2 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

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Job Description

Finance Research Specialist (Remote)

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 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 eliciting target financial reasoning, test prompt effectiveness across multiple model versions, and document optimal prompt structures for financial contexts.
  • Annotation & Feedback (20%): Provide detailed annotations explaining evaluation decisions, flag subtle conceptual issues and edge cases, and 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
  • Financial Reasoning
  • Quantitative Analysis
  • Industry Standards
  • Attention to Detail
  • Professional Communication
  • Market Research

Tags:

finance research specialist
financial analysis
AI model evaluation
data annotation
prompt refinement
financial expertise
quantitative reasoning
industry standards
error identification
communication
reporting
office software
Excel
Word
PDF annotation
online research
financial databases
LLM
AI
conversational AI
digital platforms

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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 for financial expertise: Highlight professional finance experience, advanced quantitative reasoning, and experience with AI model evaluation.
  • Prepare for a finance knowledge screening: Brush up on core financial concepts, market dynamics, and industry best practices relevant to the Finance Research Specialist role.
  • Showcase analytical and communication skills: Be ready to discuss how you've identified factual errors, refined prompts, and provided actionable feedback in past roles.
  • Demonstrate remote work proficiency: Emphasize your ability to manage your schedule, utilize digital evaluation platforms, and maintain high-quality outputs independently.

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