Investment Banking Analyst Remote
@ Call For Referral

Hybrid
$104,000
Hybrid
Part Time
Posted 5 days ago

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XXXXXXXX XXXXXXXXXXXXX XXXXXX***** @callforreferral.com
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Job Details

About the Role

The Investment Banking Analyst Remote role at Call For Referral involves collaborating with a leading AI research initiative. You will use your expertise in investment banking, private equity, asset management, or equity research to evaluate, design, and refine AI workflows simulating complex financial analysis and decision-making.

Key Responsibilities

  • Evaluate AI-generated investment analyses for accuracy and clarity.
  • Calibrate AI decision-making in valuation, portfolio analysis, forecasting, and risk.
  • Design and validate tasks mirroring real-world investment services.
  • Provide analytical feedback to improve model reasoning.
  • Collaborate asynchronously with AI researchers for alignment.

Ideal Qualifications

  • 2+ years in investment services fields.
  • Bachelor’s degree in Finance, Economics, or Business Administration; advanced credentials a plus.
  • Deep understanding of valuation, financial modeling and market analysis.
  • Strong quantitative reasoning and communication skills.

Project Timeline & Details

  • Start Date: Immediate
  • Duration: 1–2 months
  • Commitment: ~20 hours/week (flexible)
  • Schedule: Fully remote and asynchronous

Compensation & Contract

  • Rate: $90–$150 USD per hour based on experience
  • Bonuses: Weekly incentives for top performers
  • Contract Type: Independent contractor
  • Payments: Daily via Stripe Connect

Application & Onboarding 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 analysis, Financial modeling, Valuation, Portfolio management, AI workflows, Quantitative reasoning, Market analysis, Communication, Asynchronous collaboration, Risk assessment.

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How to Get Hired at Call For Referral

🎯 Tips for Getting Hired

  • Customize your resume: Highlight investment analysis and AI collaboration skills.
  • Research Call For Referral: Understand their AI research initiatives.
  • Prepare examples: Demonstrate financial modeling expertise clearly.
  • Practice communication: Refine your ability to articulate complex ideas.

📝 Interview Preparation Advice

Technical Preparation

Review financial modeling techniques.
Practice valuation and portfolio analysis.
Study AI application in finance.
Brush up on quantitative analysis.

Behavioral Questions

Describe teamwork in challenging projects.
Explain a time you simplified complex data.
Discuss handling strict deadlines remotely.
Share how you adjust to feedback.

Frequently Asked Questions