What are the responsibilities and job description for the Portfolio Management Analyst - AI Trainer position at DataAnnotation?
We are looking for an existing Portfolio Management Analyst - AI Trainer to help train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model.
In this role, you will need to hold an expert level of financial reasoning. CFA designation (or demonstrated progress toward it) is strongly preferred. Other relevant backgrounds include, but are not limited to: Portfolio Management, Equity Research, Fixed Income Analysis, Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning.
Advantages of contracting with us:
- This is an opportunity to work with us as an independent contractor
- You'll be able to choose which projects you want to work on and when
- You can work on your own schedule, on your own computer, from the comfort of your own home
- Projects are paid hourly up to 75 - 125 USD/hour, with bonus rates available on some projects
Responsibilities:
- Present AI chatbots with diverse and complex financial problems, including those modeled on CFA scenarios, and rigorously evaluate their outputs
- Assess AI model responses for accuracy across core CFA curriculum domains: Ethics & Standards, Portfolio Management, Equity & Fixed Income Valuation, Derivatives, and Alternative Investments
- Evaluate financial models for correctness, methodology, and alignment with CFA Institute standards
- Provide structured feedback to improve AI reasoning across quantitative and qualitative finance tasks
Qualifications:
- CFA Charterholder or active CFA candidate (Level I, II, or III) strongly preferred
- Fluency in English (native or bilingual level)
- Detail-oriented with strong analytical discipline
- Proficient in financial analysis, financial modeling, portfolio theory, valuation, and data analysis
- Familiarity with CFA Institute's Code of Ethics and Standards of Professional Conduct is a plus
- A current, in-progress, or completed Master's and/or PhD is a plus but not required
Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD.
Benefits:
Work From Home, Reduced or Flexible HoursSalary : $75 - $125