Finance Domain Expert – AI / LLM Model Evaluation

Location: Remote (US Based)
Experience: Entry, Mid & Executive Levels
Domain: Investment Banking, Private Equity, Asset Management, Equity Research

Role Overview

We are looking for a Finance Domain Expert to support the development, training, and evaluation of AI and Large Language Models (LLMs) used in financial research, analysis, and fintech applications.

In this role, you will work closely with AI, engineering, and product teams to define real-world financial workflows, create evaluation frameworks, and ensure that AI models accurately perform complex financial tasks such as valuation, deal analysis, earnings modeling, and market research.

Key Responsibilities

Workflow Definition

• Define and document common finance workflows such as:

  • M&A deal analysis (Investment Banking)

  • Company valuation (Equity Research)

  • Portfolio construction (Asset Management)

• Translate financial processes into AI-readable workflows.

Evaluation & Test Case Development

• Design test cases and evaluations to measure LLM performance.

• Specify inputs, expected outputs, and success criteria.

• Build rubrics to assess financial accuracy, reasoning, and quality.

LLM Capability Assessment

• Evaluate AI models on:

  • Financial statement analysis

  • Data extraction

  • Market & trend identification

  • Risk assessment

Data Curation & Annotation

• Guide the selection and labeling of high-quality financial data.

• Support annotation of filings, models, research reports, and transcripts.

Feedback & Iteration

• Review AI outputs and provide structured feedback.

• Work with product teams to improve accuracy, logic, and financial relevance.

Required Experience & Qualifications

Domain Expertise (12+ Years in One or More)

• Investment Banking – M&A, capital markets, corporate finance

• Private Equity – Deal sourcing, due diligence, portfolio management

• Asset Management – Portfolio management, investment strategy, quantitative analysis

• Equity Research – Financial modeling, valuation, research reports

Skills & Capabilities

• Strong analytical and problem-solving ability

• Ability to break complex financial workflows into measurable steps

• Excellent communication skills (finance to non-finance audiences)

• Experience working with AI/LLM models in fintech or analytics products

• Knowledge of:

  • Rubrics & evaluation frameworks

  • Data annotation & labeling

  • Prompt engineering for AI models

• Attention to detail and data accuracy

• Familiarity with AI/ML or collaboration with technical teams is a plus

Key Financial Workflows Covered

Private Equity – Market & Commercial Diligence

• Market sizing, competition, growth drivers, and investment thesis validation
  Data Sources: PitchBook, CapIQ, Gartner, consultant decks, filings, expert calls, census data

Asset Management – Earnings & Quarterly Updates

• Analyze earnings vs expectations and update internal views
  Data Sources: 10-Q, 8-K, earnings calls, sell-side consensus, financial models

Investment Banking – Market & Competitive Research

• Industry analysis, competitor mapping, and trend identification
  Data Sources: Filings, research reports, investor decks, trade press, expert calls

Equity Research – Investment Thesis

• Build and update Buy/Hold/Sell recommendations
  Data Sources: Filings, valuation multiples, DCF models, earnings calls, macro data

Core Modeling & Analysis Areas

• Discounted Cash Flow (DCF)

• Leveraged Buyout (LBO)

• Mergers & Acquisitions (M&A)

• Comparable & Precedent Transactions

• Financial Forecasting