Senior Financial Analyst (CFA Level 3 Required)
upworkNew York, NY
Senior Financial Analyst (CFA Level 3 Required)
upworkNew York, NYSenior L5
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesOther Management Consulting Services
APPLY NOW (opens in a new tab)An enterprise client in the AI/LLM space is seeking highly qualified finance professionals to support a short-term project focused on reviewing and structuring complex financial information. This initiative contributes to improving the accuracy and reliability of financial data used in advanced AI systems.
Job Description:
- Risk Management
- Corporate Finance
- ValuationsInvestment Analysis
- Financial Research or Data Quality Assurance
What You’ll Do:
- Review and interpret complex financial statements, models, and investment-related content
- Analyze and validate structured and unstructured financial data
- Ensure accuracy, consistency, and quality of financial information
- Apply domain expertise to support AI model evaluation and improvement
- Deliver work within defined timelines during the engagement period
Qualifications:
- CFA Level 3 cleared (mandatory)
- Strong expertise in finance domains such as Risk, Corporate Finance, or Valuations
- Experience working with financial statements, models, or investment materials
- High attention to detail and strong analytical thinking
- Excellent written and verbal communication skills
- Ability to commit to a short-term project (~2 weeks)
Nice to Haves:
- Experience in financial data validation, QA, or research
- Familiarity with AI/LLM-related projects or data annotation
- Experience working with both structured and unstructured datasets
Additional Information:
- Short-term, project-based engagement (~2 weeks)
- Remote work opportunity
- Work with a global team across multiple regions
- No guaranteed long-term engagement beyond the project duration
Matching similar jobs
Level
Senior L5
Location
New York, NY
Occupation
Financial and Investment Analysts
Industry
Portfolio Management and Investment Advice
Posted
today