Senior Finance, AI Evaluation Specialist

Jobtailor; Deutschland; Remote; EUR 103.000 - 155.000; Vollzeit

Zusammenfassung

Jobtailor is seeking a senior finance professional to guide AI-based financial evaluation and instruction design. You will lead analyses in valuation, corporate finance, and investment decisions, while shaping scoring rubrics for AI outputs.

The role requires substantial finance experience, leadership, and the ability to assess complex scenarios with practical judgment and industry-standard practices.

Qualifikationen

• Requires senior-level finance expertise with track record in investment banking, asset management, corporate finance or financial advisory.
• Experience evaluating AI/LLM outputs using structured rubrics or scoring criteria is required.
• Strong financial judgment and ability to assess complex analytical and commercial decisions is essential.

Aufgaben

• Lead guide research and engineering teams on financial analysis, valuation, and capital allocation.
• Develop and refine evaluation rubrics and scoring criteria for AI-generated financial outputs.
• Assess correctness, reasoning quality, and practicality of investment analyses and transactions.
• Collaborate with product, analytics, and data science teams to ensure consistent evaluation standards.

Kenntnisse

Investment Banking Expertise

Financial Analysis

AI Evaluation Experience

Strong Financial Judgment

Structured Scoring Rubrics

Ausbildung

CFA Certification

CPA Certification

CA Certification

Tools

AI Quality Assurance

Model Training

Human-Feedback Workflows

Jobbeschreibung

• Guide research and engineering teams on financial analysis, valuation, investment decisions, capital allocation, and corporate finance
• Identify gaps in model understanding across financial statements, transactions, markets, forecasting, and strategic decision-making
• Apply practical financial judgment to complex scenarios involving companies, investors, transactions, and commercial objectives
• Ensure finance tasks reflect realistic professional decisions and established industry practices
• Design challenging, domain-relevant tasks grounded in real financial practice
• Write accurate, well-reasoned solutions covering investment banking, asset management, corporate finance, and financial advisory scenarios
• Develop problems requiring quantitative analysis, commercial judgment, interpretation of financial information, and evaluation of trade-offs
• Ensure tasks are clear, internally consistent, and suitable for structured assessment
• Evaluate AI-generated finance responses against established rubrics and scoring criteria
• Assess correctness, financial judgment, reasoning quality, relevance, and practical applicability
• Compare alternative outputs and determine which response provides the stronger financial analysis
• Identify calculation errors, unsupported assumptions, weak financial logic, and incomplete conclusions
• Provide clear written feedback to support improvements in model behaviour
• Develop and refine evaluation guidelines for financial analysis and decision‑making tasks
• Define scoring criteria covering technical accuracy, professional judgment, reasoning, and conclusion quality
• Participate in calibration activities with other finance specialists
• Collaborate across teams to maintain consistency and accuracy throughout the training data
• Complete onboarding, specialty calibration, task development, and ongoing quality review

Requirements

• US-based; candidates must be based in the United States
• At least 8 years of dedicated professional experience in finance
• Senior-level expertise in investment banking, asset management, corporate finance, financial advisory, or a related area
• Experience working within a recognised financial institution, investment firm, professional‑services organisation, or comparable company
• Prior hands‑on experience evaluating LLM or AI‑generated outputs using structured rubrics or scoring criteria
• Demonstrable career progression into vice president, director, senior manager, or comparable leadership responsibilities
• Strong financial judgment and ability to assess complex analytical and commercial decisions
• Excellent written and verbal communication skills
• Reliable availability for at least 35 hours per week during weekdays
• Prior experience evaluating AI or LLM outputs against structured rubrics is required
• Applicants should clearly describe relevant AI evaluation experience in their application
• A degree in finance, economics, accounting, business administration, mathematics, or a related field is highly relevant
• Graduate‑level education in finance, economics, business, or management may be helpful
• Equivalent senior professional experience in financial analysis, transactions, or investment management may also be considered
• Professional credentials such as CFA, CPA, CA, or comparable qualifications may be valuable
• Experience with valuation, financial modelling, mergers and acquisitions, capital markets, or portfolio analysis
• Background in transaction advisory, private equity, equity research, strategic finance, or investment management
• Experience creating structured scoring rubrics, evaluation guidelines, or quality frameworks
• Familiarity with model training, human‑feedback workflows, annotation, or AI quality assurance
• Strong understanding of financial statements, forecasting, risk, capital structure, and investment analysis
• Experience reviewing financial models, investment recommendations, transaction materials, or strategic finance proposals
• Previous collaboration with product, analytics, research engineering, or data‑science teams
• Immediate availability is preferred

Core Competencies

Demonstrates extensive expertise in financial analysis, investment banking, and corporate finance, with a strong ability to evaluate AI‑generated outputs and develop structured scoring rubrics. Possesses excellent communication skills and a solid understanding of financial statements and strategic decision‑making.

Highest-signal resume keywords

• Investment Banking Expertise
• Financial Analysis
• AI Evaluation Experience
• Strong Financial Judgment
• Structured Scoring Rubrics

Hard Skills

• Financial Analysis
• Valuation
• Financial Modelling
• Mergers and Acquisitions
• Capital Markets
• Portfolio Analysis
• Investment Recommendations
• Transaction Materials Review
• Forecasting
• Risk Assessment

Soft Skills

• Excellent Written Communication
• Excellent Verbal Communication
• Collaboration
• Analytical Thinking
• Problem Solving

Certifications & Qualifications

• CFA
• CPA
• CA

Industry Keywords

• Corporate Finance
• Financial Advisory
• Asset Management
• Transaction Advisory
• Private Equity
• Equity Research
• Strategic Finance
• Investment Management
• Financial Institutions
• Professional Services

Tools & Technologies

• AI Quality Assurance
• Model Training
• Human-Feedback Workflows