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

Overview

This role is a fully remote, freelance, project-based engagement for experienced Fixed Income subject matter experts to support a short-term AI evaluation pilot focused on financial markets in Mainland China and Spain.

Responsibilities focus on reviewing and validating AI-generated financial outputs, with emphasis on accuracy, financial reasoning, and market-specific context. Prior AI evaluation experience is not required.

Responsibilities

• Review AI-generated Fixed Income content (e.g., bond market analyses, investment explanations, and related financial material) for accuracy, completeness, and relevance.
• Assess financial reasoning, including financial calculations, bond valuations, yield interpretations, credit assessments, and analytical conclusions.
• Verify financial information using reliable references, including data accuracy, market terminology, investment concepts, and analytical 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 completed work 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 assigned independent evaluations through designated online platforms while maintaining accuracy, confidentiality, and 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 either:
  • 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 Eligibility below).

Location Eligibility (Required)

Mainland China – Fixed Income

Candidates must currently reside outside Mainland China, specifically in:

• Singapore
• Taiwan
• Hong Kong
• Malaysia
• the United Kingdom
• the United States

Spain – Fixed Income

Candidates must currently reside in:

• Europe
• 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 (beneficial).
• Retired financial professionals with relevant Fixed Income experience are encouraged to apply.
• Previous 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
• Language: English
• Proposed compensation: $18–$45 USD/hour (based on location and qualifications)
• 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.

Schedule

• Schedule: Based on project requirements and candidate availability.
• Specific project timelines, onboarding requirements, and additional details will be communicated as they are confirmed.