Finance Research Specialist

Role Overview: Finance Research Specialist

Keystone Recruitment is seeking a Finance Research Specialist for a global remote contract position. This role involves applying advanced financial expertise to meticulously evaluate and enhance AI model responses to complex financial queries. You will be instrumental in creating high-quality training data through comprehensive response analysis and annotation.

Project Overview

Partner with leading AI laboratories to significantly improve conversational AI systems that handle a wide array of financial topics. Your professional insights will be crucial in ensuring that model outputs demonstrate accurate reasoning, clear communication, and practical applicability across diverse financial scenarios including banking, accounting, and investment.

Detailed Responsibilities

• Response Evaluation (60%): Rate LLM-generated answers to financial user queries for accuracy and clarity, identifying 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 the tone, completeness, and overall professional communication of the AI models.

Required Expertise

• Professional finance experience in areas such as banking, accounting, investments, or corporate finance.
• Advanced understanding of intricate financial concepts and quantitative reasoning.
• Proven experience in clearly explaining complex financial topics to a wide range of audiences.
• Strong attention to detail and exceptional analytical precision.
• Comfort working with 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 methodologies 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 all annotations.
• Provide actionable and reproducible feedback to facilitate model improvement.

Project Timeline & Compensation

• Onboarding: Involves resume review and a finance knowledge screening (approximately 2-3 days).
• Duration: Initial contract of 4-8 weeks, with potential opportunities for extension.
• Schedule: Self-managed within a set weekly minimum commitment of hours.
• Payment: Compensation is provided 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
• Financial Reasoning
• Data Annotation
• Quantitative Analysis
• Prompt Engineering
• Investment Banking
• Accounting Standards
• Corporate Finance
• Market Research