Synstack Technologies · 1 month ago
Finance Expert – AI Research
United States
Contract
Remote
Senior Level, Lead/Staff
12+ years expSynstack Technologies is a company focused on leveraging AI in the finance domain, and they are seeking a Finance Domain Expert. The role involves collaborating with AI and engineering teams to define workflows, create evaluations, and assess the capabilities of AI models in handling complex financial tasks.
Information Technology & Services
Hiring Manager
Bharath Kathirisetty
Responsibilities
Workflow Definition : Collaborate with our AI and engineering teams to define the most common research-based workflows within your specific domain (e.g., M&A deal analysis in Investment Banking, company valuation in Equity Research, portfolio construction in Asset Management)
Evaluation Creation : Develop and create comprehensive evaluations and test cases to assess the completion of these defined workflows. This involves specifying inputs, expected outputs, and the criteria for success
Capability Assessment : Design evaluations to assess the key capabilities of the LLM in handling complex financial tasks, including data extraction, financial statement analysis, market trend identification, and risk assessment
Data Curation & Annotation : Provide guidance on identifying and curating high-quality financial data and content that is essential for training and fine-tuning the LLM
Feedback & Iteration : Work closely with the product team to provide constructive feedback on the LLM's performance and suggest improvements to enhance its accuracy and relevance
Qualification
Required
12+ years of practical, professional experience in one of the following fields: Investment Banking, Private Equity, Asset Management, Equity Research
Created challenging prompts to test and improve LLM performance, especially in the investor relations or financial domain
Developed rubrics and 'golden responses' to enhance model training quality
Supported refinement of AI algorithms for financial analysis and portfolio management
Advanced skills in financial software such as Bloomberg and Prophix, along with strong data analytics capabilities for forecasting, budgeting, and reporting
Experience using AI tools for financial decision‑making and optimization
Experience with M&A, capital markets, or corporate finance
Experience with deal sourcing, due diligence, and portfolio management
Experience with portfolio management, investment strategy, or quantitative analysis
Experience with company analysis, financial modeling, and report writing
Strong analytical and critical thinking abilities to break down complex financial processes into logical, measurable steps
Excellent communication skills and the ability to articulate complex financial concepts to a non-finance audience
Meticulous attention to detail is crucial for creating accurate and robust evaluation criteria
Preferred
A basic understanding of AI, machine learning, or experience working with technical teams is a significant plus
Company
Synstack Technologies
Synstack Tech | Innovate. Build. Hire. Grow. At Synstack Tech, we bridge the gap between innovative development and smart hiring.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase