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

Overview

This is a fully remote, freelance/independent contractor role 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.

The estimated workload is approximately 36 total hours. Work schedules will be based on project requirements and candidate availability.

Responsibilities

• Evaluate financial content generated by AI, including Fixed Income analyses, bond market explanations, investment descriptions, and related financial materials, for accuracy, completeness, and relevance.
• Assess financial reasoning by reviewing calculations, bond valuations, yield interpretations, credit assessments, and analytical conclusions for technical accuracy.
• Verify financial information by validating 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 by assessing content against market structures, investment practices, and regulatory environments of Mainland China or Spain.
• Review output quality against project-specific guidelines, evaluation criteria, and established quality standards.
• Provide structured feedback by clearly documenting findings, explaining identified issues, and recommending appropriate 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
  • 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 section below).

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.

Market-Specific Expertise & Location Eligibility

This role supports two market tracks. Candidates must meet the eligibility requirements for the applicable market.

1) Mainland China – Fixed Income

• Relevant professional experience or education involving Mainland China’s financial markets, particularly Fixed Income or debt-related financial activities.
• 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

• Relevant professional experience involving Spain’s financial markets, particularly Fixed Income, debt securities, or related investment activities.
• Location requirement: Candidates must currently reside in Europe or the United States.

Compensation & Benefits

• Engagement type: Freelance / Independent Contractor
• Work arrangement: Fully Remote
• Language: English
• Estimated workload: Approximately 36 total hours
• Compensation: Proposed $18–$45 USD/hour, based on location and qualifications
• Compensation ranges are preliminary and subject to final client approval.

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

Additional Information

• Project type: Short-Term AI Evaluation Pilot
• Schedule: Based on project requirements and candidate availability
• Specific project timelines, onboarding requirements, and additional details will be communicated as they are confirmed.