Pyramid Consulting, Inc · 2 days ago
Subject Matter Expert/AI Sector Evaluator- Finance/Assets
United States
Contract
Remote
Senior Level, Lead/Staff
$60/hr - $70/hr
12+ years expPyramid Consulting, Inc is a leading IT Services and IT Consulting Industry, and they are seeking a Subject Matter Expert/AI Sector Evaluator for Finance and Assets. The role involves analyzing financial workflows, collaborating with AI teams, and developing evaluations for complex financial tasks.
ConsultingInformation TechnologyLegalProfessional ServicesSoftwareStaffing Agency
Responsibilities
Private Equity | Market & Commercial Diligence
Definition: Deep-dive workflows that size a target’s market, analyze competitive dynamics, test growth drivers, and capture customer / channel insights to support—or challenge—an investment thesis
Data input types: Public filings (10-K/annual reports), industry research databases (PitchBook, CapIQ, Gartner, IB reports), consultant decks, company websites & investor presentations, expert-network call notes/transcripts, press releases, government statistics (e.g., Census, BLS)
Asset Management | Earnings Analysis & Quarter Updates
Definition: Fast-turn workflows that digest a company’s quarterly results, benchmark them against expectations, and refresh internal views or models ahead of—or immediately after—an earnings event
Data input types: Company earnings release, slide deck, SEC 10-Q/8-K, earnings-call transcript, sell-side consensus, management follow-up notes, and models
Investment Banking | Market & Competitive Research
Definition: Sector-intelligence workflows that size an industry, map competitors, highlight secular trends, and position a client (or target) within that landscape so bankers can craft compelling pitches, valuations, and strategic recommendations
Data input types: Public filings & earnings call transcripts (10-K/10-Q/20-F, S-1), industry and equity-research reports, company websites & investor presentations, product review sites, press releases and trade-press coverage, government statistics (Census, BLS), social-media/forums sentiment, expert-network call transcripts
Equity Research | Investment Thesis & Research
Definition: Analytical workflows that develop, update, or challenge an equity investment view—typically a buy/hold/sell thesis—by integrating financial modeling, valuation, and industry analysis to inform real-time or near-term trading decisions
Data input types: Company filings (10-K, 10-Q, earnings releases), valuation multiples (P/E, EV/EBITDA), comp tables, earnings call and investor day transcripts, industry KPIs and macro indicators, analyst consensus, financial news, financial models (DCF, scenario cases), expert and investor relations calls, portfolio exposure data, trading desk commentary
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)
Domains / Workflows
Discounted Cash Flow (DCF) Analysis
Leveraged Buyout (LBO) Modeling
Mergers & Acquisitions (M&A) Modeling
Comparable & Precedent Transaction Analysis
Financial Forecasting
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
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
A basic understanding of AI, machine learning, or experience working with technical teams is a significant plus
Meticulous attention to detail is crucial for creating accurate and robust evaluation criteria
Bachelor's or master's degree in marketing, Business, Communications, or related field
12 years of practical, professional experience in one of the following fields: Investment Banking: Experience with M&A, capital markets, or corporate finance
Private Equity: Experience with deal sourcing, due diligence, and portfolio management
Asset Management: Experience with portfolio management, investment strategy, or quantitative analysis
Equity Research: Experience with company analysis, financial modeling, and report writing
Benefits
Health insurance (medical, dental, vision)
401(k) plan
Paid sick leave (depending on work location)
Company
Pyramid Consulting, Inc
Pyramid Consulting, a global leader in workforce and technology solutions, empowers individuals and organizations to transform and thrive in the most challenging and competitive markets.
5001-10000 employees
H1B Sponsorship
Pyramid Consulting, Inc has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (178)
2024 (112)
2023 (95)
2022 (62)
2021 (50)
2020 (117)
Funding
Current Stage
Late StageLeadership Team
Ramesh Maturu
President and Co-Founder
Manish Kaushik
Chief Financial Officer
Recent News
2025-08-18
Company data provided by crunchbase