Finance Specialist

Key Responsibilities

• Partner with research and engineering teams to improve AI models' understanding of financial reasoning, analysis, and decision-making.
• Design challenging, real-world finance tasks covering a broad range of financial concepts and business scenarios.
• Create accurate, well-reasoned reference solutions based on industry best practices and professional expertise.
• Evaluate AI-generated outputs using structured scoring rubrics, providing detailed written feedback on technical accuracy, reasoning quality, and financial judgment.
• Create and refine evaluation frameworks, quality standards, and scoring guidelines for finance-related tasks.
• Collaborate with fellow subject matter experts to ensure consistency, reliability, and high-quality training data.
• Help identify knowledge gaps and recommend improvements that enhance AI performance across finance use cases.

Required Qualifications

• 8+ years of professional experience in finance, including one or more of the following areas: Investment Banking, Asset Management, Corporate Finance, Financial Advisory.
• Experience gained at a recognized, high-performing financial institution, consulting firm, or equivalent organization.
• Mandatory: Prior hands-on experience evaluating LLM/AI model outputs using structured rubrics or scoring frameworks.
• Demonstrated career progression through increasing levels of responsibility.
• Ability to commit at least 35 hours per week during weekdays.
• Strong analytical, problem-solving, and financial reasoning skills.
• Excellent written and verbal communication abilities with exceptional attention to detail.

Preferred Qualifications

• Experience developing financial models, valuation analyses, investment recommendations, or strategic financial planning.
• Familiarity with AI evaluation methodologies, human-in-the-loop review processes, or data quality programs.
• Experience designing evaluation frameworks, quality assurance processes, or structured review systems.
• Background mentoring analysts, reviewing complex financial work, or leading cross-functional initiatives.
• Interest in applying financial expertise to emerging AI technologies.