Investment and Banking Expert

About the Role

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. You will evaluate reasoning quality and step-by-step analytical problem-solving while providing precise written feedback. 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.

Responsibilities

• Develop AI training content: create detailed prompts and gold-standard outputs (valuation write-ups, model walkthroughs, investment memos, pitchbook-style summaries).
• Optimize AI performance: evaluate and rank AI responses to improve numeric accuracy, rigor, clarity, and decision usefulness.
• Ensure model integrity: test AI outputs for calculation errors, flawed assumptions, misleading conclusions, and bias; validate reliability across deal scenarios.
• 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 and write high-quality explanations and model solutions that demonstrate correct methods.
• Rate and compare multiple responses based on correctness and reasoning quality.

Qualifications

• Bachelor’s degree (or higher) in Finance, Accounting, Economics, Business, or a related field; MBA/CFA is a strong plus.
• 5+ years of professional experience in investment banking, corporate development, private equity, equity research, or corporate finance.
• Expert command of valuation methods: DCF mechanics, trading comparables, precedent transactions, and how assumptions drive outcomes.
• Strong accounting fluency: income statement, balance sheet, cash flow, working capital, debt schedules, and common modeling pitfalls.
• Proven ability to build and review financial models (3-statement, merger model accretion/dilution intuition, LBO basics, sensitivities/scenarios).
• Strong understanding of capital markets concepts: equity vs debt, cost of capital, covenants, credit metrics, issuance mechanics (high level).
• High attention to detail: units, sign conventions, circularities, model integrity checks, and defensible narrative claims.
• Ability to write clear, structured analysis (executive summary → key drivers → risks → conclusion); minimum C1 English proficiency.
• Reliable, self-directed, and able to deliver consistent quality in an hourly, remote contractor workflow across time zones.
• Prior experience with AI data training/annotation, investment memo QA, pitchbook review, or financial editorial work is strongly preferred.

Additional Information

There is no immediate project for this role; however, if qualified, you will be among the first experts contacted when relevant opportunities arise. Participation provides access to future projects available through the expert network.