Finance AI Trainer

Aston Carter

. Design challenging, realistic finance tasks based on day-to-day professional work .

Posted 11/6/2026contractRemote • New York • United States, Canada, United KingdomJuniorMid-Level💰 $40 - $125 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in finance modeling and analysis, with a strong ability to design and evaluate complex financial tasks. Proficient in written communication and capable of interpreting feedback to enhance financial outputs.

Highest-signal resume keywords

Finance ModelingFinancial AnalysisWritten CommunicationAttention to DetailAI Tools Familiarity

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Three-Statement ModelingDCF ModelingCredit AnalysisPortfolio ManagementInvestment BankingCorporate FinanceRisk AssessmentFinancial Statement AnalysisBudget ModelingValuation Techniques

Soft Skills

Strong CommunicationAbility to Interpret FeedbackComfort with AmbiguityDetail-OrientedIndependent Problem Solving

Tools & Technologies

Google WorkspaceExcelGoogle SheetsAI ToolsLLM Tools

Certifications & Qualifications

CFACPAFRM

Industry Keywords

Corporate FinanceInvestment FinanceFP&ACredit RiskMarket RiskWealth ManagementM&ATreasuryLiquidity RiskActuarial

About the role

Key responsibilities & impact

Design challenging, realistic finance tasks based on day-to-day professional work
Author scenarios, prompts, and supporting files such as financial statements, models, data extracts, term sheets, board or investment committee materials, and correspondence
Run tasks through frontier AI models and evaluate the resulting models, memos, analyses, or decks
Compare two model outputs using identical prompts and files and document differences
Write detailed grading rubrics covering assumptions, calculations, risks, recommendations, and pass/fail reasoning
Identify concrete failures including broken model logic, unsupported assumptions, misread financials, fabricated or ignored source files, unit and scaling errors, missed risks, and off-brief interpretations
Contribute across valuation and modeling, credit, FP&A, markets, treasury, and risk
Review and refine tasks created by other experts

Requirements

What you’ll need

2+ years of hands-on experience in corporate or investment finance preferred
In-progress bachelor's degree or higher in finance, economics, business, or a quantitative field
Depth in at least one finance domain, including equity or fixed income research, portfolio management or trading, corporate finance and FP&A, credit analysis and underwriting, investment banking, M&A or corporate development, treasury and liquidity, market, credit or liquidity risk, wealth management, insurance, actuarial, or underwriting
Working understanding of several adjacent finance domains
Practitioner-level experience building and auditing three-statement, DCF, comps, credit, or budget models
Hands-on individual-contributor experience, currently or recently performing the work personally
Full professional or native-level written and spoken English
Strong written communication and ability to explain complex professional reasoning clearly and concisely
Comfort with ambiguity and attention to detail
Ability to interpret and apply feedback independently
Ability to ramp quickly on unfamiliar work from written material and instructions
General familiarity with AI and LLM tools, including Claude or ChatGPT
Baseline technology literacy, including Google Workspace, browser profiles, desktop applications, Excel/Google Sheets conversion, and file compression
Availability for at least 10 hours per week, with no weekly maximum
Based in the United States, Canada, or the UK
CFA, CPA, FRM, or securities licenses are welcome but not required

Benefits

Comp & perks

Paid via PayPal on a regular cadence
Fully remote work
Flexible scheduling
Multi-day task timers allow work to be spread across days
Access to Claude and ChatGPT provided through the project
Full-time hours available
No personal subscription required for Claude or ChatGPT