Investment Finance Expert; CL Funnel

Investment Finance Expert (CL Funnel) is a remote review track for evaluating AI outputs across investment analysis workflows. Reviewers grade calculations, narrative reasoning, and policy adherence; flag compliance and reconciliation issues; and document the correct treatment so the modeling team can train on it.

Investment analysis workflows leave no room for fuzzy reasoning. Aura One uses experienced finance-and-risk professionals to grade AI outputs the way an audit reviewer would — with citations, severity tags, and the corrected calculation alongside the original.

• Review AI outputs against current investment analysis standards, regulations, and firm policy for Investment Finance Expert (CL Funnel) assignments.
• Re-perform calculations and flag rounding, classification, or treatment errors.
• Tag compliance, reconciliation, and disclosure issues with structured severity scores.
• Capture the corrected workpaper or narrative so the modeling team can train on it.
• Adjudicate disputed treatments against published standards or firm guidance.
• Maintain reviewer-quality scores in inter-rater calibration cycles.

• Direct working experience with investment analysis on real engagements, transactions, or audits for Investment Finance Expert (CL Funnel) work.
• A CPA, CFA, or ACA. A comparable credential or equivalent applied experience also works.
• Comfort applying multi-page rubrics consistently across long batches.
• Clear written reasoning that cites standards, regulations, or firm policy.
• Reliable async availability for at least 10 hours per week.

• Re-perform a investment analysis calculation produced by a model and flag any rounding or classification errors.
• Grade a model's narrative reasoning on a complex transaction and rate the citation quality.
• Adjudicate a disputed treatment between two reviewers using current standards.
• Audit a 25-row batch for rubric consistency and report drift to the program lead.

• Big Four, bulge-bracket, or in-house controller / risk experience.
• Familiarity with AI-assisted close, audit, or risk tooling and its failure modes.
• Bilingual experience for cross-jurisdiction reviews.

• Financial analysis
• Audit-grade review
• Regulatory standards
• Risk assessment
• Investment analysis

Remote — US-eligible. Remote
· Independent specialist contractor.

Employment type:

CONTRACTOR. Applicants must be authorized to work from US.

$100 / hr

Apply through Aura One's specialist intake for role-specific routing and review. Final project scope, schedule, and contractor terms are confirmed before placement.

Direct working experience with investment analysis on real engagements, transactions, or audits for Investment Finance Expert (CL Funnel) work. A CPA, CFA, or ACA. A comparable credential or equivalent applied experience also works. Comfort applying multi-page rubrics consistently across long batches. Clear written reasoning that cites standards, regulations, or firm policy. Reliable async availability for at least 10 hours per week.