Finance Research Specialist
Keystone Recruitment
Job Overview
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Job Description
Finance Research Specialist
Keystone Recruitment is seeking a Finance Research Specialist for a remote contract role. This position is ideal for finance professionals keen on applying their expertise to the evolving field of artificial intelligence. You will play a crucial role in evaluating and enhancing AI model responses to complex financial queries, ensuring accuracy, clarity, and real-world applicability across various financial scenarios like banking, accounting, and investments.
Project Overview
Partner with leading AI labs to enhance conversational AI systems handling financial topics. Your professional insights ensure model outputs demonstrate accurate reasoning, clear communication, and real-world applicability across banking, accounting, and investment scenarios.
Detailed Responsibilities
- Response Evaluation (60%): Rate LLM-generated answers to financial user queries for accuracy and clarity. Identify factual errors, faulty assumptions, and reasoning gaps. Score responses using established financial evaluation rubrics. Compare model outputs against trusted public sources and industry standards.
- Prompt Refinement (20%): Author precise prompts eliciting target financial reasoning. Test prompt effectiveness across multiple model versions. Document optimal prompt structures for financial contexts.
- Annotation & Feedback (20%): Provide detailed annotations explaining evaluation decisions. Flag subtle conceptual issues and edge cases. Suggest improvements for tone, completeness, and professional communication.
Required Expertise
- Professional finance experience (banking, accounting, investments, corporate finance).
- Advanced understanding of financial concepts and quantitative reasoning.
- Experience explaining complex topics clearly to varied audiences.
- Strong attention to detail and analytical precision.
- Comfortable with digital evaluation platforms and structured workflows.
Technical Requirements
- Reliable high-speed internet.
- Proficiency with office software (Excel, Word, PDF annotation tools).
- Familiarity with online research and public financial databases.
Success Metrics
- 95%+ first-pass quality acceptance rate.
- 12-18 evaluations per week at target complexity.
- Zero critical factual errors in annotations.
- Actionable, reproducible feedback for model improvement.
Project Timeline & Compensation
- Onboarding: Resume review + finance knowledge screening (2-3 days).
- Duration: 4-8 weeks with extension opportunities.
- Schedule: Self-managed within weekly minimum hours.
- Payment: Weekly via international platforms upon quality approval.
Ideal Candidate Profile
- Investment banking analysts/associates.
- Corporate finance professionals.
- Public/private accountants (CPA/CMA preferred).
- Asset management/portfolio analysts.
- Financial planning & analysis specialists.
- Economics researchers with finance applications.
Key skills/competency
- Financial Analysis
- AI Model Evaluation
- Quantitative Reasoning
- Data Annotation
- Prompt Engineering
- Financial Markets
- Banking & Investments
- Accounting Principles
- Corporate Finance
- Critical Thinking
How to Get Hired at Keystone Recruitment
- Research Keystone Recruitment's culture: Study their mission, values, recent news, and employee testimonials on LinkedIn and Glassdoor.
- Tailor your resume for financial AI: Highlight your professional finance experience and any exposure to AI, data analysis, or model evaluation relevant to the Finance Research Specialist role.
- Showcase financial expertise: Prepare to discuss complex financial concepts and your ability to explain them clearly during interviews.
- Demonstrate analytical skills: Be ready to provide examples of your attention to detail, precision, and problem-solving abilities in financial contexts.
- Highlight remote work readiness: Emphasize your ability to manage a flexible schedule and work effectively with digital evaluation platforms.
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