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

Overview

This role is a remote, freelance opportunity for experienced Fixed Income Subject Matter Experts (SMEs) to support a short-term AI evaluation pilot focused on the financial markets of Mainland China and Spain.

The project involves reviewing and validating AI-generated financial outputs for accuracy, completeness, and quality—using your fixed income and market expertise. Previous AI evaluation experience is not required.

Responsibilities

As a Finance – Fixed Income SME – AI Evaluator, you will:

• Evaluate financial content: Review AI-generated Fixed Income information, bond market analyses, investment explanations, and related financial 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, missing financial considerations, and other issues.
• Apply market-specific knowledge: Evaluate content against the market structures, investment practices, and regulatory environments of Mainland China or Spain.
• Review output quality: Assess completed work against project-specific guidelines, evaluation criteria, and established quality standards.
• Provide structured feedback: Document findings, clearly explain identified issues, and recommend appropriate corrections supported by financial evidence.
• Complete independent evaluations: Perform assigned reviews through designated online platforms while maintaining accuracy, confidentiality, and established deadlines.

Required Qualifications

• 3–5 years of professional experience in Fixed Income, bond markets, debt securities, debt capital markets, investment research, or a closely related financial specialization.
• Demonstrated knowledge of Fixed Income instruments, market structures, bond valuation, credit analysis, or 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 project tasks and evaluations will be conducted in English.
• Comfortable 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 applicable geographic eligibility requirements below.

Location / Geographic Eligibility

Mainland China – Fixed Income

Candidates must currently reside outside Mainland China, specifically in Singapore, Taiwan, Hong Kong, Malaysia, the United Kingdom, or the United States.

Spain – Fixed Income

Candidates must currently reside in Europe or the United States.

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 qualifications.
• 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 & Benefits

• 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, depending on location and qualifications (compensation ranges are preliminary and subject to final client approval)
• Language: English
• Schedule: Based on project requirements and candidate availability

Assignments will be offered according to project needs. Workloads may vary, and consistent hours, minimum assignments, or ongoing work are not guaranteed.

Location

Fully remote. Geographic eligibility depends on the market focus:

• Mainland China: must reside in Singapore, Taiwan, Hong Kong, Malaysia, the United Kingdom, or the United States.
• Spain: must reside in Europe or the United States.