Senior Investment Banking Subject Matter Expert (AI Evaluation) | U.S.

About this role

Employment Type
Project-Based Independent Contractor (Remote)

Schedule
This is an ad-hoc, project-based opportunity. Work is assigned based on client demand and project availability.
Hours are not guaranteed and may vary from week to week.
Candidates must be able to commit to assigned work once projects are released and meet established turnaround times.
Availability beginning at 6:00 AM Pacific Standard Time (PST) is required for project assignments.

Compensation
United States: $55–$60 USD/hour
Exceptional candidates may be considered for higher compensation based on experience and project requirements.

About the Role
We are seeking an experienced Investment Banking Subject Matter Expert (SME) to support the development, evaluation, and improvement of advanced Artificial Intelligence (AI) models.
This is not a traditional Investment Banking position.
Instead, you will apply your real-world expertise to evaluate complex AI-generated financial analyses, validate technical reasoning, identify inaccuracies, and help improve Large Language Models (LLMs) used within the finance industry.
We are looking for professionals who are recognized as experts within their field—individuals capable of evaluating financial reasoning with the same rigor expected in investment banking, corporate finance, transaction advisory, and institutional finance environments.

Requirements

Domain Expertise
Candidates should demonstrate expert-level knowledge in one or more of the following:
Investment Banking
Mergers & Acquisitions (M&A)
Corporate Finance
Financial Modeling
Business Valuations
Transaction Advisory
Due Diligence
Capital Raising
Leveraged Finance
Private Equity
Venture Capital
Strategic Finance
Strong candidates typically have practical experience with:
Discounted Cash Flow (DCF) Models
Leveraged Buyout (LBO) Models
Comparable Company Analysis
Precedent Transaction Analysis
Three-Statement Financial Modeling
Purchase Price Allocations
Fair Value Analysis
Investment Memorandums
Deal Structuring
Pitch Books
Confidential Information Memorandums (CIMs)

Key Responsibilities
Evaluate AI-generated financial analyses for technical accuracy, completeness, and quality of reasoning.
Identify factual inaccuracies, unsupported assumptions, logical inconsistencies, and calculation errors.
Review financial models, valuation methodologies, and investment analyses produced by AI.
Create, review, and refine finance-related prompts, benchmark responses, and evaluation datasets.
Apply detailed annotation guidelines consistently while maintaining exceptional quality standards.
Provide structured, actionable feedback that improves AI model performance.
Collaborate with Project Managers, Quality Assurance teams, and AI Researchers to improve evaluation methodologies.
Maintain productivity and quality expectations while working independently in a remote environment.

Required Qualifications
Candidates should possess:
Significant practical experience in Investment Banking, Corporate Finance, or Transaction Advisory.
Strong knowledge of U.S. financial markets and corporate finance principles.
Exceptional analytical and critical thinking skills.
Advanced financial modeling and valuation capabilities.
Excellent written English communication skills.
Ability to independently evaluate complex financial analyses and articulate technical feedback.
Strong attention to detail and commitment to quality.

Preferred Qualifications
One or more of the following is highly desirable:
Professional Certifications
CFA (Completed or Candidate)
CPA
MBA (Finance)
Chartered Accountant (CA)
Professional Background
Investment Banking
Big Four Transaction Advisory
Valuation Advisory
Private Equity
Venture Capital
Corporate Development
Strategic Finance
Financial Platforms
Bloomberg Terminal
Capital IQ
FactSet
Refinitiv
PitchBook
AI Experience
Previous experience with any of the following is highly desirable:
AI Model Evaluation
Reinforcement Learning from Human Feedback (RLHF)
Prompt Engineering
AI Annotation
Large Language Model (LLM) Evaluation
AI Quality Assurance
Benchmark Dataset Development
Candidates without prior AI evaluation experience may still be considered if they possess exceptional domain expertise and strong analytical reasoning.

U.S. Market Knowledge
Candidates should demonstrate a strong working knowledge of:
SEC Filings
Public Equities
Financial Statements
Valuation Methodologies
Corporate Earnings
Macroeconomic Indicators
Investment Analysis
Capital Markets
Financial Ratios
Portfolio Concepts
Market Trends

What Makes a Strong Candidate
Successful candidates are often professionals who have:
Led complex financial analyses or valuation engagements.
Reviewed or approved the work of other finance professionals.
Supported or led high-profile transactions.
Presented recommendations to executive leadership, investment committees, or clients.
Built financial models used in strategic business decisions.
Applied expert judgment to evaluate complex financial scenarios.

Trial Gig (Required)
As part of the selection process, all shortlisted candidates must successfully complete a Trial Gig designed to evaluate technical finance expertise, analytical reasoning, written communication, attention to detail, and the ability to assess AI-generated financial responses.
Please note:
Successful completion of the Trial Gig is required before joining the production project.
Candidates who meet the required quality standards will receive an offer to join the project and will be compensated for successfully completing the Trial Gig.
Candidates who do not meet the required quality standards will not move forward on this project and will not receive compensation for the Trial Gig.
Strong candidates who are not selected may remain in our talent network and be considered for future AI evaluation projects that better align with their expertise.

About Volga Partners
Volga Partners is a global talent and consulting firm dedicated to building…