DirectJobHub
Jobs · Finance

Senior Investment Research & Capital Markets Subject Matter Expert) | U.S.

Volga Partners · United States · 3 wk ago
RemoteRemoteFinance$55–$60/hrFull-time

Volga Partners is a global talent and consulting firm specializing in high-performing teams for innovative organizations. This project-based independent contractor role supports the evaluation of advanced AI models.

Schedule & Availability

This role requires a consistent 8-hour shift commitment during one of the following schedules (with flexibility in how hours are completed):

  • IST: 9:00 AM - 6:00 PM
  • PST: 6:00 AM - 3:00 PM

Work is assigned based on client demand and may fluctuate over time, making this role ideal for those comfortable with a dynamic, project-based environment.

About the Role

We seek a Senior Investment Research & Capital Markets Subject Matter Expert to evaluate and improve advanced AI models. This role involves applying real-world financial expertise to assess AI-generated analyses, validate technical reasoning, identify inaccuracies, and enhance Large Language Models (LLMs) used in finance. This is not a traditional investment banking position.

Responsibilities

  • Evaluate AI-generated financial analyses for technical accuracy, completeness, and quality of reasoning.
  • Identify factual inaccuracies, unsupported assumptions, logical inconsistencies, and calculation errors.
  • Review financial models, valuation methodologies, and investment analyses produced by AI.
  • Create, review, and refine finance-related prompts, benchmark responses, and evaluation datasets.
  • Apply detailed annotation guidelines consistently while maintaining exceptional quality standards.
  • Provide structured, actionable feedback to improve AI model performance.
  • Collaborate with Project Managers, Quality Assurance teams, and AI Researchers to refine evaluation methodologies.
  • Maintain productivity and quality expectations while working independently in a remote environment.

Requirements

Domain Expertise

Candidates should demonstrate expert-level knowledge in one or more of the following:

  • Equity Research
  • Fixed Income Research
  • Credit Research
  • Investment Research
  • Asset Management
  • Portfolio Management
  • Buy-Side
  • Sell-Side
  • Capital Markets

Strong candidates typically have practical experience with:

  • Published research
  • Managed investment portfolios
  • Presented to investment committees

Required Qualifications

  • Significant practical experience in Investment Banking, Corporate Finance, or Transaction Advisory.
  • Strong knowledge of U.S. financial markets and corporate finance principles.
  • Exceptional analytical and critical thinking skills.
  • Advanced financial modeling and valuation capabilities.
  • Excellent written English communication skills.
  • Ability to independently evaluate complex financial analyses and articulate technical feedback.
  • Strong attention to detail and commitment to quality.

Preferred Qualifications

One or more of the following is highly desirable:

  • Professional Certifications: CFA (Completed or Candidate), CPA, MBA (Finance), Chartered Accountant (CA).
  • Professional Background: Investment Banking, Big Four Transaction Advisory, Valuation Advisory, Private Equity, Venture Capital, Corporate Development, Strategic Finance.
  • Experience with Financial Platforms: Bloomberg Terminal, Capital IQ, FactSet, Refinitiv, PitchBook.
  • AI Experience: AI Model Evaluation, Reinforcement Learning from Human Feedback (RLHF), Prompt Engineering, AI Annotation, Large Language Model (LLM) Evaluation, AI Quality Assurance, Benchmark Dataset Development.

U.S. Market Knowledge

Candidates should demonstrate a strong working knowledge of:

  • SEC Filings
  • Public Equities
  • Financial Statements
  • Valuation Methodologies
  • Corporate Earnings
  • Macroeconomic Indicators
  • Investment Analysis
  • Capital Markets
  • Financial Ratios
  • Portfolio Concepts
  • Market Trends

What Makes a Strong Candidate

Successful candidates often have:

  • Led complex financial analyses or valuation engagements.
  • Reviewed or approved the work of other finance professionals.
  • Supported or led high-profile transactions.
  • Presented recommendations to executive leadership, investment committees, or clients.
  • Built financial models used in strategic business decisions.
  • Applied expert judgment to evaluate complex financial scenarios.

Trial Gig (Required)

All shortlisted candidates must complete a Trial Gig to evaluate:

  • Technical finance expertise
  • Analytical reasoning
  • Written communication
  • Attention to detail
  • Ability to assess AI-generated financial responses

Successful completion is required for project consideration and is compensated. Candidates who do not meet quality standards will not proceed.

Pay

United States: $55-$60 USD/hour. Exceptional candidates may be considered for higher compensation based on experience and project requirements.

AI Evaluation Experience

Previous experience with AI evaluation, RLHF, prompt engineering, AI annotation, or LLM evaluation is strongly preferred. Candidates with exceptional finance expertise eager to learn structured AI evaluation workflows are also encouraged to apply.

Similar jobs