Freelance US Finance Taxonomy Expert

Overview

Freelance US Finance Taxonomy Expert

This is a freelance, paid, project-based opportunity for a finance professional to help define and develop structured taxonomies across finance domains to support AI training and evaluation. Work is flexible and remote.

Responsibilities

• Define and develop structured taxonomies across finance domains (such as M&A, equity valuation, portfolio construction, and corporate finance)
• Create classification frameworks, hierarchical structures, and standardized financial terminology to support AI training and evaluation
• Develop taxonomy guidelines and classification criteria to ensure consistency, accuracy, and relevance across financial datasets
• Review, categorize, and annotate financial content, including financial statements, research reports, investment documents, and market-related information
• Identify relationships, overlaps, gaps, and inconsistencies within financial taxonomies and recommend improvements
• Guide data curation and annotation efforts to ensure access to high-quality, structured financial content
• Provide feedback to improve AI performance, accuracy, and relevance for finance-specific taxonomy and classification tasks

Requirements

• 10+ 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)
  • Financial taxonomy, data classification, financial data management, or related domains
• Strong analytical skills to translate complex financial concepts into clear, structured taxonomies and classification frameworks
• Excellent communication skills for conveying complex concepts and developing clear taxonomy guidelines
• Attention to detail in building accurate, consistent, and reliable classification systems

Preferred Qualifications

• Familiarity with AI, machine learning, data annotation, or collaboration with technical teams is a plus

Compensation & Benefits

• Hourly rates
• Freelance / Independent contractor

Location

• US-based candidates only.

• Note: Candidates from California cannot be accepted.