Financial Professional

Aceolution; United States; Remote; USD 152.000 - 289.000; Teilzeit

Zusammenfassung

Aceolution Inc. is seeking a Senior Finance Domain Expert for a remote USA freelance engagement. You will design and optimize Agentic AI workflows for financial research, lead evaluation frameworks, and curate high-quality data for AI training.

The role requires 12+ years in investment banking, PE, asset management, or equity research, plus hands-on prompt engineering and strong numerical accuracy. A graduate finance degree is expected; CFA/CPA credentials are preferred.

Qualifikationen

• 12+ years of experience in investment banking, PE, asset management or equity research.
• Hands-on experience with Agentic AI workflows and prompt engineering.
• Strong numerical and analytical skills with attention to detail.

Aufgaben

• Design and optimize prompts and multi-step Agentic AI workflows for financial research.
• Develop evaluation frameworks, test cases, and scoring rubrics for AI outputs.
• Assess accuracy and reliability of AI-generated financial research.
• Curate and annotate high-quality financial data for AI training and evaluation.
• Review outputs for numerical errors and inconsistent assumptions.
• Collaborate with AI, engineering and product teams to improve models.
• Evaluate DCF, LBO, M&A and forecasting workflows.

Kenntnisse

12+ yrs exp

Financial modeling

Investment research

Agentic AI workflows

Prompt engineering

Data curation

Analytical rigor

Documentation

Ausbildung

Finance graduate degree

CFA/CPA

Jobbeschreibung

Freelance Opportunity: Senior Finance Domain Expert – USA

Location: Remote

Experience: 12+ Years

Employment Type: Freelance / Contract

About the Role

We are seeking an experienced Senior Finance Domain Expert with deep expertise in investment banking, private equity, asset management, or equity research. The ideal candidate will combine strong financial modeling and research skills with hands-on experience in Agentic AI, prompt engineering, and AI evaluation.

You will collaborate with AI, engineering, and product teams to develop, evaluate, and improve AI-powered financial research and analysis workflows.

Key Responsibilities

• Design and optimize prompts and multi-step Agentic AI workflows for financial research and analysis.
• Develop evaluation frameworks, test cases, and objective scoring rubrics for AI-generated financial outputs.
• Assess the accuracy, completeness, and reliability of AI-generated financial research and analysis.
• Curate and annotate high-quality financial data for AI model training and evaluation.
• Review financial outputs for numerical errors, unsupported assumptions, and analytical inconsistencies.
• Collaborate with AI, engineering, and product teams to improve model performance.
• Evaluate DCF, LBO, M&A, comparable company analysis, and financial forecasting workflows.
• Establish repeatable evaluation processes to measure AI task completion and identify improvement opportunities.

Required Qualifications

• 12+ years of professional experience in investment banking, private equity, asset management, or equity research.
• Strong expertise in financial analysis, valuation, financial modeling, and investment research.
• Hands-on experience with Agentic AI workflows is required.
• Strong experience in prompt engineering, rubric design, and AI/LLM-based financial workflows.
• Experience translating complex financial processes into structured workflows with measurable success criteria.
• Knowledge of financial statement analysis, market research, earnings analysis, and risk assessment.
• Experience creating evaluation frameworks and test cases for financial research and data extraction.
• Familiarity with data curation, annotation, and validation for AI model training or evaluation.
• Excellent analytical, critical-thinking, communication, and documentation skills.
• Strong attention to detail and numerical accuracy.

Education & Certifications

• Graduate degree in Finance, preferably with a postgraduate qualification in Finance or a related field.
• CA, CFA, ACCA, or CPA credentials are preferred.
• Equivalent professional finance qualifications and relevant experience will also be considered.