Finance Research Specialist

Role Overview

Apply your financial expertise to evaluate and enhance AI model responses for complex financial queries. This remote contract position focuses on creating high-quality training data through detailed response analysis and annotation, ensuring AI systems provide accurate and clear financial insights.

Project Goals

Partner with leading AI labs to elevate conversational AI systems in finance. Your professional acumen will guarantee that model outputs demonstrate precise reasoning, effective communication, and real-world applicability across critical financial domains like banking, accounting, and investments.

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 to elicit target financial reasoning. Test prompt effectiveness across multiple model versions and document optimal prompt structures for various 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 (e.g., banking, accounting, investments, corporate finance).
• Advanced understanding of financial concepts and quantitative reasoning.
• Proven ability to explain complex topics clearly to diverse audiences.
• Strong attention to detail and analytical precision.
• Comfortable with digital evaluation platforms and structured workflows.

Technical Requirements

• Reliable high-speed internet connection.
• Proficiency with office software (Excel, Word, PDF annotation tools).
• Familiarity with online research 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.
• Deliver actionable, reproducible feedback for continuous 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 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 Research
• Quality Assurance
• Industry Standards
• Quantitative Reasoning
• Critical Thinking
• Clear Communication