Title: Finance Domain Expert
Location: Remote
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 Requirements
Domain Expertise : 12+ years of practical, professional experience in one of the following fields:
Investment Banking : Experience with M&A, capital markets, or corporate finance.
Private Equity : Experience with deal sourcing, due diligence, and portfolio management.
Asset Management : Experience with portfolio management, investment strategy, or quantitative analysis.
Equity Research : Experience with company analysis, financial modeling, and report writing.
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.
Attention to Detail : Meticulous attention to detail is crucial for creating accurate and robust evaluation criteria.
Thanks
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