Finance Subject Matter Expert (SME) - Reopened

Finance Domain Expert

Role Overview

As a Finance Domain Expert, you will collaborate with AI and engineering teams to improve the performance of financial AI models by defining workflows, creating evaluations, curating data, and providing domain-specific insights.

Key Responsibilities

• Workflow Definition: Identify and document common finance workflows such as M&A analysis, company valuation, portfolio construction, and investment research.

• Evaluation Design: Develop test cases, evaluation criteria, and success metrics for AI-generated outputs.

• Capability Assessment: Assess AI performance across financial tasks, including:

  • Financial statement analysis
  • Data extraction
  • Market research and trend analysis
  • Risk assessment
  • Valuation modeling

• Data Curation & Annotation: Guide the selection and annotation of high-quality financial datasets for AI training and fine-tuning.

• Feedback & Improvement: Provide ongoing feedback to enhance model accuracy, relevance, and usability.

Key Requirements

Experience

• 12+ years of professional experience in one or more of the following areas:

  • Investment Banking
  • Private Equity
  • Asset Management
  • Equity Research

• Open to Entry-Level, Mid-Level, and Executive-Level professionals with strong domain expertise.

Skills

• Strong analytical and critical-thinking abilities.

• Excellent written and verbal communication skills.

• Ability to simplify complex financial concepts.

• Attention to detail and commitment to quality.

• Experience with AI/LLM-based financial applications is preferred.

• Knowledge of:

  • Prompt Engineering
  • Data Annotation
  • Evaluation Rubrics
  • AI Model Testing & Validation

Domain-Specific Workflows

Private Equity – Market & Commercial Diligence

Analyze market size, competitive landscape, growth drivers, customer insights, and investment theses using public filings, industry databases, expert interviews, and market research.

Asset Management – Earnings Analysis & Quarterly Updates

Review quarterly earnings, benchmark performance against expectations, update financial models, and assess investment implications.

Investment Banking – Market & Competitive Research

Conduct industry analysis, competitor benchmarking, market sizing, and strategic positioning using filings, research reports, investor presentations, and market intelligence.

Equity Research – Investment Thesis Development

Build and refine buy/hold/sell recommendations through financial modeling, valuation analysis, industry research, earnings reviews, and market monitoring.

Core Financial Workflows

• Discounted Cash Flow (DCF) Analysis
• Leveraged Buyout (LBO) Modeling
• Mergers & Acquisitions (M&A) Modeling
• Comparable Company Analysis
• Precedent Transaction Analysis
• Financial Forecasting & Scenario Modeling
• Valuation & Investment Research
• Portfolio Analysis & Risk Assessment

Engagement Type: Finance SME for AI Model Training, Evaluation, Data Annotation, and Workflow Validation.

Screening & Qualification Details

• Berribot AI Interview (Assigned, Completed, Not responding, Link not received, Issue)
• AI Berribot Assessment Result (Pass, Fail)
• Client Interview result (Pass, Fail)