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

Overview

This is a remote, project-based freelance opportunity for a Fixed Income Subject Matter Expert (SME) to support a short-term AI evaluation pilot focused on financial markets in Mainland China and Spain.

Assignments are designed to evaluate AI-generated financial outputs for accuracy, technical soundness, and quality. Previous AI evaluation experience is not required.

Responsibilities

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

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

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 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 are 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 geographic eligibility requirements for the applicable market

Market-Specific Eligibility (Geographic Requirements)

You must currently reside in one of the locations listed below for the corresponding market:

• Mainland China – Fixed Income: Must currently reside outside Mainland China, specifically in Singapore, Taiwan, Hong Kong, Malaysia, the United Kingdom, or the United States
• Spain – Fixed Income: 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
• 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.

Compensation & Benefits

• Engagement type: Freelance / Independent Contractor
• Work arrangement: Fully Remote
• Estimated workload: Approximately 36 total hours
• Compensation: Proposed $18–$45 USD/hour, depending on location, qualifications, and project requirements
• 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; consistent hours, minimum assignments, or ongoing work are not guaranteed.

Location

Fully remote.

Geographic eligibility requirements apply based on the market focus:

• Mainland China – eligible locations: Singapore, Taiwan, Hong Kong, Malaysia, the United Kingdom, or the United States (reside outside Mainland China)
• Spain – eligible locations: Europe or the United States