Freelance Senior Finance Expert

Freelance Senior Finance Expert

Responsibilities

As a Finance Domain Expert, you will be responsible for the following key tasks:

• 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 : 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.