Senior Investment Banking Subject Matter Expert (AI Evaluation) | U.S.

About this role

Schedule & Availability This is a project-based independent contractor opportunity supporting the evaluation of advanced AI models. Current Shift Availability IST: 9:00 AM – 6:00 PM IST PST: 6:00 AM – 3:00 PM PST At this time, the client is seeking consultants who can consistently commit to a full 8-hour shift during one of the schedules above. While you are expected to be available for the full shift, there is flexibility in how those hours are completed. For example, you may work 4 hours, take a break (up to 2 hours), and then complete the remaining 4 hours. 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. AI Evaluation Experience 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. About the Role We are seeking an experienced Investment Banking Subject Matter Expert (SME) 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. Requirements Domain Expertise 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 candidates typically have 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) Key Responsibilities 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. Required Qualifications 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. Preferred Qualifications One or more of the following is highly desirable: Professional Certifications CFA (Completed or Candidate) CPA MBA (Finance) Chartered Accountant (CA) Professional Background Investment Banking Big Four Transaction Advisory Valuation Advisory Private Equity Venture Capital Corporate Development Strategic Finance Financial Platforms Bloomberg Terminal Capital IQ FactSet Refinitiv PitchBook AI Experience Previous experience with any of the following is highly desirable: AI Model Evaluation Reinforcement Learning from Human Feedback (RLHF) Prompt Engineering AI Annotation Large Language Model (LLM) Evaluation AI Quality Assurance Benchmark Dataset Development Candidates without prior AI evaluation experience may still be considered if they possess exceptional domain expertise and strong analytical reasoning. U.S. Market Knowledge Candidates should demonstrate a strong working knowledge of: SEC Filings Public Equities Financial Statements Valuation Methodologies Corporate Earnings Macroeconomic Indicators Investment Analysis Capital Markets Financial Ratios Portfolio Concepts Market Trends What Makes a Strong Candidate Successful candidates are often professionals who have: Led complex financial analyses or valuation engagements. Reviewed or approved the work of other finance professionals. Supported or led high-profile transactions. Presented recommendations to executive leadership, investment committees, or clients. Built financial models used in strategic business decisions. Applied expert judgment to evaluate complex financial scenarios. Trial Gig (Required) As part of the selection process, all shortlisted candidates must successfully complete 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. Please note: Successful completion of the Trial Gig is required before joining the production project. Candidates who meet the required quality standards will receive an offer to join the project and