Finance Domain Expert (Subject Matter Expert)

Work Location: Remote, within the US

Engagement Model: Freelancer / Independent Contractor

Start Date: ASAP

Qualification Requirements: Successful completion of a role-specific written assessment and a background check.

Finance Domain Expert (Subject Matter Expert)

DataForce by TransPerfect is seeking experienced Finance Domain Experts specializing in Asset Management to support a cutting-edge Generative AI project. In this role, you will leverage your expertise in Investment Banking, Equity or Capital Markets, Portfolio Management, and Asset Management to help design workflows, create evaluations, and provide guidance that ensures our AI models deliver accurate, relevant, and high-quality results in financial tasks.

Main Responsibilities:

• Workflow Definition: Define the most common research and analysis workflows in your area (e.g., M&A deal analysis, company valuation, or portfolio construction).
• Evaluation Creation: Build test cases and evaluation criteria to measure how well the AI completes these workflows.
• Capability Assessment: Assess the model’s ability to handle financial tasks such as statement analysis, data extraction, market trend identification, and risk assessment.
• Data Curation & Annotation: Identify and curate high-quality financial data for training and fine-tuning AI models.
• Feedback & Iteration: Provide feedback on model outputs and suggest improvements to enhance accuracy and usefulness.

Requirements:

• 5+ years of professional experience in one of the following areas: Investment Banking (M&A, capital markets, corporate finance), Private Equity (deal sourcing, due diligence, portfolio management), Asset Management (portfolio management, investment strategy, quantitative analysis), Equity Research (company analysis, financial modeling, report writing).

• Hands-on experience in at least one of the following: prompt engineering or refinement of AI algorithms, rubric and “golden response” development, LLM evaluation/quality frameworks, or AI-driven tools financial analysis and decision‑making.

• Advanced skills in financial software such as Bloomberg and Prophix, along with strong data analytics capabilities for forecasting, budgeting, and reporting.

• Strong analytical skills to break down complex financial processes into measurable steps.

• Excellent communication skills to explain financial concepts to non-experts.

• High attention to detail and accuracy.

DataForce by TransPerfect is part of the TransPerfect family of companies, the world’s largest provider of language and technology solutions for global business, with offices in more than 100 cities worldwide. We offer high-quality data for Human-Machine Interaction to some of the most prestigious technology companies in the world. Our department focuses on gathering, enriching and processing data for Machine Learning in different AI domains. To learn more about DataForce please visit us at https://www.transperfect.com/dataforce

For more information on the TransPerfect Family of Companies, please visit our website at www.transperfect.com