Finance Research Specialist

Role Overview: Finance Research Specialist

Keystone Recruitment is seeking a Finance Research Specialist for a global remote contract. In this role, you will apply your financial expertise to evaluate and enhance AI model responses to complex financial queries. You will be instrumental in creating high-quality training data through detailed response analysis and annotation.

You will partner with leading AI laboratories to significantly improve conversational AI systems that handle a wide array of financial topics. Your professional insights will ensure that model outputs demonstrate accurate reasoning, clear communication, and strong real-world applicability across various scenarios in banking, accounting, and investments.

Detailed Responsibilities

• Response Evaluation (60%): Rate LLM-generated answers for financial user queries, focusing on 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 designed to elicit target financial reasoning. Test the effectiveness of these prompts across multiple model versions and document optimal prompt structures for various financial contexts.
• Annotation & Feedback (20%): Provide detailed annotations that clearly explain evaluation decisions. Flag subtle conceptual issues and edge cases, and suggest improvements for tone, completeness, and professional communication in AI responses.

Required Expertise

• Professional finance experience across banking, accounting, investments, or corporate finance.
• Advanced understanding of financial concepts and quantitative reasoning.
• Proven ability to clearly explain complex financial topics to diverse audiences.
• Strong attention to detail and analytical precision.
• Comfortable using digital evaluation platforms and structured workflows.

Technical Requirements

• Reliable high-speed internet connection.
• Proficiency with standard office software, including Excel, Word, and PDF annotation tools.
• Familiarity with online research and public financial databases.

Success Metrics

• Achieve a 95%+ first-pass quality acceptance rate.
• Complete 12-18 evaluations per week at target complexity.
• Maintain zero critical factual errors in annotations.
• Provide actionable and reproducible feedback for continuous model improvement.

Project Timeline & Compensation

Onboarding will involve a resume review and a finance knowledge screening, typically taking 2-3 days. The project duration is 4-8 weeks, with potential opportunities for extension. You will manage your schedule within specified weekly minimum hours. Payment is processed 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 strong finance applications.

Key skills/competency

• Financial Analysis
• AI Model Evaluation
• Data Annotation
• Prompt Engineering
• Financial Reasoning
• Investment Banking
• Corporate Finance
• Accounting Principles
• Market Research
• Quantitative Analysis