Responsibilities

As a Finance Domain Expert, you will be responsible for the following key tasks:

Workflow Definition: Collaborate with our AI and engineering teams to define the most common research-based workflows within your specific domain (e.g., M&A deal analysis in Investment Banking, company valuation in Equity Research, portfolio construction in Asset Management).
Evaluation Creation: Develop and create comprehensive evaluations and test cases to assess the completion of these defined workflows. This involves specifying inputs, expected outputs, and the criteria for success.
Capability Assessment: Design evaluations to assess the key capabilities of the LLM in handling complex financial tasks, including data extraction, financial statement analysis, market trend identificat ion, and risk assessment.
Data Curation & Annotation: Provide guidance on identifying and curating high-quality financial data and content that is essential for training and fine-tuning the LLM.
Feedback & Iteration: Work closely with the product team to provide constructive feedback on the LLM's performance and suggest improvements to enhance its accuracy and relevance.

Domain Expertise: 12+ years of practical, professional experience in one of the following fields:
- Investment Banking: Experience with M&A, capital markets, or corporate finance.
- Private Equity: Experience with deal sourcing, due diligence, and portfolio management.
- Asset Management: Experience with portfolio management, investment strategy, or quantitative analysis.
- Equity Research: Experience with company analysis, financial modeling, and report writing.
Experience : Entry level, Mid level and Executive level professionals
Analytical Skills: Strong analytical and critical thinking abilities to break down complex financial processes into logical, measurable steps.
Communication: Excellent communication skills and the ability to articulate complex financial concepts to a non-finance audience.
Technical Acumen : A basic understanding of AI, machine learning, or experience working with technical teams is a significant plus.
Attention to Detail: Meticulous attention to detail is crucial for creating accurate and robust evaluation criteria.

Private Equity | Market & Commercial Diligence

Definition: Deep-dive workflows that size a target’s market, analyze competitive dynamics, test growth drivers, and capture customer / channel insights to support—or challenge—an investment thesis.

Data input types: Public filings (10-K/annual reports), industry research databases (PitchBook, CapIQ, Gartner, IB reports), consultant decks, company websites & investor presentations, expert-network call notes/transcripts, press releases, government statistics (e.g., Census, BLS).

Asset Management | Earnings Analysis & Quarter Updates

Definition: Fast-turn workflows that digest a company’s quarterly results, benchmark them against expectations, and refresh internal views or models ahead of—or immediately after—an earnings event.
Data input types: Company earnings release, slide deck, SEC 10-Q/8-K, earnings-call transcript, sell-side consensus, management follow-up notes, and models.

Investment Banking | Market & Competitive Research

Definition: Sector-intelligence workflows that size an industry, map competitors, highlight secular trends, and position a client (or target) within that landscape so bankers can craft compelling pitches, valuations, and strategic recommendations.

Data input types: Public filings & earnings call transcripts (10-K/10-Q/20-F, S-1), industry and equity-research reports, company websites & investor presentations, product review sites, press releases and trade-press coverage, government statistics (Census, BLS), social-media/forums sentiment, expert-network call transcripts.

Equity Research | Investment Thesis & Research

Definition: Analytical workflows that develop, update, or challenge an equity investment view—typically a buy/hold/sell thesis—by integrating financial modeling, valuation, and industry analysis to inform real-time or near-term trading decisions.
Data input types: Company filings (10-K, 10-Q, earnings releases), valuation multiples (P/E, EV/EBITDA), comp tables, earnings call and investor day transcripts, industry KPIs and macro indicators, analyst consensus, financial news, financial models (DCF, scenario cases), expert and investor relations calls, portfolio exposure data, trading desk commentary.

Domains / Workflows

Finance Experts - AI Data Operations