On-Call) Senior Investment Research & Capital Markets Subject Matter Expert

Schedule & Availability

This is a project-based independent contractor opportunity supporting the evaluation of advanced AI models.

As with many AI projects, work is assigned based on client demand. Although we anticipate strong project volume, available work may fluctuate over time. This engagement is best suited for consultants who are comfortable with a dynamic, project-based environment.

Previous experience with AI evaluation, RLHF, prompt engineering, AI annotation, or LLM evaluation is strongly preferred
. Candidates with exceptional finance expertise who are eager to learn structured AI evaluation workflows are also encouraged to apply.

• United States: $55–$60 USD/hour
• Exceptional candidates may be considered for higher compensation based on experience and project requirements.

We are seeking an experienced Senior Investment Research & Capital Markets Subject Matter Expert to support the development, evaluation, and improvement of advanced Artificial Intelligence (AI) models.

This is not a traditional Investment Banking position.

Instead, you will apply your real-world expertise to evaluate complex AI-generated financial analyses, validate technical reasoning, identify inaccuracies, and help improve Large Language Models (LLMs) used within the finance industry.

We are looking for professionals who are recognized as experts within their field—individuals capable of evaluating financial reasoning with the same rigor expected in investment banking, corporate finance, transaction advisory, and institutional finance environments.

Candidates should demonstrate expert-level knowledge in one or more of the following:

• Equity Research
• Fixed Income Research
• Credit Research
• Investment Research
• Asset Management
• Portfolio Management
• Buy-Side
• Sell-Side
• Capital Markets

Strong candidates typically have practical experience with:

• Published research
• Managed investment portfolios
• Presented to investment committees

• Evaluate AI-generated financial analyses for technical accuracy, completeness, and quality of reasoning.
• Identify factual inaccuracies, unsupported assumptions, logical inconsistencies, and calculation errors.
• Review financial models, valuation methodologies, and investment analyses produced by AI.
• Create, review, and refine finance-related prompts, benchmark responses, and evaluation datasets.
• Apply detailed annotation guidelines consistently while maintaining exceptional quality standards.
• Provide structured, actionable feedback that improves AI model performance.
• Collaborate with Project Managers, Quality Assurance teams, and AI Researchers to improve evaluation methodologies.
• Maintain productivity and quality expectations while working independently in a remote environment.

Candidates should possess:

• Significant practical experience in Investment Banking, Corporate Finance, or Transaction Advisory.
• Strong knowledge of U.S. financial markets and corporate finance principles.
• Exceptional analytical and critical thinking skills.
• Advanced financial modeling and valuation capabilities.
• Excellent written English communication skills.
• Ability to independently evaluate complex financial analyses and articulate technical feedback.
• Strong attention to detail and commitment to quality.

One or more of the following is highly desirable:

• CFA (Completed or Candidate)
• CPA
• MBA (Finance)
• Chartered Accountant (CA)

• Investment Banking
• Big Four Transaction Advisory
• Valuation Advisory
• Private Equity
• Venture Capital
• Corporate Development
• Strategic Finance

• Bloomberg Terminal
• Capital IQ
• Fact Set
• Refinitiv
• Pitch Book

Previous experience with any of…