Investment Banking SME - AI Evaluation
Job Description: We are seeking multiple Investment Banking Subject Matter Experts to help design, evaluate, and improve AI-driven financial workflows across Investment Banking. You’ll define real-world processes, create rigorous evaluations, curate data, and partner with AI/product teams to boost LLM accuracy and relevance. • To Note: This is for an immediate project need. Project is approved for 3-months initially, with possibility to extend based on project/client demands. Responsibilities: • Collaborate with AI/engineering to define common research workflows (e.g., M&A analysis, valuation, portfolio construction). • Create evaluations/test cases with clear inputs, expected outputs, and success criteria. • Design capability assessments for LLMs (data extraction, financial statements, market trends, risk). • Guide data curation/annotation of high-quality financial content. • Provide feedback and iterate with product to improve model performance. Requirements: • 5+ years practical experience in Investment Banking (M&A, capital markets, or corporate finance). • Strong analytical/critical thinking to structure complex processes. • Excellent communication; can explain finance to non-finance audiences. • Technical acumen: basics of AI/ML or working with technical teams a plus. • Meticulous attention to detail for accurate, robust evaluation criteria. Apply tot his job