Freelance Senior Finance Expert

Overview

This freelance, paid, project-based opportunity invites experienced finance professionals to collaborate on a client project at the forefront of Generative AI in finance. The role is flexible, remote, and designed for experts who want to contribute their knowledge while influencing the future of financial applications in AI.

Responsibilities

As a Finance Domain Expert working within AI development, you will:

• Define real-world, research-driven financial workflows such as M&A analysis, valuation, and portfolio construction, translating them into structured large language model (LLM) evaluation workflows.
• Design rigorous evaluations, rubrics, and preference-ranking frameworks with clear inputs, expected outputs, and success criteria.
• Assess LLM performance on complex financial tasks including financial modeling, data extraction, statement analysis, market interpretation, and risk assessment.
• Conduct detailed error and quality analysis to identify failure modes, loss patterns, and quality trends, providing insights for model improvement or fine-tuning.
• Guide the creation of evaluation datasets, annotation workflows, and human-in-the-loop processes (e.g., reinforcement learning from human feedback), collaborating closely with product and engineering teams.

Project Details

• Location: Remote (must be based in the United States)
• Compensation: Task-based pay model with competitive rates per completed task, reflecting complexity and experience
• Employment Type: Freelance / Independent contractor
• Rate: $120 per hour

Key Requirements

• Proven domain expertise with 12+ years of hands-on experience in Investment Banking, Private Equity, Asset Management, or Equity Research.
• Direct experience with LLM evaluation (non-negotiable), demonstrated in at least 3–4 of the following areas:
  • Hands-on involvement in LLM projects
  • Model evaluation, preference ranking, or rubric design
  • Development of evaluation datasets and annotation workflows
  • Error analysis, failure mode identification, and quality trend tracking
  • Integration of feedback loops into model improvement or fine-tuning
  • Human-in-the-loop processes, reinforcement learning from human feedback, or preference optimization
  • Embedding financial modeling within LLM evaluations
• Strong analytical skills to decompose complex financial reasoning into measurable and testable steps.
• Excellent communication skills to clearly explain nuanced financial judgments to both non-finance and technical audiences.
• Technical acumen to collaborate effectively with AI and engineering teams, with an understanding of LLM failure modes.
• High attention to detail ensuring accuracy, consistency, and quality in evaluations.

Impact

This role offers the opportunity to directly influence how Generative AI is applied in finance, improving workflows and decision-making processes across investment banking, asset management, private equity, and equity research. Contributions will help develop AI tools that meet the rigorous standards expected in the financial industry globally.