Investment and Banking Expert

In this hourly, remote contractor role, you will work as an Investment & Banking Subject Matter Expert (SME) to review AI-generated investment, banking, and corporate finance outputs and/or create expert finance content, evaluating reasoning quality and step-by-step analytical problem-solving while providing precise written feedback. You will assess solutions for accuracy, clarity, and adherence to the prompt; identify errors in valuation logic (DCF/comps/precedents), deal structuring, capital markets concepts, accounting linkages, risk analysis, and narrative rigor; fact-check financial claims and calculations; write high-quality explanations and model solutions that demonstrate correct methods; and rate and compare multiple responses based on correctness and reasoning quality. This role is with SME Careers, a fast-growing AI Data Services company and subsidiary of SuperAnnotate, delivering training data for many of the world’s largest AI companies and foundation-model labs.<br><br><strong>Important<br><br></strong>There is no immediate project for this role; however, if qualified, you will be among the first experts we reach out to when relevant opportunities arise. This will also provide you with access to future projects available through our expert network.<br><br><strong>Key Responsibilities<br><br></strong><ul><li> Develop AI Training Content: Create detailed prompts and gold-standard outputs (valuation write-ups, model walkthroughs, investment memos, pitchbook-style summaries).</li><li> Optimize AI Performance: Evaluate and rank AI responses to improve numeric accuracy, rigor, clarity, and decision usefulness.</li><li> Ensure Model Integrity: Test AI outputs for calculation errors, flawed assumptions, misleading conclusions, and bias; validate reliability across deal scenarios.<br><br></li></ul><strong>Your Profile<br><br></strong><ul><li> Bachelor’s degree (or higher) in Finance, Accounting, Economics, Business, or a related field; MBA/CFA is a strong plus.</li><li> 5+ years of professional experience in investment banking, corporate development, private equity, equity research, or corporate finance.</li><li> Expert command of valuation methods: DCF mechanics, trading comparables, precedent transactions, and how assumptions drive outcomes.</li><li> Strong accounting fluency: income statement, balance sheet, cash flow, working capital, debt schedules, and common modeling pitfalls.</li><li> Proven ability to build and review financial models (3-statement, merger model accretion/dilution intuition, LBO basics, sensitivities/scenarios).</li><li> Strong understanding of capital markets concepts: equity vs debt, cost of capital, covenants, credit metrics, issuance mechanics (high level).</li><li> High attention to detail: units, sign conventions, circularities, model integrity checks, and defensible narrative claims.</li><li> Ability to write clear, structured analysis (executive summary → key drivers → risks → conclusion); minimum C1 English proficiency.</li><li> Reliable, self-directed, and able to deliver consistent quality in an hourly, remote contractor workflow across time zones.</li><li> Prior experience with AI data training/annotation, investment memo QA, pitchbook review, or financial editorial work is strongly preferred.</li></ul>

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