Finance Research Specialist

Job Title: Finance Research Specialist

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

Project Overview

Partner with leading AI labs at Keystone Recruitment to enhance conversational AI systems handling financial topics. Your professional insights as a Finance Research Specialist will 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
• Prompt Engineering
• Data Annotation
• Investment Banking
• Corporate Finance
• Accounting Principles
• Quantitative Reasoning
• Financial Research
• LLM Understanding