Investment Banking Analyst Remote
@ Call For Referral

Hybrid
$124,800
Hybrid
Part Time
Posted 21 days ago

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XXXXXXXXXX XXXXXXXXXXXXX XXXXXXXXXX******* @callforreferral.com
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Job Details

Overview

The Investment Banking Analyst Remote role at Call For Referral supports a leading AI research initiative. You will collaborate on improving large language models (LLMs) for real-world financial reasoning, using your expertise in investment banking, private equity, asset management, or equity research.

Key Responsibilities

  • Evaluate AI-generated investment analyses for accuracy and clarity.
  • Calibrate AI decision-making in valuation modeling, portfolio analysis, financial forecasting, and risk assessment.
  • Design and validate tasks that mirror real-world investment workflows.
  • Provide actionable written and analytical feedback to enhance model reasoning.
  • Collaborate asynchronously with AI researchers for quality and alignment.

Ideal Qualifications

  • 2+ years of experience in investment services.
  • Bachelor’s degree in Finance, Economics, or Business Administration (advanced degrees or CFA/CPA/CAIA a plus).
  • Deep understanding of valuation, financial modeling, market analysis, and portfolio management.
  • Strong quantitative, analytical reasoning and exceptional communication skills.

Project Timeline & Compensation

This is a part-time, remote, independent contractor role with a commitment of approximately 20 hours per week over 1–2 months. The hourly rate ranges from $90 to $150 USD, with weekly bonuses for top performers.

Application Process

  • Upload your resume or CV.
  • Complete a short AI interview (no prep required).
  • Participate in a paid, 3-hour work trial.

Key skills/competency

  • Investment Banking
  • Private Equity
  • Asset Management
  • Equity Research
  • Financial Modeling
  • Valuation
  • Quantitative Analysis
  • Portfolio Management
  • Market Analysis
  • AI Integration
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How to Get Hired at Call For Referral

🎯 Tips for Getting Hired

  • Customize your resume: Highlight relevant investment and AI experience.
  • Research Call For Referral: Understand their AI research and finance focus.
  • Prepare for the AI interview: Review your financial modeling work.
  • Showcase analytical skills: Provide examples of quantitative reasoning.

📝 Interview Preparation Advice

Technical Preparation

Review financial modeling techniques.
Practice valuation or portfolio analysis.
Familiarize with AI workflow integrations.
Update quantitative analysis skills.

Behavioral Questions

Describe teamwork in challenging projects.
Explain handling tight deadlines.
Discuss adapting to remote collaboration.
Provide conflict resolution examples.

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