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

Overview

This is a fully remote, freelance/independent contractor role for a short-term AI evaluation pilot focused on Fixed Income content related to Mainland China and Spain.

The engagement involves reviewing and evaluating AI-generated financial outputs for accuracy, technical correctness, financial reasoning, and overall quality. No previous AI evaluation experience is required—Fixed Income subject matter expertise is the primary requirement.

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.
• Verify financial information by validating financial data, market terminology, investment concepts, and analytical findings using reliable financial references.
• Identify errors and inconsistencies, such as incorrect calculations, unsupported assumptions, misleading interpretations, or missing financial considerations.
• Apply market-specific knowledge to assess outputs against the market structures, investment practices, and regulatory environments of Mainland China or Spain.
• Evaluate completed work against project-specific guidelines, evaluation criteria, and quality standards.
• Provide structured feedback: document findings, clearly explain identified issues, and recommend corrections supported by financial evidence.
• Complete assigned independent evaluations using 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 and market structures, including bond valuation and/or credit analysis.
• 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 (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 Expertise & Eligibility

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.
• Relevant expertise may include:
  • Chinese government bonds, corporate bonds, or other debt securities
  • Mainland China’s banking and interbank bond markets
  • Bond valuation, interest rates, credit analysis, or debt market research
  • Fixed Income investment research, portfolio analysis, or financial reporting
  • Financial regulations and investment practices relevant to Mainland China
  • Interpretation and validation of Chinese financial market information

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.
• Relevant expertise may include:
  • Spanish government bonds, sovereign debt, or corporate debt securities
  • Spanish and European Fixed Income markets
  • Bond pricing, yield analysis, credit risk, or interest rate movements
  • Fixed Income investment research, portfolio analysis, or financial reporting
  • Spanish and applicable European Union financial regulations
  • Interpretation and validation of Spanish financial market information

Location requirement: Candidates must currently reside in Europe or the United States.

Fixed Income Specializations (Examples)

Candidates do not need experience in every listed specialization, but should demonstrate relevant Fixed Income knowledge and the ability to evaluate technical financial information in general.

• Government & Sovereign Debt
• Corporate Bonds & Debt Securities
• Bond Pricing & Valuation (yields, yield curves, duration, interest rate sensitivity)
• Credit & Risk Analysis (credit ratings, default risk, fixed income risk assessment)
• 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 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 & 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; 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.

Location

Fully remote. Geographic eligibility depends on market track:

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