Senior Investment Banking Subject Matter Expert (AI Evaluation) | U.S.
About The Position
We are seeking an experienced Investment Banking Subject Matter Expert (SME) to support the development, evaluation, and improvement of advanced Artificial Intelligence (AI) models. This is not a traditional Investment Banking position. Instead, you will apply your real-world expertise to evaluate complex AI-generated financial analyses, validate technical reasoning, identify inaccuracies, and help improve Large Language Models (LLMs) used within the finance industry. We are looking for professionals who are recognized as experts within their field—individuals capable of evaluating financial reasoning with the same rigor expected in investment banking, corporate finance, transaction advisory, and institutional finance environments.
Requirements
- Significant practical experience in Investment Banking, Corporate Finance, or Transaction Advisory.
- Strong knowledge of U.S. financial markets and corporate finance principles.
- Exceptional analytical and critical thinking skills.
- Advanced financial modeling and valuation capabilities.
- Excellent written English communication skills.
- Ability to independently evaluate complex financial analyses and articulate technical feedback.
- Strong attention to detail and commitment to quality.
Nice To Haves
- Professional Certifications (CFA, CPA, MBA Finance, CA)
- Professional Background in Investment Banking, Big Four Transaction Advisory, Valuation Advisory, Private Equity, Venture Capital, Corporate Development, Strategic Finance, or Financial Platforms (Bloomberg Terminal, Capital IQ, FactSet, Refinitiv, PitchBook).
- Previous experience with AI Model Evaluation, Reinforcement Learning from Human Feedback (RLHF), Prompt Engineering, AI Annotation, Large Language Model (LLM) Evaluation, AI Quality Assurance, or Benchmark Dataset Development.
- Strong working knowledge of SEC Filings, Public Equities, Financial Statements, Valuation Methodologies, Corporate Earnings, Macroeconomic Indicators, Investment Analysis, Capital Markets, Financial Ratios, Portfolio Concepts, and Market Trends.
Responsibilities
- Evaluate AI-generated financial analyses for technical accuracy, completeness, and quality of reasoning.
- Identify factual inaccuracies, unsupported assumptions, logical inconsistencies, and calculation errors.
- Review financial models, valuation methodologies, and investment analyses produced by AI.
- Create, review, and refine finance-related prompts, benchmark responses, and evaluation datasets.
- Apply detailed annotation guidelines consistently while maintaining exceptional quality standards.
- Provide structured, actionable feedback that improves AI model performance.
- Collaborate with Project Managers, Quality Assurance teams, and AI Researchers to improve evaluation methodologies.
- Maintain productivity and quality expectations while working independently in a remote environment.
Benefits
- Project-Based Independent Contractor (Remote)
- Ad-hoc, project-based opportunity
- Work assigned based on client demand and project availability
- Compensation: $55–$60 USD/hour (potential for higher compensation)
- Opportunity to contribute to the development of advanced AI models
- Work with leading technology organizations
- Part of a global network of experts
- Compensation for successfully completing the Trial Gig
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What This Job Offers
Career Level
Senior
Education Level
No Education Listed
