Investment Specialist

Agency; United States; Remote; USD 90,000 - 130,000; Full time

Job summary

Agency is seeking a research-focused professional to guide the development of training data for LLMs analyzing financial markets. You will design prompts, assess investment reasoning, and help build robust evaluation methods.

Work will focus on ensuring accuracy in equity and fixed income analysis, documenting reasoning steps, and providing actionable feedback to improve model performance in asset allocation tasks.

Qualifications

• Familiarity with equity and fixed-income markets, portfolio management, or asset allocation.
• Knowledge of derivatives, valuation methods, financial modeling, or risk management.
• Understanding of macroeconomic influences on markets and behavioral finance.
• Ability to provide clear, metacognitive communication by explicitly articulating reasoning processes.

Responsibilities

• Engage LLMs with investment scenarios and market-based questions.
• Verify factual and financial logic in model outputs.
• Assess validity of investment reasoning and capture error traces.
• Provide structured feedback to improve prompts, evaluation frameworks, and depth.
• Identify oversimplifications in market behavior and data misinterpretations.

Skills

Equities and Fixed Income Markets

Portfolio Management / Asset Alloc.

Derivatives, Valuation, Modeling

Macroeconomics / Behavioral Finance

Metacognitive Reasoning

Education

Finance, Economics, or related field

Job description

Responsibilities

• Engage large language models with investment scenarios, analytical questions, and market-based reasoning tasks
• Verify factual correctness and financial logic in model outputs
• Assess the validity of investment reasoning and capture reproducible error traces
• Provide structured feedback to improve prompts, evaluation frameworks, and analytical depth
• Identify instances where models oversimplify market behavior or misinterpret financial data

Requirements

• Familiarity with equity and fixed-income markets, portfolio management, or asset allocation
• Knowledge of derivatives, valuation methods, financial modeling, or risk management
• Understanding of macroeconomic influences on markets and behavioral finance
• Ability to provide clear, metacognitive communication by explicitly articulating reasoning processes
• Access to a secure computer and high-speed internet

Preferred Qualifications

• Background in finance, economics, accounting, business, or a related field
• Experience in asset management, brokerage, research, or financial planning

About the Company

This project focuses on developing high-quality training data to help large-scale language models evolve into systems capable of analyzing financial markets and supporting investment decision-making.