Finance Domain Expert AI/LLM | Remote | IB, PE, AM, Equity Research

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.