Senior Financial Analyst (CFA Level 3 Required) Job at Lifted, an Upwork Company™, New York, NY

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  • Lifted, an Upwork Company™
  • New York, NY

Job Description



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.

You’ll work on tasks involving financial analysis, interpretation, and validation across a range of finance-related content.

Job Description



The client is looking for experienced finance experts with strong analytical capabilities and deep domain knowledge. This opportunity is ideal for professionals with backgrounds in:

  • Risk Management
  • Corporate Finance
  • Valuations
  • Investment 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



Requirements:

  • 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

Job Tags

Contract work, Temporary work, Remote work

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