7 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

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

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 clarityIdentify factual errors, faulty assumptions, and reasoning gapsScore responses using established financial evaluation rubricsCompare model outputs against trusted public sources and industry standards
  • Prompt Refinement (20%)Author precise prompts eliciting target financial reasoningTest prompt effectiveness across multiple model versionsDocument optimal prompt structures for financial contexts
  • Annotation & Feedback (20%)Provide detailed annotations explaining evaluation decisionsFlag subtle conceptual issues and edge casesSuggest 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
  • Banking
  • Accounting
  • Investments
  • Corporate Finance
  • Financial Reporting

Tags:

Finance Research Specialist
financial analysis
AI evaluation
data annotation
prompt engineering
accounting
investment
banking
corporate finance
quantitative reasoning
feedback
LLM
AI models
digital evaluation platforms
Excel
Word
PDF annotation tools
online research
financial databases

Share Job:

How to Get Hired at Keystone Recruitment

  • Understand Keystone Recruitment's model: Research their approach to contract staffing and remote work, emphasizing their specialism in connecting professionals with AI projects.
  • Tailor your resume: Highlight specific financial expertise, AI evaluation, and remote work experience, demonstrating a strong fit for the Finance Research Specialist role.
  • Showcase quantitative reasoning: Emphasize projects and experiences where you evaluated complex financial concepts and data with precision.
  • Prepare for financial screening: Refresh your knowledge on core financial concepts, industry standards, and current market trends relevant to diverse financial scenarios.
  • Demonstrate clear communication: Practice articulating complex financial topics simply and effectively, crucial for providing AI feedback and refining prompts.

Frequently Asked Questions

Find answers to common questions about this job opportunity

Explore similar opportunities that match your background