Job Role : Financial Analysts and Advisors For Workflow Annotation SpecialistProject Type:Contract-based / Freelance / Part-time – 1 Month Job Overview:We are seeking domain experts to participate in a Workflow Annotation Project. The role involves documenting and annotating the step-by-step workflows of key tasks within the candidate’s area of expertise. The goal is to capture real-world processes in a structured format for AI training and process optimization purposes.Domain Expertise Required :Collect market and company data, build/maintain financial models, craft decks, track portfolios, run risk and scenario analyses, develop client recommendations, and manage CRM workflows. Tools & Technologies You May have Worked: Commercial Software ‑ Bloomberg Terminal, Refinitiv Eikon, FactSet, Excel, PowerPoint, Salesforce FSC, Redtail, Wealthbox, Orion Advisor Tech, Morningstar Office, BlackRock Aladdin, Riskalyze, Tolerisk, eMoney Advisor, MoneyGuidePro, Tableau, Power BI.Open / Free Software ‑ LibreOffice Calc, Google Sheets, Python (Pandas, yfinance, NumPy, SciPy, Matplotlib), R (QuantLib, tidyverse), SuiteCRM, EspoCRM, Plotly Dash, Streamlit, Portfolio Performance, Ghostfolio, Yahoo Finance API, Alpha Vantage, IEX Cloud (free tier).
Job Title
Financial Analysts and Advisors