3 days ago

Finance Research Specialist

Keystone Recruitment

Hybrid
Contractor
$140,000
Hybrid

Job Overview

Job TitleFinance Research Specialist
Job TypeContractor
CategoryCommerce
Experience5 Years
DegreeMaster
Offered Salary$140,000
LocationHybrid

Who's the hiring manager?

Sign up to PitchMeAI to discover the hiring manager's details for this job. We will also write them an intro email for you.

Uncover Hiring Manager

Job Description

Role: Finance Research Specialist

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. 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
  • Data Annotation
  • Quantitative Reasoning
  • Banking & Investments
  • Corporate Finance
  • Prompt Engineering
  • Accuracy & Precision
  • LLM Feedback
  • Structured Workflows

Tags:

Finance Research Specialist
Financial Analysis
AI Model Evaluation
Data Annotation
Investment Banking
Accounting
Corporate Finance
Prompt Engineering
Quantitative Reasoning
LLM Feedback
Banking
Investments
Contractor
Remote Work
AI
Machine Learning
Excel
Structured Workflows
Financial Data
Research

Share Job:

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, focusing on their approach to remote contract work.
  • Tailor your resume for AI and Finance: Customize your resume to highlight professional finance experience, especially in banking, accounting, or investments, and any exposure to AI, data annotation, or LLM evaluation.
  • Showcase deep financial expertise: Prepare to demonstrate advanced understanding of financial concepts, quantitative reasoning, and your ability to explain complex topics clearly, which is crucial for the Finance Research Specialist role.
  • Highlight remote work capabilities: Emphasize your proficiency with digital platforms, structured workflows, and successful self-management in a remote contractor setting to align with Keystone Recruitment's operational model.
  • Prepare for a finance knowledge screening: Brush up on core financial principles and be ready for a resume review and a finance knowledge assessment as part of the onboarding process for this specialist position.

Frequently Asked Questions

Find answers to common questions about this job opportunity

Explore similar opportunities that match your background