Role Requirement: Language Specialist ( Finanace Expert )
Remote
Duration: 6+ Months Contract
Education: A Master’s Degree is required (Linguistics, Communications, or Data Science preferred)
Responsibilities
As a Finance Domain Expert, you will be responsible for the following key tasks:
● Workflow Definition: Collaborate with our AI and engineering teams to define the
most common research-based workflows within your specific domain (e.g., M&A deal
analysis in Investment Banking, company valuation in Equity Research, portfolio
construction in Asset Management).
● Evaluation Creation: Develop and create comprehensive evaluations and test cases
to assess the completion of these defined workflows. This involves specifying inputs,
expected outputs, and the criteria for success.
● Capability Assessment: Design evaluations to assess the key capabilities of the LLM
in handling complex financial tasks, including data extraction, financial statement
analysis, market trend identification, and risk assessment.
● Data Curation & Annotation: Provide guidance on identifying and curating high-
quality financial data and content that is essential for training and fine-tuning the LLM.
● Feedback & Iteration: Work closely with the product team to provide constructive
feedback on the LLM performance and suggest improvements to enhance its accuracy
and relevance.
Key Requirements:
Sector Eval - Target Sourcing Pool of Top 10 Companies
● Domain Expertise: 12+ years of practical, professional experience in one of the
following fields:
○ Investment Banking: Experience with M&A, capital markets, or corporate
finance.
○ Private Equity: Experience with deal sourcing, due diligence, and portfolio
management.
○ Asset Management: Experience with portfolio management, investment
strategy, or quantitative analysis.
○ Equity Research: Experience with company analysis, financial modeling, and
report writing.
● Experience : Entry level, Mid level and Executive level professionals
● Analytical Skills: Strong analytical and critical thinking abilities to break down
complex financial processes into logical, measurable steps.
● Communication: Excellent communication skills and the ability to articulate complex
financial concepts to a non-finance audience.
● Technical Acumen : A basic understanding of AI, machine learning, or experience
working with technical teams is a significant plus.
● Attention to Detail: Meticulous attention to detail is crucial for creating accurate and
robust evaluation criteria.
Private Equity | Market & Commercial Diligence
● Definition: Deep-dive workflows that size a target’s market, analyze competitive dynamics, test growth
drivers, and capture customer / channel insights to support—or challenge—an investment thesis.
● Data input types: Public filings (10-K/annual reports), industry research databases (PitchBook, CapIQ,
Gartner, IB reports), consultant decks, company websites & investor presentations, expert-network call
notes/transcripts, press releases, government statistics (e.g., Census, BLS).
Asset Management | Earnings Analysis & Quarter Updates
● Definition: Fast-turn workflows that digest a company’s quarterly results, benchmark them against
expectations, and refresh internal views or models ahead of—or immediately after—an earnings event.
● Data input types: Company earnings release, slide deck, SEC 10-Q/8-K, earnings-call transcript, sell-side
consensus, management follow-up notes, and models.
Investment Banking | Market & Competitive Research
● Definition: Sector-intelligence workflows that size an industry, map competitors, highlight secular trends,
and position a client (or target) within that landscape so bankers can craft compelling pitches, valuations,
and strategic recommendations.
● Data input types: Public filings & earnings call transcripts (10-K/10-Q/20-F, S-1), industry and equity-
research reports, company websites & investor presentations, product review sites, press releases and
trade-press coverage, government statistics (Census, BLS), social-media/forums sentiment, expert-network
call transcripts.
Equity Research | Investment Thesis & Research
● Definition: Analytical workflows that develop, update, or challenge an equity investment view—typically a
buy/hold/sell thesis—by integrating financial modeling, valuation, and industry analysis to inform real-time or
near-term trading decisions.
● Data input types: Company filings (10-K, 10-Q, earnings releases), valuation multiples (P/E, EV/EBITDA),
comp tables, earnings call and investor day transcripts, industry KPIs and macro indicators, analyst
consensus, financial news, financial models (DCF, scenario cases), expert and investor relations calls,
portfolio exposure data, trading desk commentary.
Domains / Workflows
● Discounted Cash Flow (DCF) Analysis
● Leveraged Buyout (LBO) Modeling
● Mergers & Acquisitions (M&A) Modeling
● Comparable & Precedent Transaction Analysis
● Financial Forecasting
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