Investment & Finance Expert, Remote - Contract

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Hiring Remotely in United States
Remote
Junior
HR Tech • Information Technology • Professional Services • Consulting
The Role
Evaluate and improve AI model responses involving financial modeling, valuation, investment analysis, capital markets, and due diligence. Create expert prompts and reference answers based on real deal experience, identify errors and unrealistic assumptions, and provide feedback to improve financial reasoning. The role is contract-based and remote, requiring strong finance expertise, Excel proficiency, and written English communication.
Summary Generated by Built In

Role Title: Investment & Finance Expert
Role Type: Contractor
Location: Remote
Required Skills:

  • Financial modeling

  • Valuation

  • Investment analysis

  • Due diligence

  • Capital markets

  • Financial analysis

  • Excel

About the Role You'll evaluate and improve how AI models handle financial reasoning, valuation, markets, and real-world investment scenarios.

Scope of Work

  • Assess AI model outputs on valuation, financial modeling, markets, and investment analysis

  • Create expert-level prompts and reference answers grounded in real deal experience

  • Flag errors, weak reasoning, and unrealistic assumptions in model responses

  • Provide domain feedback that directly shapes model behavior

Preferred Qualifications

  1. At least one year of experience at a well-known financial firm or legitimate startup (IB, PE, VC, hedge fund, or growth equity), with at least part of this experience within the past 7 years

  2. Undergraduate degree from a top-ranked university

  3. Based in an English-speaking country

  4. Strong written communication in English

Skills Required

  • Financial modeling experience
  • Valuation experience
  • Investment analysis experience
  • Due diligence experience
  • Capital markets experience
  • Financial analysis experience
  • Excel proficiency
  • At least one year of experience at a well-known financial firm or legitimate startup, including investment banking, private equity, venture capital, hedge fund, or growth equity experience; some experience must be within the past seven years
  • Undergraduate degree from a top-ranked university
  • Based in an English-speaking country
  • Strong written communication in English

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The Company
Year Founded: 2012

What We Do

Xperteez Technology is a business consulting and recruitment firm that bridges the gap between business needs and talent. The company specializes in providing IT consulting, digital marketing, and comprehensive recruitment solutions across various sectors, including BFSI, manufacturing, and e-commerce. They focus on connecting qualified job seekers with direct payroll opportunities at leading companies across India, emphasizing growth and technological excellence.

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