CFA Finance Expert AI Evaluation
You will create and refine technical finance prompts across investment analysis, corporate finance, valuation, and financial reporting. You will evaluate AI-generated outputs, reasoning, and intermediate steps for accuracy, completeness, and quality. You will research and verify financial figures, methods, and claims using authoritative sources; identify errors and gaps; apply project guidelines; flag ambiguity; and provide clear written feedback to improve financial reasoning.
Responsibilities
- Create and refine technical finance prompts across investment analysis, corporate finance, valuation, and financial reporting
- Evaluate AI-generated outputs, reasoning, and intermediate steps for accuracy, completeness, and quality
- Research and verify financial figures, methods, and claims against authoritative sources
- Identify errors, gaps, edge cases, and inconsistencies in AI outputs and explain them clearly
- Apply project guidelines consistently and flag ambiguity or opportunities to improve guidance
- Provide expert written feedback that improves AI financial reasoning
- Maintain accuracy and consistency while working at pace
Requirements
- Hold an accredited CFA certification or license, active or inactive
- Have substantial professional finance experience, such as investment banking, fixed income or equity research, quantitative finance, corporate finance, FP&A, valuation, audit, or assurance
- Demonstrate strong written English and the ability to explain complex financial reasoning clearly
- Demonstrate excellent attention to detail and sound analytical judgment
- Work independently in a remote environment
- Be based in the United States
- Be available to start immediately and work approximately 8 hours per day, including weekends, for 5–10 days