Finance - Fixed Income Subject Matter Expert (SME) - AI Evaluator

Overview

This is a fully remote, project-based freelance role for an experienced Finance – Fixed Income Subject Matter Expert (SME). You will support a short-term AI evaluation pilot by reviewing and validating AI-generated financial outputs related to the financial markets of Mainland China or Spain.

Previous AI evaluation experience is not required—your Fixed Income expertise, analytical skills, and market-specific knowledge are the primary factors.

Responsibilities

As a Finance – Fixed Income SME – AI Evaluator, you will apply industry knowledge to review financial information and assess the accuracy and quality of AI-generated outputs. Responsibilities may include:

• Evaluate financial content: Review AI-generated Fixed Income information, bond market analyses, investment explanations, and related content for accuracy, completeness, and relevance.
• Assess financial reasoning: Check financial calculations, bond valuations, yield interpretations, credit assessments, and analytical conclusions for technical accuracy.
• Verify financial information: Validate financial data, market terminology, investment concepts, and analytical findings using reliable financial references.
• Identify errors and inconsistencies: Detect incorrect calculations, unsupported assumptions, misleading interpretations, and missing financial considerations.
• Apply market-specific knowledge: Assess content against market structures, investment practices, and regulatory environments of Mainland China or Spain.
• Review output quality: Evaluate completed work against project-specific guidelines, evaluation criteria, and established quality standards.
• Provide structured feedback: Document findings, explain issues, and recommend appropriate corrections supported by financial evidence.
• Complete independent evaluations: Perform assigned reviews through designated online platforms while meeting accuracy, confidentiality, and deadline requirements.

Required Qualifications

• Approximately 3–5 years of professional experience in Fixed Income, bond markets, debt securities, debt capital markets, investment research, or a closely related specialization.
• Demonstrated knowledge of Fixed Income instruments and market structures, including bond valuation and credit analysis (or closely related investment principles).
• Relevant professional experience or education involving Mainland China’s financial markets, or professional experience involving Spain’s financial markets.
• Strong analytical and research skills, including the ability to interpret financial data and technical investment information.
• Ability to evaluate financial reasoning, identify inaccuracies, and explain technical findings.
• Strong written English communication skills (all tasks and evaluations are conducted in English).
• Comfort using spreadsheets, financial research tools, digital documentation, and web-based applications.
• Ability to work independently, follow detailed project instructions, and consistently meet quality standards.
• Must meet the geographic eligibility requirements for the applicable market.

Market-Specific Expertise & Location Requirements

1) Mainland China – Fixed Income

• Candidates should have relevant professional experience or education involving Mainland China’s financial markets, particularly Fixed Income or debt-related financial activities.
• Location requirement: Candidates must currently reside outside Mainland China, specifically in:
  • Singapore, Taiwan, Hong Kong, Malaysia, the United Kingdom, or the United States.

2) Spain – Fixed Income

• Candidates should have relevant professional experience involving Spain’s financial markets, particularly Fixed Income, debt securities, or related investment activities.
• Location requirement: Candidates must currently reside in:
  • Europe or the United States.

Fixed Income Specializations

Candidates do not need experience in every specialization listed, but must demonstrate relevant Fixed Income knowledge and the ability to evaluate technical financial information. Areas may include:

• Government & Sovereign Debt
• Corporate Bonds & Debt Securities
• Bond Pricing & Valuation
• Credit & Risk Analysis
• Fixed Income Investment Research
• Fixed Income Portfolio Management
• Interest Rates & Monetary Policy
• Debt Capital Markets & Financial Institutions
• Fixed Income Regulatory Practices

Preferred Qualifications

• Bachelor’s degree or higher in Finance, Economics, Accounting, Business Administration, or a related field.
• Experience working in investment banking, asset management, treasury, capital markets, fixed income research, or financial consulting.
• Familiarity with government bonds, corporate debt, credit markets, and fixed income valuation.
• Professional credentials such as CFA, FRM, or equivalent.
• Experience reviewing investment research, financial reports, market data, or analytical models.
• Familiarity with Mainland Chinese or Spanish financial regulations and market practices.
• Experience with international financial markets or cross-border investment activities.
• Experience in financial quality assurance, data validation, AI evaluation, or financial technology.
• Retired financial professionals with relevant Fixed Income experience are encouraged to apply.
• Prior AI evaluation experience is beneficial but not required.

Compensation & Project Structure

• Engagement type: Freelance / Independent Contractor
• Work arrangement: Fully remote
• Project type: Short-Term AI Evaluation Pilot
• Estimated workload: Approximately 36 total hours
• Compensation: Proposed $18–$45 USD/hour, based on location and qualifications
• Language: English
• Schedule: Based on project requirements and candidate availability

Compensation ranges are preliminary and subject to final client approval. Assignments will be offered according to project needs; workloads may vary, and consistent hours, minimum assignments, or ongoing work are not guaranteed. Specific project timelines, onboarding requirements, and additional details will be communicated as they are confirmed.