[Remote] Banking & Finance Consultant | Remote

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.ResponsibilitiesAuthor complex, multi-step tasks grounded in real-world financial documents including financial statements, reports, and spreadsheets each mapped to a clearly defined ground truth outputDesign objective evaluation rubrics that assess a model's capacity to reason precisely over structured and unstructured financial dataConstruct tasks spanning document comprehension, quantitative reasoning, and instruction-following across corporate finance, capital markets, and banking contextsIntegrate web search and code execution scenarios into task design, ensuring outputs are verifiable and reproducibleMaintain domain authenticity and technical accuracy across all authored content to uphold benchmark integritySkillsDemonstrated hands-on expertise in one or more finance sub-domains: investment analysis, corporate finance, banking and capital markets, financial management, or financial advisoryAbility to identify and encode expert-level reasoning patterns into structured, evaluable task formatsStrong command of financial statements, valuation methodologies, and analytical frameworks used in professional practiceExperience interpreting and working with complex financial models, reports, and data-heavy documentsCapacity to define ground truth outputs with precision leaving no ambiguity in expected results or evaluation criteriaComfortable operating as an independent contractor with self-directed workflow and weekly deliverablesFamiliarity with structured data environments, spreadsheet-based financial modeling, or quantitative finance workflowsPrior exposure to content creation, technical writing, or instructional design within a finance contextComfort working with automation tools or code execution environments to validate task outputsBenefitsWork is fully independent, schedule-flexibleRemoteCompany OverviewCapitexAI 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.