment to cutting-edge AI development.

• Help improve how AI systems handle sophisticated investment reasoning
• Use professional expertise to evaluate and challenge analytical work
• Contribute to a rapidly growing field at the intersection of finance and AI

The Role

OpenTrain is seeking an Investment Review Lead to provide senior investment judgment across a project involving both public securities and private-company work. You will establish the investment framework and analytical approach, assess recommendations against institutional standards, and communicate conclusions clearly to senior stakeholders.

• Contractor engagement with part-time availability
• 20+ hours per week
• Remote work from the United Kingdom
• English-language project
• $150 USD hourly rate

What You'll Do

You will guide the review of investment analyses and help ensure proposed actions are commercially sound, well supported, and ready for implementation. The work calls for careful reasoning, strong written communication, and the confidence to challenge assumptions.

• Provide senior investment judgment across public securities and private-company work
• Establish the investment framework and analytical approach
• Review valuations, portfolio analysis, asset-allocation recommendations, and investment-policy considerations
• Challenge assumptions and identify investment risks
• Guide the development of recommendations and assess whether actions are commercially sound and implementation-ready
• Review financial models, investment analyses, and presentation materials produced by other team members
• Provide structured feedback on analytical and presentation materials
• Communicate investment conclusions clearly and authoritatively to senior stakeholders

Required Qualifications

This role requires substantial professional investment experience and senior-level judgment. Candidates should be comfortable having their conclusions reviewed and challenged while defending rigorous, commercially minded recommendations.

• Approximately 12–15 or more years of professional investment experience
• Senior experience within a multi-family office, private equity firm, hedge fund, investment office, investment bank, or comparable institutional investment platform
• Experience in a senior position such as Chief Investment Officer, Managing Director, Investment Director, Head of Investments, or Senior Portfolio Manager
• Strong understanding of both public markets and private-company investing
• Expertise in portfolio construction, investment analysis, valuation, asset allocation, and risk management
• Exceptionally strong written communication
• Ability to explain complex investment judgments clearly
• Detail-oriented and commercially minded approach
• Comfort with having investment conclusions reviewed and challenged

Helpful Background and How to Apply

Multi-family office experience is preferred but not required. Prior experience with AI evaluation, human-data projects, or structured investment assessments is also helpful.

OpenTrain gives specialists a way to build a career in AI training and data labeling, where professional knowledge can be used to teach and evaluate advanced AI systems. Create a free OpenTrain account to build your profile and apply in minutes.

• Multi-family office experience is a plus
• AI evaluation or human-data project experience is a plus
• Structured investment assessment experience is a plus
• Apply remotely through OpenTrain AI