2 days ago

Finance Research Specialist

Keystone Recruitment

Hybrid
Contractor
$120,000
Hybrid

Job Overview

Job TitleFinance Research Specialist
Job TypeContractor
CategoryCommerce
Experience5 Years
DegreeMaster
Offered Salary$120,000
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.

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
  • Financial Reporting
  • Investment Research
  • Market Standards
  • Critical Thinking
  • Communication Skills

Tags:

Finance Research Specialist
Financial analysis
AI model evaluation
Data annotation
Prompt engineering
Financial reporting
Market research
Investment analysis
Risk assessment
Economic forecasting
LLM
AI
Conversational AI
Digital evaluation platforms
MS Office
Excel
Word
PDF annotation tools
Online research
Financial databases
Data annotation tools

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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 finance research, AI evaluation, and data annotation skills for Keystone Recruitment.
  • Showcase your financial expertise: Prepare to discuss specific examples of your professional finance experience and quantitative reasoning in interviews.
  • Demonstrate AI affinity: Emphasize any experience or interest in AI, LLMs, and conversational AI systems for the Finance Research Specialist role.
  • Practice remote interview skills: As a global remote role, prepare for virtual interview platforms and clear, concise communication.

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