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Investment Services Expert

Crossing Hurdles

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Original Job Summary

About the Investment Services Expert Role

Crossing Hurdles, a recruitment firm, is partnering with leading AI research labs to help build and train cutting-edge AI models. As an Investment Services Expert, you will evaluate investment-related outputs produced by AI systems, calibrate AI decision-making processes, and ensure quality, accuracy, and strategic alignment with business objectives.

Role Responsibilities

You will be responsible for:

  • Evaluating investment outputs for quality and accuracy.
  • Calibrating AI decision-making in valuation modeling and portfolio analysis.
  • Conducting financial forecasting, risk assessment, and scenario planning.

Requirements

The ideal candidate will have:

  • Strong experience in investment services including investment banking, private equity, asset management, or related roles.
  • A Bachelor’s degree in Finance, Economics, Business Administration or a related field; advanced degrees or certifications (MBA, CFA, CPA, CAIA) are a plus.
  • Expertise in investment analysis, financial modeling, valuation, market analysis, and risk-return assessment.
  • Excellent analytical, critical thinking, written, and presentation skills.

Application Process

The application process takes around 20 minutes:

  • Upload your resume.
  • Complete an AI interview based on your resume (15 minutes).
  • Submit the online form.

Key skills/competency

  • Investment Analysis
  • Financial Modeling
  • AI Calibration
  • Valuation
  • Portfolio Analysis
  • Risk Assessment
  • Financial Forecasting
  • Scenario Planning
  • Critical Thinking
  • Presentation Skills

How to Get Hired at Crossing Hurdles

🎯 Tips for Getting Hired

  • Research Crossing Hurdles' culture: Understand firm values and client portfolio.
  • Customize your resume: Highlight investment and AI experience.
  • Prepare for AI interview: Practice concise financial examples.
  • Showcase analytical skills: Provide clear examples of risk assessment.

📝 Interview Preparation Advice

Technical Preparation

Review financial modeling software basics.
Practice valuation and risk analysis techniques.
Study AI applications in investment services.
Brush up on quantitative financial methods.

Behavioral Questions

Describe a challenging investment analysis project.
Explain your approach to risk assessment.
How do you manage tight deadlines?
Discuss a time you simplified complex data.