Finance Research Specialist

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
• Quantitative Reasoning
• Prompt Engineering
• Banking & Investments
• Accounting Principles
• Critical Thinking
• Attention to Detail
• Communication Skills