Finance Research Specialist

Finance Research Specialist

Apply your financial expertise to critically evaluate and enhance AI model responses to complex financial queries. In this remote contract role, you will play a pivotal part in creating high-quality training data through meticulous response analysis and annotation.

Project Overview

You will partner with leading AI labs, contributing your professional insights to elevate conversational AI systems in finance. Your work ensures that AI outputs demonstrate accurate reasoning, clear communication, and real-world applicability across diverse financial sectors such as banking, accounting, and investments.

Detailed Responsibilities

• Response Evaluation (60%):
  • Rate LLM-generated answers for financial 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 to elicit 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 (e.g., banking, accounting, investments, corporate finance).
• Advanced understanding of financial concepts and quantitative reasoning.
• Demonstrated experience in clearly explaining complex financial topics to diverse audiences.
• Strong attention to detail and analytical precision.
• Comfort with digital evaluation platforms and structured workflows.

Technical Requirements

• Reliable high-speed internet connection.
• Proficiency with standard office software (e.g., Excel, Word, PDF annotation tools).
• Familiarity with online research techniques 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, reproducible feedback for model improvement.

Project Timeline & Compensation

• Onboarding: Involves resume review and a finance knowledge screening (2-3 days).
• Duration: Initial engagement of 4-8 weeks, with potential for extensions.
• Schedule: Self-managed within agreed weekly minimum hours.
• Payment: Weekly via international platforms, contingent on 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 Evaluation
• Data Annotation
• Prompt Engineering
• Quantitative Reasoning
• Banking & Investments
• Accounting Principles
• Corporate Finance
• LLM Interaction
• Financial Research