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Investment Banking Expert - AI Training & Evaluation (U.S. Based)

๐Ÿ“… Aug 28
Investment BankingFinancial ModelingValuationMergers And Acquisitions
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๐Ÿ“œ Description

  • Create and review finance-related prompts, scenarios, and analytical tasks.
  • Evaluate AI-generated responses for financial accuracy, reasoning quality, and business relevance.
  • Review financial analyses, assumptions, calculations, and recommendations.
  • Identify inaccuracies and provide structured feedback and quality assessments.
  • Help improve model performance and financial understanding.
  • Collaborate with project teams and meet project timelines and productivity goals.

๐Ÿ› ๏ธ Requirements

  • Bachelor's degree in Finance, Accounting, Economics, Mathematics, Statistics, Business, or a related field.
  • Minimum 4 years of professional experience in one of the listed financial disciplines.
  • Strong analytical and critical-thinking skills.
  • Excellent written English communication skills.
  • Ability to evaluate complex financial concepts and explain reasoning clearly.
  • Reliable internet connection and ability to work independently in a remote environment.
  • CFA Charterholder or CFA Candidate.
  • ACCA, ACA, CMA, MBA Finance, M.Com, or similar credentials.
  • Experience in financial modeling, valuation, forecasting, budgeting, investment analysis, or quantitative research.
  • Experience reviewing technical content, research, or analytical reports.

โœจ Benefits

  • Flexible schedule with no fixed hours per day
  • Opportunity to work on innovative AI and financial reasoning initiatives
  • Exposure to emerging AI technologies and financial model evaluation
  • Potential to participate in future projects based on performance and business needs
Full job description

Location: U.S Candidates Only (Remote)
Compensation: $35.00 - $42.00 USD per hour (depending on experience and qualifications)


We are seeking professionals with experience in investment banking, valuation, financial modeling, mergers & acquisitions (M&A), corporate finance, and capital markets. In this role, you will evaluate AI-generated financial content and provide expert feedback to improve financial reasoning and analytical accuracy.

Help Shape the Future of AI in Finance

Volga Partners is seeking experienced finance professionals to join a specialized AI initiative supporting the development, training, and evaluation of next-generation financial reasoning models.

If you have a strong background in Investment Banking, Operational Finance & Assurance, Fixed Income Research, FP&A, or Quantitative Finance and enjoy solving complex business problems, this opportunity allows you to apply your expertise in a unique and innovative way while working remotely and earning competitive project-based compensation.

This is an excellent opportunity for finance professionals seeking flexible contract work, supplemental income, consulting experience, or exposure to cutting-edge AI technologies.

Employment Type

Temporary Contract Assignment

This is a temporary, project-based contract opportunity supporting an active AI training and evaluation initiative.

While project timelines may vary based on client demand and business needs, candidates selected for the project will have the opportunity to contribute meaningful financial expertise to a growing global AI program.

Please note that this is not a permanent employment position and does not include company-sponsored benefits, paid leave, holiday pay, or guaranteed long-term employment. Continued engagement will depend on project requirements, quality of work, and business needs.


Project Timeline & Duration

Based on the information currently provided by the client, this is anticipated to be a short-term project lasting approximately 7โ€“10 days, with a tentative start date of August 31, 2026, and completion date depends on project progress, task completion, and client requirements.

Please note that project timelines are subject to change. The start date may be delayed if additional time is needed to reach required participant numbers prior to project kickoff. Likewise, the project duration and end date may be adjusted based on client needs, workload volume, quality requirements, and overall project demand.

What You Will Do

  • Create and review finance-related prompts, scenarios, and analytical tasks.
  • Evaluate AI-generated responses for financial accuracy, reasoning quality, and business relevance.
  • Apply subject matter expertise to improve model performance and financial understanding.
  • Review financial analyses, assumptions, calculations, and recommendations.
  • Identify inaccuracies, inconsistencies, and areas for improvement.
  • Provide structured feedback and quality assessments.
  • Collaborate with project teams to maintain high-quality deliverables.
  • Meet established project timelines and productivity goals.

Areas of Expertise

We are currently seeking professionals with experience in one or more of the following disciplines:

Investment Banking

  • Mergers & Acquisitions (M&A)
  • Valuation
  • Financial Modeling
  • Corporate Finance
  • Capital Markets

Operational Finance & Assurance (FP&A)

  • Budgeting & Forecasting
  • Financial Reporting
  • Variance Analysis
  • Reconciliations
  • Month-End Close
  • Project Financials
  • Business Performance Analysis
  • Financial Controls
  • KPI Reporting

Financial Planning & Analysis (FP&A)

  • Budgeting & Forecasting
  • Variance Analysis
  • Strategic Planning
  • Financial Reporting
  • Business Finance

Quantitative Finance

  • Quantitative Modeling
  • Risk Analytics
  • Statistical Analysis
  • Financial Engineering
  • Derivatives

Fixed Income Research

  • Fixed income security analysis
  • Credit research and issuer evaluation
  • Interest rate and yield curve analysis
  • Bond valuation
  • Macro and market research
  • Investment recommendations
  • Portfolio monitoring

Qualifications

Required

  • Bachelor's degree in Finance, Accounting, Economics, Mathematics, Statistics, Business, or a related field.
  • Minimum 4 years of professional experience in one of the listed financial disciplines.
  • Strong analytical and critical-thinking skills.
  • Excellent written English communication skills.
  • Ability to evaluate complex financial concepts and explain reasoning clearly.
  • Reliable internet connection and ability to work independently in a remote environment.

Preferred

  • CFA Charterholder or CFA Candidate.
  • ACCA, ACA, CMA, MBA Finance, M.Com, or similar credentials.
  • Experience in financial modeling, valuation, forecasting, budgeting, investment analysis, or quantitative research.
  • Experience reviewing technical content, research, or analytical reports.
  • Exposure to AI, machine learning, data annotation, or model evaluation projects is a plus.

Compensation & Engagement

  • $35.00-$42.00 USD per hour
  • Fully Remote
  • Flexible Schedule
  • No fixed hours per dayโ€”based on tasks available
  • Immediate Start Available
  • Part-time

Why Join This Project?

  • Work on innovative AI and financial reasoning initiatives.
  • Apply your professional expertise in a new and rapidly growing industry.
  • Flexible remote work arrangement.
  • Collaborate with a global team of professionals.
  • Gain exposure to emerging AI technologies and financial model evaluation.
  • Opportunity to participate in future projects based on performance and business needs.

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