Financial & Legal Document Analyst

Micro1; India; A distancia; INR 600.000 - 1.200.000; A tiempo parcial

Descripción de la vacante

Cashback24x7 is seeking a Contract Financial & Legal Document Analyst to help train next-generation AI systems. You will source, review, and classify financial and legal documents, shape data taxonomies, and provide actionable feedback to improve automated retrieval systems.

You will ensure accuracy across high-stakes content, maintain detailed source records, and collaborate with client teams to standardize analysis practices in a remote setup.

Formación

• Extensive experience sourcing, reviewing, and classifying financial and legal documentation.
• Deep understanding of public records, regulatory filings, and financial paperwork.
• Exceptional written and verbal communication skills, with an emphasis on clarity and precision.
• Keen analytical abilities and a passion for uncovering subtle discrepancies and compliance issues.
• Expertise in building and applying data taxonomies to complex document sets.
• Strong organizational skills to manage a high volume of technical documents.
• Meticulous attention to detail, ensuring thorough and accurate analysis.

Responsabilidades

• Source, review, and verify open-source financial documents including SEC filings, investor decks, and complex credit agreements.
• Scrutinize documents for minor errors, logical inconsistencies, and subtle compliance issues.
• Create, refine, and implement clear data taxonomies to accurately classify and organize diverse financial and legal documents.
• Evaluate the performance of automated document retrieval systems and pinpoint areas where they miss critical information or fine print.
• Provide detailed written and verbal feedback on system gaps, using your domain expertise to suggest actionable improvements.
• Maintain meticulous records tracking document sources, classification decisions, and analysis outcomes.
• Collaborate with the customer's team to share best practices and ensure analysis consistency across high-stakes legal and financial content.

Conocimientos

Document review

Regulatory filings

Data taxonomy

Quality control

Analytical thinking

Communication

Descripción del empleo

Job Title

Financial & Legal Document Analyst

Job Type

Contractor

Location

Remote

Job Summary

As a Financial & Legal Document Analyst, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input.

Key Responsibilities

• Source, review, and verify open-source financial documents including SEC filings, investor decks, and complex credit agreements.
• Scrutinize documents for minor errors, logical inconsistencies, and subtle compliance issues.
• Create, refine, and implement clear data taxonomies to accurately classify and organize diverse financial and legal documents.
• Evaluate the performance of automated document retrieval systems and pinpoint areas where they miss critical information or fine print.
• Provide detailed written and verbal feedback on system gaps, using your domain expertise to suggest actionable improvements.
• Maintain meticulous records tracking document sources, classification decisions, and analysis outcomes.
• Collaborate with the customer's team to share best practices and ensure analysis consistency across high-stakes legal and financial content.

Required Skills and Qualifications

• Extensive experience sourcing, reviewing, and classifying financial and legal documentation.
• Deep understanding of public records, regulatory filings, and financial paperwork.
• Exceptional written and verbal communication skills, with an emphasis on clarity and precision.
• Keen analytical abilities and a passion for uncovering subtle discrepancies and compliance issues.
• Expertise in building and applying data taxonomies to complex document sets.
• Strong organizational skills to manage a high volume of technical documents.
• Meticulous attention to detail, ensuring thorough and accurate analysis.

Preferred Qualifications

• Background as a Paralegal, Underwriter, Bank Officer, Private Banker, or Tax Auditor.
• Prior experience auditing, navigating, or managing dense compliance or legal records.
• Proven track record of success in document classification or information management within regulated industries.