Investment Banking Associate

Role overview

CapitexAI is hiring credentialed finance professionals for a flexible contract assignment focused on evaluating and improving how large language models reason about financial topics. This engagement is project-based, remote, and asynchronous, with compensation offered at $100 to $200 per hour.

What you will do

• Check AI-generated answers on subjects such as tax, financial planning, valuation, and advisory work to confirm they are accurate and logically consistent.
• Recalculate stated numbers on your own and compare them with reliable regulatory and technical references.
• Review the strength of the model’s financial reasoning and provide clear, practical feedback.
• Spot incorrect rule applications, factual mistakes, or missing details against official guidance.
• Note unusual cases and share patterns that may help improve broader model evaluation efforts.

What you need

• An active, valid professional credential in good standing: CPA, EA, CFP, or CFA.
• Professional exposure in tax, financial planning, investment analysis, investment banking/private equity, or financial advisory.
• Ability to independently verify figures and apply rules without step-by-step support.
• Confidence working through unfamiliar regulatory or technical material to validate results using primary sources.
• A disciplined, precise, self-managed approach that works well in asynchronous contract work.

Extra strengths

• Experience using prompt-based or structured feedback processes in research or evaluation settings.
• Working knowledge across more than one finance area, such as tax and planning, or accounting and capital markets.

Additional information

This role is a remote contract engagement for applicants in the United States. The work is flexible and asynchronous. Applications are reviewed through a professional networking platform's easy-apply flow.