Finance Expert (IB / PE / Structured Finance)

About OpenTrain

OpenTrain is the centralized platform for people building careers in AI training and data labeling. We make it easier to find, apply for, and track specialized AI training work so you can consolidate proof-of-work and grow a durable freelance portfolio in this fast-growing field.

• Platform focused on AI training and data-labeling careers — create a free profile to apply.
• Designed to help freelancers show credible experience across projects and clients.

Why AI Training Matters

AI systems learn from human examples: people create, review, and rate the data that teaches models how to reason, summarize, analyze, and make decisions. Contributing your finance expertise directly shapes how models understand transactions, credit, valuation, and compliance.

This work is often remote and flexible, making it a strong option for part-time, contract income while staying at the forefront of how finance knowledge is encoded into modern AI.

• Impactful: influence model behavior in finance-specific use cases.
• Flexible: many projects allow you to choose hours and workload.

The Role

OpenTrain is recruiting a part-time remote Finance Expert with a background in investment banking, private equity, or structured finance to contribute domain expertise to AI model training. You will work with document-based tasks supporting fine-tuning and evaluation rating of model outputs.

This is a contractor, part-time position expected to run 20+ hours per week. Candidates should be comfortable working remotely and indicating weekly availability as part of the application process. English is required.

• Data type: Document-based work.
• Labeling tasks: Fine-tuning and evaluation/rating.
• Employment types: Contractor, Part-time.
• Location: Fully remote; worldwide applicants accepted; English required.

What You'll Do

You will apply real-world finance skills to create high-quality training data that helps models reason about financial concepts, transactions, and analysis.

• Develop detailed financial models and conduct rigorous market analyses to support buy-side and sell-side processes.
• Prepare executive-level investment memos, board materials, regulatory reports, and investor presentations.
• Perform in-depth credit analysis, review loan agreements, and check compliance with financial covenants and regulations.
• Lead budgeting and FP&A initiatives and synthesize complex data into actionable insights.
• Conduct comprehensive due diligence and support deal execution from ideation to closing.
• Translate financial findings into clear narratives that models can learn from and evaluate.

Requirements

Candidates must meet the role's stated skills and be able to demonstrate domain experience in relevant finance functions. The position is listed as entry level in the role metadata, but the tasks require practical experience and strong technical skills.

• Proven expertise in financial modeling, market analysis, and investment memo preparation within IB, PE, or structured finance.
• Advanced proficiency in Excel and PowerPoint for financial analysis and executive presentation.
• Demonstrated experience in credit and financial statement analysis and loan agreement review.
• Exceptional written and verbal communication skills and the ability to synthesize complex financial data.
• Track record supporting buy-side and sell-side transactions in a remote, collaborative environment.
• Experience with regulatory reporting, compliance reviews, and due diligence processes.

Helpful Background

The following experiences are not required but will help you stand out and be productive on this workstream.

• Prior experience as a Finance Specialist AI trainer.
• Background in strategic change management or board-level consulting.
• Exposure to risk management and investor relations functions.

Schedule, Compensation, and Logistics

This is a flexible, part-time contract role. Expect to commit 20+ hours per week and indicate your weekly availability during application. Work is remote and can be done from anywhere; English proficiency is required.

Pay is hourly (USD). The listing shows a per-hour range of $45–$120 USD with a listed rate up to $120/hr. Payment terms follow the contract agreement for contractor work through OpenTrain or the client engagement.

• Weekly hours: 20+ (flexible scheduling).
• Pay: $45–$120 USD per hour, with a listed rate up to $120/hr.
• Contract type: Contractor / Part-time; remote work.

How It Works / Apply

To apply, create or sign into your OpenTrain account (free), locate this role, and submit an application indicating your weekly availability as requested. OpenTrain helps you centralize your AI training portfolio so clients can see your relevant experience across projects.

Applications should reflect your finance domain experience and ability to perform the document-based fine-tuning and evaluation tasks described. Successful applicants will be engaged as contractors through the platform or client process.

• Create an OpenTrain profile and find this listing to apply.
• Be prepared to indicate weekly availability during the application process.