2 days ago
Finance Research Specialist
Keystone Recruitment
Hybrid
Contractor
$85,000
Hybrid
Job Overview
Job TitleFinance Research Specialist
Job TypeContractor
CategoryCommerce
Experience5 Years
DegreeMaster
Offered Salary$85,000
LocationHybrid
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Job Description
Role Overview: Finance Research Specialist
Apply your financial expertise to evaluate and improve AI model responses for complex financial queries. In this global remote contract role, you will create high-quality training data through detailed response analysis and annotation.
You will partner with leading AI labs to enhance conversational AI systems that handle a wide array of financial topics. Your professional insights will be crucial in ensuring 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, 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 their 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.
- 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
- 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: 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 strong finance applications.
Key skills/competency
- Financial Analysis
- AI Model Evaluation
- Data Annotation
- Prompt Engineering
- Quantitative Reasoning
- Industry Standards
- Error Identification
- Qualitative Review
- Feedback Generation
- Communication Skills
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 to understand their approach to talent acquisition and contractor engagement.
- Customize your resume: Tailor your resume to highlight professional finance experience, especially in areas like banking, accounting, investments, and corporate finance, directly matching the Finance Research Specialist role's requirements. Emphasize your analytical precision and experience with financial evaluation.
- Showcase AI/financial tech familiarity: Provide specific examples of your comfort with digital evaluation platforms, online research, and how you've applied financial concepts in a technical or analytical context relevant to AI model improvement.
- Prepare for domain-specific questions: Be ready to discuss complex financial topics, quantitative reasoning, and how you would identify and articulate errors in AI-generated financial responses, showcasing your deep industry knowledge.
- Highlight remote work capabilities: Demonstrate your ability to manage a self-managed, flexible weekly commitment, emphasizing reliability, independent problem-solving, and effective communication in a global remote setting.
Frequently Asked Questions
Find answers to common questions about this job opportunity
01What specific financial evaluation rubrics does Keystone Recruitment use for the Finance Research Specialist role?
02How does Keystone Recruitment assess a candidate's financial reasoning skills during the screening for the Finance Research Specialist position?
03What kind of prompt refinement tasks can a Finance Research Specialist expect to perform for Keystone Recruitment?
04What technical tools and platforms are essential for a Finance Research Specialist working remotely with Keystone Recruitment?
05What is the typical weekly commitment and payment schedule for the Finance Research Specialist contract with Keystone Recruitment?
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