Finance Domain Expert

Finance Domain Expert

Duration : Contingent role

100% Remote

5+ Years candidate

About the role.

• We build the evaluation data that teaches and grades frontier AI models on real financial-analyst work.
• As a Finance Domain Expert, you design challenging, realistic prompts backed by public source documents (10-Ks, 10-Qs, earnings releases, credit/merger agreements, loan tapes, CSV data), probe where the model breaks, and encode expert judgment into precise, gradable rubrics and a canonical golden answer. Your work is the ground truth used to measure and improve model performance on valuation, M&A, LBO, credit, FP&A, and quantitative analysis.
• What we're looking for
• How we evaluate candidates.
• The strongest profiles pair genuine finance depth with hands-on GenAI-evaluation experience in our screening, GenAI-eval experience was the single clearest differentiator, and a finance credential alone was not sufficient.

Must-haves

• 5+ years in a hands-on finance role (investment banking, private equity, equity/credit research, corporate development, FP&A, or quantitative finance).
• CFA charterholder Level II or III (the strongest single credential for this role); FRM, CPA, CA, or MBA-Finance also valued.
• Demonstrated ability to read primary source documents (10-Ks, 10-Qs, credit/merger agreements) and perform multi-step calculations from them.
• Hands-on GenAI / LLM evaluation experience prompt engineering, rubric or golden-answer authoring, data annotation, RLHF, red-teaming, or model quality assessment.
• Precise, structured written communication and strong attention to detail.
• Comfort working independently to a documented methodology, with rework loops, until every quality check passes.
• Professional Experience at reputable finance firms and/or an advanced degree.
• Prior work authoring evaluation datasets or grading model outputs at scale.