Behavioral Finance Expert
Job Description
The opportunity
IXO is seeking behavioral-finance specialists to evaluate how AI explains financial decisions made under uncertainty. The role focuses on the quality of the evidence and the decision process, including where an apparent bias has a reasonable alternative explanation.
What you will work on
• Write scenarios illustrating cognitive biases and heuristics in saving, investing and responses to gains or losses, using clear and limited assumptions.
• Review AI explanations of investor behavior for overgeneralization, unsupported psychological claims and confusion between a pattern and its cause.
• Compare alternative ways of presenting a financial choice, explaining how framing or defaults might influence understanding and behavior.
• Create counterexamples that test whether a model can distinguish a behavioral explanation from differences in goals, constraints or information.
• Evaluate suggested communications for clarity, balance and respect for the person making the decision, rather than exploiting a predicted vulnerability.
Relevant experience and qualifications
• Highlight relevant research or applied experience with behavioral finance, investor psychology, cognitive biases or decision architecture.
• Describe your approach to evaluating evidence, identifying alternative explanations and communicating the limits of a behavioral conclusion.
• Share examples of explaining complex behavior in plain language, including the limits of what an observed pattern can establish.
Deliverables
Realistic decision scenarios, reference explanations, comparisons of alternative presentations and scoring notes for AI responses. Each example should show the behavioral mechanism under discussion and explain what evidence would support or weaken the interpretation. Materials are for research and evaluation rather than individualized financial advice.
Engagement and pay
This is remote, paid expert work for AI training and evaluation. The advertised rate is $70 – $120/hr USD. Your agreed rate, assignment scope, schedule and expected workload will be confirmed before work begins. Use public, synthetic or explicitly authorized materials; do not submit confidential employer or client information.