Financial Consultant-Gen-AI Job at JobsPassport, Dallas, TX

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  • JobsPassport
  • Dallas, TX

Job Description

This is a remote position.

Role : Financial Consultant- Gen AI

Remote

Contract

Part-Time

Description:

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 identification, 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

Requirements

Key Requirements  

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.  



Job Tags

Contract work, Part time, Remote work,

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