This is a remote position.
Role : Financial Consultant- Gen AI
Remote
Contract
Part-Time
Description:
As a Finance Domain Expert, you will be responsible for the following key tasks:
● Workflow Definition : Collaborate with our AI and engineering teams to define the
most common research-based workflows within your specific domain (e.g., M&A deal
analysis in Investment Banking, company valuation in Equity Research, portfolio
construction in Asset Management).
● Evaluation Creation : Develop and create comprehensive evaluations and test cases
to assess the completion of these defined workflows. This involves specifying inputs,
expected outputs, and the criteria for success.
● Capability Assessment : Design evaluations to assess the key capabilities of the LLM
in handling complex financial tasks, including data extraction, financial statement
analysis, market trend identification, and risk assessment.
● Data Curation & Annotation : Provide guidance on identifying and curating high-
quality financial data and content that is essential for training and fine-tuning the LLM.
● Feedback & Iteration : Work closely with the product team to provide constructive
feedback on the LLM's performance and suggest improvements to enhance its
accuracy and relevance
Key Requirements
● Domain Expertise : 12+ years of practical, professional experience in one of the
following fields:
○ Investment Banking : Experience with M&A, capital markets, or corporate
finance.
○ Private Equity : Experience with deal sourcing, due diligence, and portfolio
management.
○ Asset Management : Experience with portfolio management, investment
strategy, or quantitative analysis.
○ Equity Research : Experience with company analysis, financial modeling, and
report writing.
● Experience : Entry level, Mid level and Executive level professionals
● Analytical Skills : Strong analytical and critical thinking abilities to break down
complex financial processes into logical, measurable steps.
● Communication : Excellent communication skills and the ability to articulate complex
financial concepts to a non-finance audience.
● Technical Acumen : A basic understanding of AI, machine learning, or experience
working with technical teams is a significant plus.
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