Remote | Senior Finance & AI Evaluation Specialist

We are sharing a specialised full-time consulting opportunity for US-based senior finance professionals with deep experience in investment banking, asset management, corporate finance, financial advisory, and structured evaluation of AI-generated outputs.

This role supports a high-impact generative AI initiative focused on improving how advanced models reason through complex financial problems and real-world decision-making scenarios. Selected professionals will design rigorous finance tasks, evaluate model outputs against structured criteria, develop scoring frameworks, and provide practical feedback grounded in senior-level industry experience.

• Guide research and engineering teams on financial analysis, valuation, investment decisions, capital allocation, and corporate finance
• Identify gaps in model understanding across financial statements, transactions, markets, forecasting, and strategic decision-making
• Apply practical financial judgment to complex scenarios involving companies, investors, transactions, and commercial objectives
• Ensure finance tasks reflect realistic professional decisions and established industry practices

• Design challenging, domain-relevant tasks grounded in real financial practice
• Write accurate, well-reasoned solutions covering investment banking, asset management, corporate finance, and financial advisory scenarios
• Develop problems requiring quantitative analysis, commercial judgment, interpretation of financial information, and evaluation of trade-offs
• Ensure tasks are clear, internally consistent, and suitable for structured assessment

• Evaluate AI-generated finance responses against established rubrics and scoring criteria
• Assess correctness, financial judgment, reasoning quality, relevance, and practical applicability
• Compare alternative outputs and determine which response provides the stronger financial analysis
• Identify calculation errors, unsupported assumptions, weak financial logic, and incomplete conclusions
• Provide clear written feedback that supports improvements in model behaviour

• Develop and refine evaluation guidelines for financial analysis and decision-making tasks
• Define scoring criteria covering technical accuracy, professional judgment, reasoning, and conclusion quality
• Participate in calibration activities with other finance specialists
• Collaborate across teams to maintain consistency and accuracy throughout the training data

• At least 8 years of dedicated professional experience in finance
• Senior-level expertise in investment banking, asset management, corporate finance, financial advisory, or a related area
• Experience working within a recognised financial institution, investment firm, professional-services organisation, or comparable company
• Prior hands-on experience evaluating LLM or AI-generated outputs using structured rubrics or scoring criteria
• Demonstrable career progression into vice president, director, senior manager, or comparable leadership responsibilities
• Strong financial judgment and the ability to assess complex analytical and commercial decisions
• Excellent written and verbal communication skills
• Reliable availability for at least 35 hours per week during weekdays

• A degree in finance, economics, accounting, business administration, mathematics, or a related field is highly relevant
• Graduate-level education in finance, economics, business, or management may be helpful
• Equivalent senior professional experience in financial analysis, transactions, or investment management may also be considered
• Professional credentials such as CFA, CPA, CA, or comparable qualifications may be…