Job Role : Investment Analyst for Workflow Annotation SpecialistProject Type:Contract-based / Freelance / Part-time – 1 MonthJob 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.Analyze tasks and processes within your domain of expertise.Clearly describe, document, and annotate each step of the workflow in detail.Identify the tools, systems, and decision points involved in task execution.Domain Expertise Required : Responsibilities:Track markets and execute tradesResearch investment opportunitiesGenerate detailed client reportsUphold FINRA/SEC compliance standardsService and manage sophisticated investment portfoliosCommercial Software Experience:Bloomberg TerminalMetaTrader 5ThinkorswimE*TRADE ProMorningstar Advisor WorkstationSalesforceHubSpotFINRA GatewayPower BI
Job Title
Investment Analyst