Finance Domain Expert (Agentic AI)

Aceolution; United States; On-site; USD 150,000 - 210,000; Full time

Job summary

Aceolution Inc. seeks a Finance Domain Expert to bridge deep financial knowledge with AI/LLM capabilities. You will define workflows, build evaluation schemes, and assess LLM performance on finance tasks such as data extraction and market analysis.

Collaboration with AI researchers and engineering teams is essential. Ideal candidates bring 12+ years in investment banking or equity research, strong analytical and communication skills, and a proactive approach to data curation and annotation.

Qualifications

• Minimum 12+ years of hands-on experience in investment banking, equity research, or related finance domains.
• Strong analytical ability to break down complex financial processes into structured components.
• Excellent written and verbal communication with non-finance stakeholders.
• Basic understanding of AI/ML and collaboration with technical teams is a plus.

Responsibilities

• Define research-based workflows in collaboration with AI researchers and engineering teams.
• Design and develop evaluation frameworks with inputs, outputs, and success criteria.
• Create assessments that evaluate the LLM’s ability to handle financial tasks such as data extraction and market analysis.
• Provide guidance on data curation and annotation of high-quality financial datasets.
• Deliver actionable feedback to improve LLM performance, accuracy, and relevance for financial use cases.

Skills

Domain expertise

Investment banking

Equity research

Financial modeling

Analytical skills

Communication

Cross-functional collaboration

AI collaboration

Job description

As a Finance Domain Expert, you will play a pivotal role in bridging financial expertise with advanced AI/LLM capabilities. Your responsibilities will include:

• Workflow Definition: Collaborate with AI researchers and engineering teams to define the most common research-based workflows in your domain (e.g., M&A deal analysis in Investment Banking, company valuation in Equity Research, or portfolio construction in Asset Management).
• Evaluation Creation: Design and develop comprehensive evaluation frameworks and test cases to measure workflow completion. This includes specifying inputs, expected outputs, and establishing clear success criteria.
• Capability Assessment: Create assessments that evaluate the LLM’s ability to handle complex financial tasks such as data extraction, financial statement analysis, market trend identification, and risk assessment.
• Data Curation & Annotation: Provide guidance in identifying, curating, and annotating high-quality financial datasets and content to support LLM training and fine-tuning.
• Feedback & Iteration: Partner with product and engineering teams to deliver actionable feedback on LLM performance, recommending improvements to enhance accuracy, reliability, and relevance for financial use cases.

Key Requirements

• Domain Expertise: Minimum 12+ years of professional, hands-on experience in one or more of the following fields:
• Investment Banking: M&A, capital markets, or corporate finance.
• Equity Research: Company analysis, financial modeling, report writing.
• Experience Levels: Open to entry-level, mid-level, and executive professionals with proven track records of excellence in their respective domains.
• Analytical Skills: Strong ability to break down complex financial processes into structured, measurable components.
• Communication: Exceptional written and verbal communication skills with the ability to explain complex financial concepts to non-finance stakeholders.
• Technical Acumen: Basic understanding of AI, machine learning, or prior experience collaborating with technical teams is a significant advantage.