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

Overview

This role is a remote, freelance/independent contractor opportunity for a Finance – Fixed Income Subject Matter Expert (SME) to support a short-term AI evaluation pilot focused on the financial markets of Mainland China and Spain.

Engagement is project-based with an estimated total workload of approximately 36 hours. Prior AI evaluation experience is not required—Fixed Income expertise and the ability to evaluate technical financial information are the focus.

Responsibilities

• Review AI-generated Fixed Income information, bond market analyses, investment explanations, and related financial content for accuracy, completeness, and relevance.
• Assess financial reasoning, including financial calculations, bond valuations, yield interpretations, credit assessments, and analytical conclusions for technical accuracy.
• Validate financial data, market terminology, investment concepts, and analytical findings using reliable financial references.
• Identify errors and inconsistencies, including incorrect calculations, unsupported assumptions, misleading interpretations, and missing financial considerations.
• Apply market-specific knowledge to assess whether content aligns with market structures, investment practices, and regulatory environments of Mainland China or Spain.
• Evaluate output quality against project-specific guidelines, evaluation criteria, and established quality standards.
• Provide structured feedback by documenting findings, clearly explaining identified issues, and recommending appropriate corrections supported by financial evidence.
• Complete assigned independent evaluations using designated online platforms while maintaining accuracy, confidentiality, and established deadlines.

Requirements

• Approximately 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 and market structures, including bond valuation, credit analysis, or related investment principles.
• Relevant professional experience or education involving:
  • Mainland China’s financial markets, or
  • 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).
• 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 (see Location Requirements below).

Fixed Income specializations (examples)

Candidates may demonstrate experience in one or more of the following areas:

• 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

Candidates are not expected to have experience in every specialization listed, but must demonstrate relevant Fixed Income knowledge and the ability to evaluate technical financial information.

Location Requirements

Choose the market that matches your background and confirm you meet the current residence requirement.

1) 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.

2) 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 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
• Estimated workload: Approximately 36 total hours
• Language: English
• Compensation: Proposed $18–$45 USD/hour, depending on location and qualifications
• Compensation range is preliminary and subject to final client approval.

Project scheduling is based on project requirements and candidate availability. Assignments will be offered according to project needs; 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.

English Language Requirement

All project tasks and evaluations will be conducted in English.