Finance AI Data Trainer - Phase 3, Findex
About the role
Evaluate, annotate, and improve AI-generated financial research outputs for Findex, Finstock, Inc.'s market intelligence workspace.
Responsibilities
- Review AI-generated responses to finance, investment research, market analysis, and risk-related prompts.
- Evaluate model outputs for financial accuracy, reasoning quality, clarity, evidence use, data limitations, and appropriate risk framing.
- Create, annotate, and improve finance-related prompts, expected answers, scoring rubrics, and edge-case examples.
- Identify hallucinations, unsupported assumptions, misleading financial claims, calculation errors, and weak reasoning.
- Rewrite or improve AI responses so they are clearer, more accurate, more structured, and aligned with responsible research-support standards.
- Test Findex workflows involving market data, charts, research prompts, financial statements, macro context, portfolio/risk context, and user-scoped workspace information.
- Help define when the AI should answer directly, ask clarifying questions, disclose limitations, or avoid making personalized recommendations.
Requirements
- Strong understanding of finance, financial markets, investment research, accounting, economics, or quantitative analysis.
- Ability to evaluate financial reasoning across topics such as equities, valuation, financial statements, macroeconomics, risk analysis, portfolio concepts, FX, crypto assets, options, or trading research.
- Excellent written English and ability to explain complex financial issues clearly and objectively.
- Strong attention to detail and ability to detect subtle errors in logic, assumptions, calculations, and interpretation.
Qualifications
- Experience in AI data annotation, RLHF, model evaluation, prompt evaluation, financial QA, or data quality review.
- Prior experience in investment research, equity research, financial analysis, trading analytics, portfolio analysis, or market intelligence.
- Progress toward or completion of finance-related credentials such as CFA, FRM, CPA, CAIA, or equivalent professional training.
Benefits
Remote work, flexible schedule, competitive compensation ($35-$75/hour), and the opportunity to contribute to a cutting-edge AI-driven financial research platform.
Schedule
Approximately 20 or 40 hours per week, with possible extension based on project needs and performance.
Pay
USD $35-$75 per hour, depending on demonstrated finance expertise, AI evaluation experience, task complexity, and work quality.
Skills
Finance knowledge, analytical writing skills, attention to detail, and an interest in AI model evaluation, financial data quality, and responsible AI for market research workflows.
Benefits
Remote work, flexible schedule, competitive compensation ($35-$75/hour), and the opportunity to contribute to a cutting-edge AI-driven financial research platform.
Contact
To apply for this role, submit your information through the provided application form.