Finance Expert for AI Research Initiative

About Us

Your expertise will directly improve the quality of advanced AI systems by ensuring finance tasks accurately reflect real-world professional workflows. Rather than completing traditional investment work, you'll help define the standards by which AI models are evaluated, ensuring they demonstrate meaningful financial reasoning and practical judgment.

The Role

We are seeking experienced investment professionals to assess the realism, clarity, and quality of finance-related tasks used to train and evaluate advanced AI systems.

Key Responsibilities

• Review finance tasks and workflows for professional realism, clarity, completeness, and internal consistency.
• Assess whether task inputs, assumptions, workflows, and expected outcomes accurately reflect real-world finance practices.
• Identify missing assumptions, ambiguous instructions, unsupported requirements, impractical constraints, and important edge cases.
• Evaluate whether tasks appropriately measure professional finance capabilities rather than generic knowledge.
• Provide concise, structured written feedback along with practical recommendations to improve task quality and realism.
• Validate workflow logic and maintain consistent evaluation standards across the project.
• Collaborate with fellow finance experts to ensure high-quality evaluations throughout the sprint.

Requirements

• 5–9 years of relevant experience for the Practitioner track, or 9–15 years for the Senior Reviewer track.
• Professional experience in one or more of the following:
• Fundamental Equity Research
• Asset Management
• Hedge Funds
• Public Markets Investing
• Related Investment Research Roles
• Strong expertise in:
• Financial Statement Analysis
• Financial Modeling
• Forecasting
• Valuation
• Investment Decision-Making
• Excellent written communication skills with the ability to explain both conclusions and supporting rationale.
• Exceptional attention to detail and sound professional judgment.
• Ability to evaluate work against structured quality standards and provide objective feedback.

Preferred Qualifications

• Experience covering Technology, Media & Telecommunications (TMT) or Semiconductor sectors.
• Experience conducting event-driven research or analyzing SEC filings.
• Prior experience reviewing analyst work, approving research, setting quality standards, or designing review processes.
• Background contributing to research quality assurance or investment oversight functions.
• Familiarity with AI evaluation, data quality, or model assessment projects is a plus.