Evaluate AI-generated investment research, valuation models, credit assessments, and financial analyses for accuracy, rigor, and domain quality. Seeking experienced finance and investment professionals.
45-Minute Interview on Personal Financial Decisions
United States
Up to $250/hr
June 9, 2026
Job description
This is a paid research study focused on how individuals manage personal finances, investment accounts, and relationships with financial service providers.
Participants will complete a remote AI-led video interview discussing:
- Personal financial decision-making
- Investment account usage
- Brokerage experiences
- Financial service providers
The interview is designed to help researchers better understand real-world financial behaviors and investment decision processes.
How It Works
- Complete a one-time remote interview
- Interview duration is approximately 30–45 minutes
- Conducted through an AI-led video interview platform
- Must participate from a desktop or laptop computer
- Camera must remain on throughout the session
- Participants should join from a quiet, well-lit environment
Before participation, applicants will:
- Complete a short eligibility screener
- Review consent terms
- Review confidentiality requirements
What You'll Do
- Complete a 30–45 minute AI-led video interview
- Discuss how you manage personal finances and investments
- Share experiences with brokerage and financial service providers
- Explain your financial decision-making process
- Review and agree to confidentiality and consent requirements
Additional evaluation activities may include:
Reviewing investment scenarios
Evaluating asset allocation strategies
Answering structured questions regarding:
- Market trends
- Portfolio management
- Investment decisions
Providing rationale for financial and investment choices
Requirements
- Based in the United States
- Actively involved in household financial or investment decisions
- Currently use a personal brokerage or investment account
- Comfortable participating in a recorded video interview
- Access to a desktop or laptop computer
- Able to join from a quiet and well-lit location
Preferred Background
Experience managing personal wealth or high-net-worth portfolios
Comfortable analyzing:
- Investment scenarios
- Asset allocation strategies
- Portfolio management decisions
Strong ability to explain financial concepts clearly
Contract & Payment Terms
- Independent contractor engagement
- Fully remote participation
- Flexible scheduling
- Opportunities may be extended, shortened, or concluded depending on project needs
- No access to confidential employer or client information is required
- Payments are processed weekly
Important Note
The project currently cannot support:
- H1-B candidates
- STEM OPT candidates
About Terac
Terac is an AI-powered qualitative research platform that automates the research process from expert recruitment through AI-driven interviews, analysis, and compliance management.
The platform supports interviews in more than 50 languages and is used by organizations seeking rapid, large-scale research insights.
Terac serves as an expert network supporting AI training and research initiatives.
Apply now
You will be redirected to the company's website to complete your application.
Evaluate AI-generated financial documents, spreadsheets, reports, and presentations for accuracy, rigor, and domain quality. Seeking experienced finance and accounting professionals with strong analytical expertise.
Evaluate AI-generated financial plans, budgeting analyses, retirement strategies, and consumer finance materials for accuracy, rigor, and professional quality.
Evaluate AI-generated investor materials, fundraising documents, financial models, and pitch decks using professional investment, fundraising, and investor-relations expertise.