Financial AI Workflow Evaluation Specialist
Job Description
Demonstrate how AI tools are used in financial research and deal work, and assess where they improve or weaken the analysis.
What you will do
• Create example workflows, analyses and reports using AI tools used by banking and research professionals.
• Evaluate the accuracy and practical usefulness of generated research, models and valuation work.
• Explain how you use AI for data collection, modeling and analysis, including its limitations.
• Compare established workflows with AI-assisted methods and document the benefits and problems.
• Communicate adoption practices and actionable feedback in writing and discussion.
Preferred background
• Substantial experience in investment banking, equity research, corporate finance, asset management or related deal-oriented analysis.
• Recent day-to-day analyst, associate or vice-president responsibilities in research, modeling or transaction work.
• Hands-on use of tools such as Rogo, Hebbia, Model ML or Claude for Financial Services.
• Ability to explain team adoption, technical findings and process improvements clearly.
• Interest in developments in financial technology.
Pay and engagement
$158–$231/hour
Amounts are in USD.
Your hourly rate and scope are agreed before work begins.