Asset Management Specialist AI Trainer

About This Role

This role involves working with AI and engineering teams to design how large language models (LLMs) understand, evaluate, and automate real-world asset management workflows. The individual will bridge human financial intelligence with machine reasoning to help define how intelligent systems learn the art and math of investing.

Responsibilities

• Define high-value workflows in asset management, from portfolio construction and optimization to earnings analysis and market benchmarking
• Design evaluation frameworks to test how AI performs on real asset management tasks
• Assess AI performance in financial reasoning: trend identification, risk-return balance, valuation accuracy, and more
• Curate and annotate financial data (SEC filings, research reports, earnings transcripts) to help train and refine models
• Drive continuous improvement through structured feedback that enhances AI accuracy, consistency, and domain alignment

Requirements

• 10+ years in Asset Management, Investment Strategy, or Portfolio Management
• Strong grasp of financial instruments, benchmarks, and risk management
• Hands-on experience with earnings review, portfolio diversification, and financial modeling
• Proficiency in financial modeling, forecasting, and quantitative analysis
• Ability to break down complex workflows into structured, testable components
• Sharp communicator who can translate finance into plain language for cross-functional teams
• Detail-obsessed, especially when defining evaluation criteria and validating insights

Qualifications

• 10+ years in Asset Management, Investment Strategy, or Portfolio Management

Nice to Have

• Familiarity with AI/ML concepts or experience working alongside data teams

Skills

* Required skills