Freelance Finance Professional

Overview

Freelance Finance Professional

This is a freelance, paid, project-based opportunity to collaborate on a client project involving Generative AI in finance. Work is flexible and remote.

Responsibilities

• Define research-based workflows in your area of expertise (e.g., M&A deal analysis, equity valuation, portfolio construction).
• Create evaluations and test cases to assess completion of these workflows, including inputs, outputs, and success criteria.
• Design assessments to evaluate Generative AI’s capability in tasks such as financial statement analysis, market trend identification, and risk assessment.
• Support a curation and annotation effort to ensure access to high-quality financial content.
• Provide feedback to improve AI performance, accuracy, and relevance for finance-specific tasks.

Project Details

• Location: US-based candidates only. Candidates from California cannot be accepted.
• Payout structure: Task-based pay model, with competitive rates per completed task determined by the complexity and required experience.
• Type: Freelance / Independent contractor.

Requirements

• 12+ years of professional experience in one or more of the following:
  • Investment Banking (M&A, capital markets, corporate finance)
  • Private Equity (deal sourcing, due diligence, portfolio management)
  • Asset Management (portfolio management, investment strategy, quantitative analysis)
  • Equity Research (company analysis, financial modeling, report writing)
• Strong analytical skills to translate complex financial processes into clear, measurable steps.
• Excellent communication skills for conveying complex concepts to different audiences.
• Strong attention to detail when building accurate, reliable evaluation criteria.

Preferred Qualifications

• Familiarity with AI and machine learning, or experience collaborating with technical teams.

Compensation & Benefits

• Task-based pay model with competitive rates per completed task based on complexity and required experience.

Location

• US-based candidates only (California candidates cannot be accepted).
• Remote / flexible work arrangement.