10 days ago

Finance Research Specialist

Keystone Recruitment

Hybrid
Contractor
$100,000
Hybrid

Job Overview

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

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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
  • Prompt Engineering
  • Quantitative Reasoning
  • Attention to Detail
  • Financial Concepts
  • Banking/Accounting/Investments
  • Communication
  • Analytical Precision

Tags:

Finance Research Specialist
Financial analysis
AI model evaluation
Data annotation
Prompt engineering
Financial research
Quality assurance
Industry standards
Communication
Problem-solving
Excel
Word
PDF annotation
Online research
Financial databases
LLM
AI
Conversational AI
Digital evaluation platforms

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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 application to highlight relevant finance experience and AI model evaluation skills for the Finance Research Specialist role.
  • Showcase financial acumen: Prepare to discuss advanced financial concepts, quantitative reasoning, and experience with banking, accounting, or investments during interviews.
  • Emphasize remote work readiness: Detail your ability to manage a flexible schedule, utilize digital evaluation platforms, and maintain high-quality output remotely.
  • Highlight communication skills: Be ready to demonstrate your ability to explain complex financial topics clearly and provide actionable feedback for AI model improvement.

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