We are sharing a specialised part-time consulting opportunity for experienced US finance, investment, advisory, banking, brokerage, and insurance professionals to evaluate realistic professional work products within their own field. This role focuses on reviewing completed AI-generated work rather than producing or recreating the underlying deliverables. Selected professionals will assess whether tasks reflect genuine financial-services practice, whether calculations, regulations, assumptions, and professional standards are accurate, and whether existing grading and quality scores are justified.
Key Responsibilities
Financial Work Product Review
Review completed work products representing realistic finance, investment, advisory, banking, brokerage, or insurance tasks
Examine task instructions, supporting files, completed deliverables, and evaluation results
Determine whether outputs reflect authentic professional workflows
Identify substantive financial, regulatory, analytical, or operational issues
Assess whether completed work would be usable or acceptable in a real professional environment
Task Realism Assessment
Evaluate whether assignments accurately represent work performed in your profession
Assess whether task descriptions, constraints, figures, and expected deliverables are realistic
Distinguish authentic financial-services scenarios from borderline or contrived tasks
Consider relevant US market, regulatory, suitability, and insurance requirements
Provide concise explanations supporting each judgement
Financial Analysis & Modelling
Review financial models, forecasts, budgets, valuation work, and analytical outputs where relevant
Assess whether calculations, assumptions, and methodologies are internally consistent
Identify modelling errors, unsupported assumptions, or misleading conclusions
Evaluate whether outputs provide a credible basis for real business or investment decisions
Verify figures and reconciliations using supporting spreadsheets and documents
Corporate Finance & FP&A
Assess budgets, forecasts, close-related documentation, treasury work, and financial-management outputs
Review whether financial assumptions and reporting logic reflect real operating practice
Identify inconsistencies across financial statements, management reports, or planning materials
Evaluate whether recommendations and analyses are commercially credible
Apply hands-on judgement from finance leadership and planning environments
Investment & Securities
Review investment analyses, portfolio-related work, securities documentation, and financial recommendations
Evaluate modelling, investment reasoning, suitability considerations, and supporting evidence
Assess whether outputs align with applicable SEC and FINRA requirements where relevant
Identify unrealistic or unsupported investment conclusions
Apply practitioner judgement from brokerage, trading, investment analysis, or advisory work
Financial Advice & Client Suitability
Review personal financial planning and advisory scenarios
Assess whether recommendations appropriately reflect client circumstances and objectives
Evaluate suitability considerations and supporting documentation
Identify missing, inconsistent, or potentially misleading advice
Apply practical experience from direct client advisory relationships
Banking & Insurance Operations
Review account-servicing, claims, policy-change, and customer-service scenarios
Assess whether processes and documentation reflect real banking, brokerage, or insurance operations
Identify issues involving account handling, insurance procedures, or client communications
Evaluate compliance with relevant operational and regulatory expectations
Apply practical judgement from frontline financial-services environments
Regulatory & Compliance
Review Assess whether professional work reflects relevant SEC, FINRA, and US state insurance requirements
Identify incorrect, incomplete, or unrealistic regulatory assumptions
Review suitability, documentation, disclosure, and compliance considerations where applicable
Assess whether work would withstand internal compliance review, audit, or regulatory examination
Flag subtle issues that may not be apparent to non-practitioners
Grading & Evaluation Review
Review existing yes/no grading decisions against completed work
Assess issues such as requirement compliance, fabricated figures, terminology, regulatory accuracy, and formatting
Identify grading decisions that are unsupported by the underlying evidence
Explain clearly where and why you agree or disagree with an evaluation
Apply consistent professional standards across reviewed assignments
Quality & Score Assessment
Independently assess the overall quality of each work product
Determine whether an experienced practitioner could realistically use or accept the output
Assign an appropriate quality band based on professional standards
Compare your judgement with the reported evaluation score
Identify cases where scoring does not accurately reflect the quality of the work
Ideal Profile
Applicants should have hands-on professional experience in one of the following areas:
Financial Management
5+ years of professional experience as a Controller, FP&A Lead, Treasury professional, Finance Director, or comparable finance leader
Hands-on responsibility for a budget, forecast, financial close, or comparable finance process
Strong understanding of financial reporting, planning, and decision support
Experience reviewing junior or team financial work is particularly valuable
Securities & Financial Services
Active Series 7 plus Series 63 or 66
4+ years of professional experience
Hands-on experience placing trades or managing your own client book
Strong understanding of suitability, securities regulation, and brokerage practice
Personal Financial Advisory
4+ years of experience advising your own client households
Practical experience developing and reviewing financial recommendations
CFP or Series 65 is preferred
Strong familiarity with suitability and client documentation
Financial & Investment Analysis
3+ years of professional experience building financial or investment models used in real decisions
Strong modelling, analytical, and financial reasoning skills
Experience reviewing complex financial work is particularly valuable
CFA qualification is advantageous but not required
Banking, Brokerage & Insurance
Customer Service
4+ years of professional experience on a bank, brokerage, or insurance-carrier service desk
Hands-on experience handling claims, policy changes, account servicing, or comparable client matters
Strong understanding of financial-services procedures and documentation
Experience resolving complex customer or operational issues
Additional Requirements
Strong hands-on delivery experience within the US financial-services or insurance market
Experience reviewing junior work, financial models, suitability documentation, audit materials, or regulatory examination outputs is particularly valuable
Near-native business English
Ability to provide concise written explanations for professional judgements
Comfortable reviewing spreadsheets, PDFs, and related professional documents
Able to verify figures, calculations, and internal consistency
Candidates whose experience is limited primarily to reading research without producing or owning professional work products are less aligned with this engagement
Experience outside the US market alone may not provide sufficient exposure to the regulatory requirements relevant to these tasks
Engagement Details
Part-time independent contractor engagement
Fully remote within the United States
Flexible scheduling based on project requirements
Compensation: $65–$80/hour
Approximately one hour of review work per item
The role involves reviewing completed work rather than independently performing or recreating the underlying task
Projects may be extended, shortened, or concluded based on project needs and performance
Work must be completed without using confidential or proprietary information belonging to any employer, client, institution, or other third party
H1-B and STEM OPT support is unavailable for this engagement
About the Platform
This opportunity is available through 24-MAG LLC. We connect experienced professionals with remote consulting opportunities across technical, evaluation, and project-based workstreams.
By submitting this application, you acknowledge that your information may be processed by 24-MAG LLC for recruitment and opportunity matching in accordance with our Privacy Policy: https://www.24-mag.com/privacy-policy.