Private Equity & Venture Capital - Finance Domain Expert
About the role
This role is for a senior finance domain expert working directly with a leading AI lab's research and program management teams to improve how frontier AI models reason about real financial work. You will review the quality of finance knowledge‑work tasks, write instruction specs and golden solutions that define correctness, and build benchmarks to measure model improvement. The position is hybrid, based in the Bay Area, California, requiring on‑site work multiple days each week; candidates must live in the Bay Area or be willing to relocate at their own cost.
Responsibilities
- Data QA and reviews: Vet the quality of finance knowledge work tasks and model outputs — spotting missing behaviors, thin reasoning, flawed assumptions, and answers that read well but would not survive professional scrutiny.
- Instruction specs and golden datasets: Write high‑quality instruction specs, produce golden solutions to financial problems, and define new finance tasks that reflect how the work is actually done in practice.
- Benchmarks and domain depth: Design challenging finance tasks and evaluation sets, and help build finance‑specific skills and tools together with the research team.
- Calibration: Work with client researchers and specialists in adjacent fields to keep standards consistent, translating tacit financial judgment into explicit, teachable criteria.
Qualifications
- Experience: 5+ years of substantive, dedicated professional finance experience at a recognized institution (investment bank, asset manager, private equity or credit fund, Big Four firm, large corporate finance function, or financial regulator). Generalist roles that only touch finance peripherally do not count.
- Domain depth: Genuine specialization in at least one core finance discipline, e.g., corporate finance and FP&A, investment banking and M&A, asset or wealth management, private equity or private credit, quantitative finance and risk management, treasury, or accounting and audit.
- Seniority: Clear progression to a senior individual‑contributor or leadership level (Vice President, Director, Principal, Managing Director, Portfolio Manager, Controller, CFO, etc.) with real ownership of analysis and decisions.
- Education and credentials: Advanced degree from a strong program (MBA, MS, or PhD in finance, economics, accounting, or a quantitative field) and/or a recognized professional credential such as CFA, CPA, FRM, or an actuarial designation. Strongly preferred.
- AI fluency: Hands‑on working use of large language models in your professional work, and the judgment to tell a well‑reasoned answer from a plausible‑sounding wrong one.
- Availability: Able to commit reliably to 40 hours per week for an initial engagement of 6 months.
- Excellent written communication, and the ability to give precise, well‑structured written feedback.
Pay
Compensation: $110‑$150 per hour.
Schedule
Hybrid role based in the Bay Area, California; required on‑site multiple days each week. Initial engagement: 6 months, 40 hours per week. Candidates not currently living in the Bay Area must be willing to relocate at their own cost; relocation assistance is not provided.