11 days ago

Finance Research Specialist

Keystone Recruitment

Remote
Contractor
$100,000
Remote

Job Overview

Job TitleFinance Research Specialist
Job TypeContractor
CategoryCommerce
Experience5 Years
DegreeMaster
Offered Salary$100,000
LocationRemote

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Job Description

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
  • Prompt Engineering
  • Quantitative Reasoning
  • Investment Management
  • Accounting Principles
  • Corporate Finance
  • Banking Operations
  • Market Research

Tags:

Finance Research Specialist
Financial Analysis
AI Evaluation
Data Annotation
Prompt Engineering
Quantitative Reasoning
Investment Analysis
Accounting
Banking
Corporate Finance
Research
LLM Evaluation
Digital Platforms
Excel
Word
PDF Annotation Tools
Online Research
Financial Databases

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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: Customize your resume to highlight professional finance experience, AI interaction, and quantitative reasoning for the Finance Research Specialist role.
  • Showcase financial expertise: Prepare to demonstrate advanced understanding of banking, accounting, and investment concepts during interviews with Keystone Recruitment.
  • Master AI evaluation skills: Highlight experience with data annotation, prompt refinement, and clear communication of complex financial topics.
  • Emphasize remote work readiness: Be ready to discuss your ability to manage a flexible, independent contract role effectively, including internet proficiency.

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