3 days ago

Finance Research Specialist

Keystone Recruitment

Remote
Contractor
$120,000
Remote

Job Overview

Job TitleFinance Research Specialist
Job TypeContractor
CategoryCommerce
Experience5 Years
DegreeMaster
Offered Salary$120,000
LocationRemote

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Job Description

Finance Research Specialist (Remote Contract)

Apply financial expertise to evaluate and improve AI model responses for financial queries. Create high-quality training data through response analysis and annotation.

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 and 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 and 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
  • Data Annotation
  • Prompt Engineering
  • Banking & Investments
  • Accounting Principles
  • Quantitative Reasoning
  • Financial Research
  • Attention to Detail
  • Communication Skills

Tags:

Finance Research Specialist
financial analysis
AI evaluation
data annotation
prompt engineering
financial modeling
accounting
investments
banking
market research
qualitative analysis
LLM
AI
digital platforms
Excel
Word
PDF tools
financial databases
data analysis software
collaboration tools

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How to Get Hired at Keystone Recruitment

  • Research Keystone Recruitment's approach: Study their focus on contract and remote placements, understanding their client needs.
  • Tailor your resume precisely: Highlight your finance expertise, any AI/LLM exposure, and remote work proficiency for the Finance Research Specialist role.
  • Showcase deep financial acumen: Prepare to discuss complex concepts in banking, accounting, and investments, demonstrating practical application.
  • Demonstrate AI evaluation capability: Emphasize experience with data annotation, prompt refinement, and critical analysis of AI-generated content.
  • Highlight remote work and self-management: Provide examples of successful independent work, strong time management, and clear communication in a flexible setting.

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