Investment Services Expert

This role is for one of Weekday's clients.

We are currently helping hire for one of the leading AI labs (via one of our partners); supporting them in building and refining advanced AI systems.

This is a unique opportunity to apply your Investment Services expertise toward shaping AI systems designed to replicate real-world workflows across investment banking, private equity, asset management, and equity research. You will help evaluate, calibrate, and enhance AI models to ensure their outputs align with professional standards in the investment domain.

Requirements

What exactly would you do?

• Evaluate AI-generated outputs in investment-related tasks for quality, accuracy, and business alignment
• Calibrate AI decision-making processes in valuation modeling, portfolio analysis, forecasting, risk assessment, and scenario planning
• Provide structured feedback to improve clarity, consistency, and financial rigor

Requirements

🎓 Education: Bachelor’s degree in Finance, Economics, Business Administration, or a related analytical field (MBA or certifications such as CFA, CPA, CAIA are a plus)

💼 Experience: 2+ years in investment services, ideally in investment banking, private equity, asset management, equity research, or related buy-side/sell-side roles within established organizations

📊 Skills:

• Strong proficiency in investment analysis and financial modeling (valuation, market analysis, portfolio construction, risk-return assessment)
• Solid understanding of investment processes, performance metrics, and strategic decision-making frameworks
• Excellent analytical, critical thinking, written, and presentation skills, with the ability to simplify complex financial insights

📍 Location: Remote (flexible, work from anywhere)

Benefits

• 💵 Compensation: $90 to $150 per hour (based on experience)
• 🎁 Bonus: Weekly performance incentives of $20–$100 per hour for top performers
• 🕒 Time commitment: ~20 hours per week (part-time)
• ⏳ Project duration: 1–2 months
• 🌍 Fully remote, asynchronous work — flexible schedule
• 📑 Independent contractor engagement, with daily payments via Stripe Connect