Investment Banking AI Training Subject Matter Expert

August 25, 2026

About OpenTrain

OpenTrain is the hiring and contracting organization for AI training and data-labeling work. It helps experts find meaningful projects, build a credible AI training portfolio, and grow a flexible career shaping how advanced AI systems work.

As an Investment Banking Subject Matter Expert, you will bring professional finance judgment to model evaluation and content creation. Your work will help make AI-generated analysis more accurate, rigorous, and useful.

Remote contractor engagement
Part-time schedule of 20+ hours per week
Hourly compensation of $50-$110 USD
Work available in Bangladesh, Bhutan, Brazil, Cambodia, Germany, India, Indonesia, Malaysia, Nepal, Pakistan, Singapore, Sri Lanka, Thailand, the Philippines, the United States, Timor-Leste, and Vietnam

About AI Training and Data Labeling

AI training is the human side of building artificial intelligence. Experts review model responses, write high-quality examples, evaluate reasoning, and provide feedback that helps models produce more reliable results.

This role focuses on finance-domain evaluation and generation, including response ranking, expert explanations, and gold-standard examples. It is an opportunity to apply investment banking judgment to cutting-edge AI development through flexible remote work.

Evaluate and improve generative AI responses
Create expert examples for model training
Identify calculation errors, flawed assumptions, misleading conclusions, and bias
Help models produce clearer and more defensible financial analysis

The Investment Banking SME Role

OpenTrain is hiring an Investment Banking Subject Matter Expert to review AI-generated investment, banking, and corporate finance outputs and create expert finance content for model training. You will assess reasoning quality, valuation logic, deal structuring, capital markets concepts, and the decision usefulness of model responses.

The work also includes writing gold-standard explanations, model walkthroughs, investment memos, and pitchbook-style summaries. You will help validate outputs for accuracy, clarity, prompt adherence, calculation errors, flawed assumptions, misleading conclusions, and bias.

Review AI-generated finance answers for accuracy, clarity, and adherence to the prompt
Write high-quality explanations and model solutions demonstrating correct methods
Create prompts and gold-standard outputs for valuation, modeling, and investment memo tasks
Compare multiple responses and rank the strongest by reasoning quality
Assess narrative rigor, risk analysis, and the defensibility of conclusions

What You Will Evaluate

You will apply expert judgment across core investment banking and corporate finance workflows. Reviews should reflect clean financial logic, careful assumptions, accurate accounting linkages, and concise communication suitable for executive or investment decision-making.

DCF mechanics, WACC, terminal value, and common valuation mistakes
Trading comparables and precedent transactions, including peer selection and control premiums
Three-statement modeling, merger intuition, LBO basics, sensitivities, and scenario analysis
Income statement, balance sheet, cash flow, working capital, and debt schedule linkages
Clean sign conventions, unit checks, balanced outputs, and assumption-driven valuation
Clear English writing, concise executive summaries, and defensible investment memo judgments

Required Qualifications

This is an expert-level role for a finance professional who can independently assess complex analysis and explain the correct approach in clear English. The required background combines formal finance education with substantial transaction, research, corporate finance, or investment experience.

Degree in Finance, Accounting, Economics, Business, or a related field
Five or more years of experience in investment banking, corporate development, private equity, equity research, or corporate finance
Expert command of DCFs, trading comparables, precedent transactions, and assumption-driven valuation
Strong accounting fluency across the income statement, balance sheet, cash flow, working capital, and debt schedules
Ability to build and review financial models with clean sign conventions, unit checks, and balanced outputs
Clear, structured English writing and strong attention to detail
Reliable remote contractor workflow
MBA or CFA is a strong plus

Helpful Background

Experience with AI data training or annotation is helpful but not required. Related experience in investment memo quality assurance, pitchbook review, or financial editorial work can also support success in this role.

Prior AI training or data-labeling experience
Investment memo QA experience
Pitchbook review experience
Financial editorial experience
Comfort working across time zones in an hourly contractor setup

Why Work With OpenTrain

OpenTrain gives specialists a place to build and manage experience in AI training and data labeling. By contributing your finance expertise, you can help shape how AI handles valuation, modeling, investment analysis, and corporate finance reasoning while developing a durable professional portfolio.

Creating an OpenTrain account is free, and your profile can help you show credible experience, discover projects aligned with your skills, and grow your work in this fast-moving field.