We’re hiring a Finance Domain Expert to support AI/LLM workflow design, evaluation, and model improvement across advanced financial research and analysis use cases.
Role Highlights
· Domain: Finance + AI/LLM (IB, PE, Asset Management, Equity Research)
· Work Type: Remote (US-based)
· Experience: 12+ years (Entry, Mid, Executive levels considered)
· Key Skills: Financial Modeling (DCF, LBO, M&A), Market & Competitive Research, Data Annotation, Prompt Engineering, LLM Evaluation
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's performance and suggest improvements to enhance its accuracy and relevance.
Key Requirements
● 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.
● Working experience on AI/LLM financial models to build fintech applications and exposure.
● Ruberics, Data annotations and prompt engineering knowledge which can be applied on products and services to eusure quality services and desired outputs.
● Attention to Detail: Meticulous attention to detail is crucial for creating accurate and robust evaluation criteria.
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