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Wealth & Investment Advisor — Ai Product Consultant

goodfin
Location
San Francisco, California, Us
Work mode
On-site
Type
contractor
Listed

Applications go directly to goodfin. Ramai takes no fee for placement and no money for ranking.

[ About this role ]

This is a part-time consulting role for an experienced Wealth & Investment Advisor to act as a domain expert for Goodfin's AI products. The advisor will contribute judgment and decision-making processes to train, evaluate, and refine AI systems for private markets, focusing on investment analysis frameworks, diligence, and risk calibration.

Skills and focus areas

  • investment analysis
  • due diligence
  • risk assessment
  • private markets
  • wealth advisory
  • investment advisory
  • portfolio management
  • allocation
  • analytical judgment
  • product feedback
  • collaboration
  • ai

Summary written by Ramai from the original posting. Full details and requirements are on goodfin’s careers page.

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