11 days ago
Finance Research Specialist
Keystone Recruitment
Remote
Contractor
$120,000
Remote
Job Overview
Job TitleFinance Research Specialist
Job TypeContractor
CategoryCommerce
Experience5 Years
DegreeMaster
Offered Salary$120,000
LocationRemote
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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.
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
- 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
- Banking
- Accounting
- Investments
- Corporate Finance
- Financial Research
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 professional finance experience, AI evaluation skills, and data annotation expertise relevant to the Finance Research Specialist role.
- Showcase financial acumen: Prepare to demonstrate advanced understanding of financial concepts, quantitative reasoning, and ability to explain complex topics.
- Master the technical interview: Be ready to discuss your experience with digital evaluation platforms, office software proficiency, and online financial research.
- Highlight communication and detail: Emphasize your strong attention to detail and ability to provide actionable, reproducible feedback during the interview process.
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