Finance Domain Expert (Subject Matter Expert)

TransPerfect • Anywhere in U.S., NY

6d • Remote

About The Position

DataForce by TransPerfect is looking for experienced Finance Domain Experts to support a cutting-edge Generative AI project. In this role, you will use your finance expertise to help design workflows, create evaluations, and provide guidance that ensures our AI models deliver accurate, relevant, and high-quality results in financial tasks.

Requirements

• Experience: 12+ years of professional experience in one of the following areas: Investment Banking (M&A, capital markets, corporate finance) Private Equity (deal sourcing, due diligence, portfolio management) Asset Management (portfolio management, investment strategy, quantitative analysis) Equity Research (company analysis, financial modeling, report writing)
• Prior U.S. work experience in reputable Finance or Asset Management organizations , such as BlackRock, Vanguard, Fidelity Investments, State Street Global Advisors, Morgan Stanley, J.P. Morgan Asset Management, Goldman Sachs Asset Management, Capital Group, BNY Mellon Investment Management, or PIMCO.
• Open to entry-level, mid-level, and executive-level professionals depending on project needs.
• Strong analytical skills to break down complex financial processes into measurable steps.
• Excellent communication skills to explain financial concepts to non-experts.
• High attention to detail and accuracy.

Nice To Haves

• Basic familiarity with AI/ML concepts or experience working with technical teams is a plus.

Responsibilities

• Workflow Definition: Define the most common research and analysis workflows in your area (e.g., M&A deal analysis, company valuation, or portfolio construction).
• Evaluation Creation: Build test cases and evaluation criteria to measure how well the AI completes these workflows.
• Capability Assessment: Assess the model’s ability to handle financial tasks such as statement analysis, data extraction, market trend identification, and risk assessment.
• Data Curation & Annotation: Identify and curate high-quality financial data for training and fine-tuning AI models.
• Feedback & Iteration: Provide feedback on model outputs and suggest improvements to enhance accuracy and usefulness.

What This Job Offers

• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees