Note: The job is a remote job and is open to candidates in USA. CapitexAI is seeking a Banking & Finance Consultant to leverage deep finance and banking expertise to build rigorous evaluation benchmarks for professional document understanding and instruction-following tasks. This role involves authoring complex tasks based on real-world financial documents and ensuring the technical accuracy of the content produced.
Responsibilities
- Author complex, multi-step tasks grounded in real-world financial documents including financial statements, reports, and spreadsheets each mapped to a clearly defined ground truth output
- Design objective evaluation rubrics that assess a model's capacity to reason precisely over structured and unstructured financial data
- Construct tasks spanning document comprehension, quantitative reasoning, and instruction-following across corporate finance, capital markets, and banking contexts
- Integrate web search and code execution scenarios into task design, ensuring outputs are verifiable and reproducible
- Maintain domain authenticity and technical accuracy across all authored content to uphold benchmark integrity
Skills
- Demonstrated hands-on expertise in one or more finance sub-domains: investment analysis, corporate finance, banking and capital markets, financial management, or financial advisory
- Ability to identify and encode expert-level reasoning patterns into structured, evaluable task formats
- Strong command of financial statements, valuation methodologies, and analytical frameworks used in professional practice
- Experience interpreting and working with complex financial models, reports, and data-heavy documents
- Capacity to define ground truth outputs with precision leaving no ambiguity in expected results or evaluation criteria
- Comfortable operating as an independent contractor with self-directed workflow and weekly deliverables
- Familiarity with structured data environments, spreadsheet-based financial modeling, or quantitative finance workflows
- Prior exposure to content creation, technical writing, or instructional design within a finance context
- Comfort working with automation tools or code execution environments to validate task outputs
Benefits
- Work is fully independent, schedule-flexible
- Remote
Company Overview
CapitexAI is a talent network that connects professionals with remote opportunities across finance, quantitative research, and analytics. It was founded in undefined, and is headquartered in , with a workforce of 2-10 employees. Its website is https://www.capitexai.com.