Finance Domain Expert

Summary: The Finance Domain Expert role involves collaborating with AI and engineering teams to define and evaluate financial workflows, ensuring the accuracy and relevance of financial data for training machine learning models. The position requires extensive domain expertise in finance, particularly in areas such as investment banking, private equity, and asset management. The expert will also provide feedback to enhance the performance of financial models and assist in data curation. This is a remote position with a focus on high-level analytical and communication skills.

Key Responsibilities:

• 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 Skills:

• Domain Expertise: 12+ years of practical, professional experience in one of the following fields: Investment Banking, Private Equity, Asset Management, Equity Research.
• 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.

Salary (Rate): undetermined

City: undetermined

Country: USA

Working Arrangements: remote

IR35 Status: outside IR35

Seniority Level: undetermined

Industry: Other