Role Description Kallent is recruiting experienced Investment Banking Experts for flexible, remote AI research projects with one of our current clients. This opportunity is designed for finance professionals who understand real investment banking workflows and can apply strong judgment to help evaluate and improve advanced AI systems. In this role, you may review AI-generated financial analysis, valuation logic, transaction scenarios, deal language, and other finance-related outputs. The program runs year-round, with project opportunities opening periodically based on client needs. Placement into a project is not guaranteed and will depend on availability, qualifications, and project fit. This is a remote, asynchronous opportunity for U.S.-based candidates who want flexible, part-time project work while contributing to the development of AI systems used for professional finance tasks. Tasks - Review AI-generated financial analyses for accuracy, logic, and professional quality. - Evaluate valuation outputs, financial modeling assumptions, and transaction-related reasoning. - Assess whether AI responses reflect real-world investment banking standards. - Identify errors, weak assumptions, missing context, or misleading conclusions. - Review deal scenarios involving M&A, capital markets, private equity, or strategic finance. - Provide clear written feedback using project-specific rubrics and instructions. - Apply your experience in financial modeling, valuation, and deal execution to help improve AI system performance. - Work independently in a remote, asynchronous environment. Qualifications - Bachelor’s degree required. - Minimum of 2 years of experience as an Investment Banking Analyst, Investment Banking Associate, Private Equity Analyst, Private Equity Associate, or closely related transaction-focused finance role. - Experience with AI model training and workflows. - Strong knowledge of financial modeling, valuation, and investment banking workflows. - Ability to evaluate financial analysis, transaction logic, and deal-related language with accuracy. - Strong writing and communication skills. - High attention to detail. - Ability to follow detailed instructions and project guidelines. - Comfortable working independently in an asynchronous environment. - Must be based in the United States. Preferred Qualifications - Experience with M&A, IPOs, debt financing, equity financing, leveraged buyouts, or strategic advisory. - Familiarity with DCF analysis, comparable company analysis, precedent transactions, accretion/dilution analysis, and LBO modeling. - Experience preparing or reviewing pitch books, CIMs, investment memos, or transaction materials. - Experience in investment banking, private equity, corporate development, transaction advisory, or valuation advisory. - Comfort using Excel, PowerPoint, Capital IQ, FactSet, Bloomberg, PitchBook, or similar finance tools. - Prior experience reviewing analyst work, training junior team members, or evaluating financial outputs. Strongly Preferred - Active or previously held securities licenses or finance credentials in good standing are strongly preferred. - Examples may include Series 7, Series 63, Series 79, Series 82, Series 86/87, CFA, CPA, or similar credentials. - Candidates with prior registration, capital markets, investment banking, private equity, or transaction advisory experience are encouraged to apply. Benefits - Remote work. - Flexible schedule. - Part-time, project-based. - No minimum hourly commitment. - Asynchronous work environment. - Potential compensation of up to $175/hour, depending on the project. - Opportunity to apply investment banking expertise outside of a traditional deal-team structure. - Exposure to AI research and emerging technology. - OPT/CPT eligible where applicable. - Opportunity to help improve how AI systems understand professional finance tasks. Our Process - Step 1: Application Review - Kallent reviews submitted applications to confirm basic eligibility, education level, availability, and interest. - Step 2: Prescreen Interview - Qualified Candidates complete a virtual prescreen interview with no video required. During this step, Kallent informs eligible candidates about the job program, project expectations, requirements, and next steps. - Step 3: Assessment - Candidates may be asked to complete a single assessment before beginning project work. - Step 4: Client Onboarding - Candidates who pass the assessment will receive next steps with the client, which may include: invite link to signup and create your account, verify identity, join and onboard into relevant AI projects, start working and earning. Closing If you have investment banking or private equity experience and want to apply your expertise to AI research, we encourage you to apply. This opportunity is ideal for finance professionals who can bring analytical rigor, real-world judgment, and strong written feedback to projects involving AI-generated financial content. Kallent uses a human-led review process. Technology may support resume parsing, scheduling, or matching, but final candidate outcomes are reviewed by people. Qualified candidates will receive clear communication about next steps, project expectations, and any required platforms before moving forward. Company Description We’re a next-generation recruiting agency where human expertise and ethical AI work in harmony to build stronger teams.

Role Description We are seeking experienced Professional Liability Territory and Healthcare Lead on the West Coast to join our growing team whose mission is focused on building a profitable book of professional liability business. Our vision is to deliver market relevant solutions to our key wholesale trading partners in a more frictionless environment that places an emphasis on efficiencies and quality to meet or exceed our broker’s overall needs in a risk differentiated manner. If you possess an entrepreneurial passion that includes a proven track history of delivering underwriting excellence and are seeking an opportunity to break out of the traditional insurance company mold, we’re looking for you! As a territory lead of the PL team, you will: - Regularly interact with our wholesale trading partners over the phone, virtually, and in-person to drive submission flow. - Convert on the best opportunities quoted. We are flexible with both a candidate’s experience level and physical work location. The actual position title (Senior UW, AVP, etc.) will be dependent on a candidate’s specific experience and qualifications. We currently operate in a fully remote work environment, so we’re more focused on your experience and cultural fit than where you physically sit! Qualifications - A passion for delivering world-class customer service to our internal and external customers. - Intellectual curiosity and a strong desire for innovation, rather than following the status quo. - A hunger for continuous learning and opportunities to grow. - Agile prioritization skills coupled with a keen sense of urgency. - A strong drive and desire to win together as a high-performing team. - A moral compass to "do the right thing, period." We have zero tolerance for toxic behaviors. - An eagerness to actively participate and connect with the whole team, across remote locations. - An honest, transparent communication style. - A proactive, solution-oriented mindset. Requirements - 5+ years experience as a PL underwriter. - Experience working in the Professional Liability E&S market; High proficiency in Allied Healthcare strongly preferred. - Ability to work as a team player or independently in a fast-paced work environment. - Deep wholesale broker trading relationships. - Effective communication skills to articulate our appetite and develop wholesale broker relationships. - Understanding of pricing and risk selection criteria to achieve underwriting profit. - Advanced understanding of data analysis and execution of portfolio management objectives. - Intellectual curiosity, problem solving skills, and a sense of urgency. - Responsive, customer service focused mindset and behaviors. - Ability to make timely decisions with appropriate information and consultation. - A strong entrepreneurial drive and desire to build and win together as a high performing team. - Ability to travel to meet with assigned brokers or with the broader team to participate in industry conferences or events. Benefits - Competitive salary and meaningful equity ownership. - Health Insurance 100% employer-paid option available. - Additional benefits available include 401k plan, dental, vision & other options. - Remote work, flexible hours. - Unlimited time off policy. Important - note is only for candidates applying from the U.S. Please note: This position is open only to candidates who are authorized to work in the United States without the need for current or future employer-sponsored work authorization. We are unable to offer visa sponsorship at this time.

• Be a strategic partner to senior leadership, supporting and influencing decisions with actionable insights and recommendations • Lead the company’s monthly, quarterly, and annual planning cycles, including enhancing corporate models to drive high financial predictability and accuracy • Gather, consolidate and analyze operating & financial performance, forecast & financial review with the leadership team, including preparing internal and external reporting deliverables • Analyze actual performance vs. plan/forecast; identify trends, variances, and business drivers • Prepare monthly and quarterly financial reports, management presentations, earnings release and board materials • Understand and synthesize key data utilized by our business; package and present recommendations to key stakeholders (often Director+) to facilitate decision making • Provide meaningful contributions to evolve and drive efficiency in financial processes and systems

• Join a 30-minute remote video interview from your desktop computer • Share your screen to demonstrate your preferred finance and accounting tools • Walk us through your typical daily workflows and financial processes • Provide candid feedback on the usability and features of your current software stack