Senior Finance, AI Evaluation Specialist

• Guide research and engineering teams on financial analysis, valuation, investment decisions, capital allocation, and corporate finance
• Identify gaps in model understanding across financial statements, transactions, markets, forecasting, and strategic decision-making
• Apply practical financial judgment to complex scenarios involving companies, investors, transactions, and commercial objectives
• Ensure finance tasks reflect realistic professional decisions and established industry practices
• Design challenging, domain-relevant tasks grounded in real financial practice
• Write accurate, well-reasoned solutions covering investment banking, asset management, corporate finance, and financial advisory scenarios
• Develop problems requiring quantitative analysis, commercial judgment, interpretation of financial information, and evaluation of trade-offs
• Ensure tasks are clear, internally consistent, and suitable for structured assessment
• Evaluate AI-generated finance responses against established rubrics and scoring criteria
• Assess correctness, financial judgment, reasoning quality, relevance, and practical applicability
• Compare alternative outputs and determine which response provides the stronger financial analysis
• Identify calculation errors, unsupported assumptions, weak financial logic, and incomplete conclusions
• Provide clear written feedback to support improvements in model behaviour
• Develop and refine evaluation guidelines for financial analysis and decision‑making tasks
• Define scoring criteria covering technical accuracy, professional judgment, reasoning, and conclusion quality
• Participate in calibration activities with other finance specialists
• Collaborate across teams to maintain consistency and accuracy throughout the training data
• Complete onboarding, specialty calibration, task development, and ongoing quality review

Requirements

• US-based; candidates must be based in the United States
• At least 8 years of dedicated professional experience in finance
• Senior-level expertise in investment banking, asset management, corporate finance, financial advisory, or a related area
• Experience working within a recognised financial institution, investment firm, professional‑services organisation, or comparable company
• Prior hands‑on experience evaluating LLM or AI‑generated outputs using structured rubrics or scoring criteria
• Demonstrable career progression into vice president, director, senior manager, or comparable leadership responsibilities
• Strong financial judgment and ability to assess complex analytical and commercial decisions
• Excellent written and verbal communication skills
• Reliable availability for at least 35 hours per week during weekdays
• Prior experience evaluating AI or LLM outputs against structured rubrics is required
• Applicants should clearly describe relevant AI evaluation experience in their application
• A degree in finance, economics, accounting, business administration, mathematics, or a related field is highly relevant
• Graduate‑level education in finance, economics, business, or management may be helpful
• Equivalent senior professional experience in financial analysis, transactions, or investment management may also be considered
• Professional credentials such as CFA, CPA, CA, or comparable qualifications may be valuable
• Experience with valuation, financial modelling, mergers and acquisitions, capital markets, or portfolio analysis
• Background in transaction advisory, private equity, equity research, strategic finance, or investment management
• Experience creating structured scoring rubrics, evaluation guidelines, or quality frameworks
• Familiarity with model training, human‑feedback workflows, annotation, or AI quality assurance
• Strong understanding of financial statements, forecasting, risk, capital structure, and investment analysis
• Experience reviewing financial models, investment recommendations, transaction materials, or strategic finance proposals
• Previous collaboration with product, analytics, research engineering, or data‑science teams
• Immediate availability is preferred

Core Competencies

Demonstrates extensive expertise in financial analysis, investment banking, and corporate finance, with a strong ability to evaluate AI‑generated outputs and develop structured scoring rubrics. Possesses excellent communication skills and a solid understanding of financial statements and strategic decision‑making.

Highest-signal resume keywords

• Investment Banking Expertise
• Financial Analysis
• AI Evaluation Experience
• Strong Financial Judgment
• Structured Scoring Rubrics

Hard Skills

• Financial Analysis
• Valuation
• Financial Modelling
• Mergers and Acquisitions
• Capital Markets
• Portfolio Analysis
• Investment Recommendations
• Transaction Materials Review
• Forecasting
• Risk Assessment

Soft Skills

• Excellent Written Communication
• Excellent Verbal Communication
• Collaboration
• Analytical Thinking
• Problem Solving

Certifications & Qualifications

• CFA
• CPA
• CA

Industry Keywords

• Corporate Finance
• Financial Advisory
• Asset Management
• Transaction Advisory
• Private Equity
• Equity Research
• Strategic Finance
• Investment Management
• Financial Institutions
• Professional Services

Tools & Technologies

• AI Quality Assurance
• Model Training
• Human-Feedback Workflows