Finance AI Trainer - Remote

Aston Carter • New York, NY

2d • $40,000 - $60,000 • Remote

About The Position

The Finance AI Trainer creates realistic finance tasks based on their own professional workflows, including scenarios, colleague-style prompts, and supporting files such as financial statements, models, data extracts, term sheets, board or investment committee materials, and correspondence. They run the tasks through frontier AI models and assess the resulting deliverables against professional standards. They compare model outputs on identical inputs, document strengths and shortcomings, and write detailed grading rubrics that specify required assumptions, calculations, risk analysis, and recommendations. They identify concrete errors with supporting evidence, including faulty model logic, unsupported assumptions, misread financials, mishandled source files, unit or scaling errors, missed risks, and interpretations that do not address the request. The work spans valuation and modeling, credit, FP&A, markets, treasury, and risk, and may include reviewing and refining tasks created by other experts.

This is described as fully remote contract work, with a minimum availability of 10 hours per week and no weekly maximum; full-time hours are available. Scheduling is flexible, with multi-day task timers. The posting gives inconsistent assignment durations (12 weeks, 13 weeks, and “13 week DP”) and also labels the position permanent. Compensation is described as $40–$125 per hour USD, paid via PayPal, and separately as an annual pay range of $40,000–$60,000. It also states that the independent contractor position has no benefits. Access to Claude and ChatGPT is provided through the project, without requiring a personal subscription.

Requirements

• At least 2 years of hands-on experience in a relevant field is preferred; candidates with less experience may be considered if their practical work is substantial.
• An in-progress bachelor’s degree or higher in finance, economics, business, or a quantitative field.
• Depth in at least one listed finance domain: equity or fixed-income research; portfolio management or trading; corporate finance and FP&A; credit analysis and underwriting; investment banking, M&A, or corporate development; treasury and liquidity; market, credit, or liquidity risk; wealth management; insurance, actuarial work, or underwriting.
• Working understanding of several other finance domains sufficient to assess adjacent workflows.
• Ability to build and audit practitioner-level models, including three-statement, DCF, comps, credit, or budget models.
• Currently or recently performed the work as an individual contributor, rather than solely in a managerial capacity.
• Full professional or native-level written and spoken English, with strong written communication and the ability to explain complex reasoning clearly and concisely.
• Comfort with ambiguity, attention to detail, and ability to quickly understand unfamiliar files and verify claims against underlying numbers, sources, or facts.
• Ability to interpret feedback, determine which parts are correct, apply it independently, and seek answers when needed.
• Ability to ramp up quickly on unfamiliar work from written materials and instructions, including incomplete materials and new rubric-writing tasks.
• General familiarity with AI and LLM tools, including professional use of models such as Claude or ChatGPT, and the judgment to distinguish sound answers from plausible but incorrect ones.
• Baseline technical literacy, including cloud file tools, browser profiles, installing desktop apps, and everyday file handling.
• Availability of at least 10 hours per week; no weekly maximum is stated, and full-time hours are available.
• Based in the United States, Canada, or the United Kingdom.

Nice To Haves

• CFA, CPA, FRM, or securities licenses are welcome but not required.

Responsibilities

• Create challenging, realistic finance tasks based on personal day-to-day professional work, including scenarios, prompts, and supporting files.
• Run tasks through frontier AI models and evaluate their deliverables against professional standards.
• Compare outputs from two models using identical prompts and files, determine which performed better, and document shortcomings.
• Write detailed grading rubrics specifying required assumptions, calculations, risks, recommendations, and pass/fail reasoning.
• Identify specific model failures and support them with evidence.
• Contribute across valuation and modeling, credit, FP&A, markets, treasury, and risk.
• Review and refine tasks created by other experts.

What This Job Offers

• Career Level: Mid Level