Investment Services Expert Remote | Remote jobs in United States
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Crossing Hurdles · 2 weeks ago

Investment Services Expert Remote | Remote

Crossing Hurdles is seeking an Investment Services Expert to evaluate AI-generated investment outputs and calibrate decision-making across various investment workflows. The role involves providing structured feedback to enhance AI system performance and requires strong experience in investment services.

Staffing & Recruiting

Responsibilities

Evaluate AI-generated investment-related outputs for quality, accuracy, and alignment with real-world business objectives
Calibrate AI decision-making across investment workflows such as valuation modeling, portfolio analysis, financial forecasting, risk assessment, and scenario planning
Apply professional judgment to assess investment logic, assumptions, and analytical rigor
Provide clear, structured feedback to improve AI system performance in finance-related tasks
Work independently within defined research workflows and timelines

Qualification

Investment servicesInvestment analysisFinancial modelingAnalytical skillsCritical thinkingWritten communication

Required

Strong experience in investment services, including roles in investment banking, private equity, asset management, equity research, or related buy-side/sell-side functions
Strong proficiency in investment analysis and financial modeling, including valuation and portfolio construction
Solid understanding of investment processes, business performance metrics, and strategic decision-making frameworks
Excellent analytical, critical thinking, and written communication skills
Ability to distill complex financial information into clear, actionable insights
Comfort working independently in a remote, asynchronous environment

Company

Crossing Hurdles

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At Crossing Hurdles, we specialise in customised recruitment and staffing solutions designed to drive success for businesses and professionals.

Funding

Current Stage
Early Stage
Company data provided by crunchbase