Design and document realistic investment scenarios and financial analysis prompts to test AI model capabilities.
Evaluate the accuracy and logic of AI-generated responses across asset classes including equities, fixed income, and derivatives.
Identify error patterns and provide structured feedback to improve model reasoning and benchmark datasets.
The hiring partner is a company developing AI models for financial analysis and investment decision-making. They work with freelance experts in a flexible, 100% remote environment alongside an international team.
Support screening, underwriting, structuring, and execution of tax equity and preferred equity transactions from intake to closing.
Build and update financial models, prepare investment committee materials, and analyze risks and value drivers.
Collaborate with senior structuring team members and use AI-enabled tools to drive transactions and improve processes.
Crux is a capital platform for the clean economy, modernizing capital raising and deployment for clean energy and critical infrastructure. The company is a remote-first team of 120+ with a high-growth, high-ownership culture.
Source and open relationships with direct investors, learning what each backs.
Write personalized first contacts that earn replies and turn them into calls.
Book qualified investors into meetings with founders whose opportunities fit.
Pairs is a global network of family offices, institutional investors, VCs, and angels that screens deal flow and invests alongside its network. The organization is flat, with a small team working directly with two co-founders.
Provide remote financial advice to customers, handling complex pension consolidation and drawdown cases.
Review and sign off advice plans generated by the Advice Engine, ensuring suitability and quality.
Coach less experienced advisers and contribute to shaping House Rules and service improvements.
Moneybox is an award-winning wealth management platform that helps nearly two million people build wealth through saving, investing, home buying, and retirement planning. The company is fast-growing with a collaborative and inclusive culture.
Review financial services product applications for suitability in accordance with broker-dealer procedures and FINRA regulations.
Serve as a resource for agents and registered personnel on product suitability and transaction documentation.
Develop exception reports and surveillance systems to support supervision of registered and non-registered personnel.
Horace Mann provides insurance and financial products tailored to educators, helping them protect assets and plan for the future. Serving over 4,100 school districts nationwide, the company is publicly traded on the NYSE and holds more than $12 billion in assets.
Lead day-to-day portfolio reporting operations and mentor team members.
Manage Addepar and Orion environments for data integrity and performance reporting.
Oversee advisor onboarding, data conversions, and process improvements.
Our partner is a wealth management firm focused on accurate portfolio reporting and investment data. They operate with a remote, distributed team and value continuous improvement.
Build and grow your own firm, powered by Savvy's platform and resources.
Develop client relationships and your book of business with the support of AI-powered prospecting and marketing tools.
Serve as a trusted advisor across investment strategy, tax planning, retirement, estate planning, and risk management.
Savvy is a registered investment advisor reinventing wealth management with an AI-native platform for independent advisors. The Series C company has 170+ employees, $200M raised, and is a Great Place to Work.
Create realistic PowerPoint tasks based on private equity or corporate development experience.
Complete each task to establish benchmark outcomes for AI-generated work.
Develop objective evaluation criteria and provide source materials for AI assessments.
Jobgether is an AI-powered job matching platform that connects candidates with hiring companies. This role is posted on behalf of a partner company, and the hiring process is managed by their internal team.
Conduct market and investment landscape scans in food and oceans sectors across priority regions.
Engage with WWF Impact's portfolio companies and support pipeline development, monitoring, and evaluation.
Contribute to reports and presentations that inform early-stage impact investing strategy.
World Wildlife Fund (WWF) is a global conservation organization that partners with communities, companies, and governments to protect wildlife and conserve habitats. Nearly 1 million people in the U.S. and more than 5 million globally are WWF members.
Drive strategic growth of the Arbitrum ecosystem across the capital markets community, including investment firms, asset managers, and research analysts.
Build and maintain relationships with crypto-native and traditional investment organizations, supporting engagement and onboarding new partners.
Prepare institutional-grade materials, coordinate investor meetings and roadshows, and support investment due diligence.
The Arbitrum Foundation is dedicated to scaling Ethereum through cutting-edge Layer 2 solutions, including Arbitrum One, an Optimistic Rollup that enables faster, more affordable transactions while maintaining Ethereum's security. It is a leading Ethereum scaling solution with hundreds of dApps and over $13bn TVL, and the team values decentralization, innovation, and community.