Senior Investment Banking Subject Matter Expert (AI Evaluation) | U.S.
$114,400–$124,800 year
RemoteUnited States
Job Summary
Evaluate AI-generated financial analyses for technical accuracy, completeness, and quality of reasoning. Identify factual inaccuracies, unsupported assumptions, logical inconsistencies, and calculation errors within models, valuation methodologies, and investment analyses. Review financial models, create and refine prompts, and benchmark responses using detailed annotation guidelines. Provide structured, actionable feedback to improve Large Language Model performance while collaborating with Project Managers, Quality Assurance teams, and AI Researchers. Maintain productivity and quality standards in a remote environment with ad-hoc, project-based assignments requiring availability starting at 6:00 AM PST. Compensation ranges from $55–$60 USD/hour, with potential for higher rates based on experience. Successful completion of a Trial Gig is required before joining production work.
Required Qualifications
- 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
- Availability beginning at 6:00 AM Pacific Standard Time (PST)
- Candidates must be able to commit to assigned work once projects are released and meet established turnaround times
- Candidates should demonstrate expert-level knowledge in one or more of the following: Investment Banking, Mergers & Acquisitions (M&A), Corporate Finance, Financial Modeling, Business Valuations, Transaction Advisory, Due Diligence, Capital Raising, Leveraged Finance, Private Equity, Venture Capital, Strategic Finance
- Strong knowledge of SEC Filings, Public Equities, Financial Statements, Valuation Methodologies, Corporate Earnings, Macroeconomic Indicators, Investment Analysis, Capital Markets, Financial Ratios, Portfolio Concepts, Market Trends
- Successful completion of a Trial Gig designed to evaluate technical finance expertise, analytical reasoning, written communication, attention to detail, and the ability to assess AI-generated financial responses
Desired Qualifications
- Professional Certifications: CFA (Completed or Candidate), CPA, MBA (Finance), Chartered Accountant (CA)
- Professional Background in Investment Banking, Big Four Transaction Advisory, Valuation Advisory, Private Equity, Venture Capital, Corporate Development, Strategic Finance, Financial Platforms
- Experience with Bloomberg Terminal, Capital IQ, FactSet, Refinitiv, PitchBook
- Previous experience with AI Model Evaluation, Reinforcement Learning from Human Feedback (RLHF), Prompt Engineering, AI Annotation, Large Language Model (LLM) Evaluation, AI Quality Assurance, Benchmark Dataset Development
- Practical experience with Discounted Cash Flow (DCF) Models, Leveraged Buyout (LBO) Models, Comparable Company Analysis, Precedent Transaction Analysis, Three-Statement Financial Modeling, Purchase Price Allocations, Fair Value Analysis, Investment Memorandums, Deal Structuring, Pitch Books, Confidential Information Memorandums (CIMs)
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.