datamundi

Finance Subject Matter Expert-SME

New York, New York, United States

Sponsorship not specifiedDetected 21 days ago

Machine LearningLLMsStatisticsFinancial ModelingForecastingValuationM&AResearchCommunicationCritical ThinkingPublic Speaking

About the role

Hello Everyone, Greetings from the Datamundi team!!
This involves specifying inputs, expected outputs, and the criteria for success.
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.

Develop and create comprehensive evaluations and test cases to assess the completion of these defined workflows.
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.
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.

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.
Excellent communication skills and the ability to articulate complex financial concepts to a non-finance audience.
Experience with company analysis, financial modeling, and report writing.

Ruberics, Data annotations and prompt engineering knowledge which can be applied on products and services to eusure quality services and desired outputs.

Strong analytical and critical thinking abilities to break down complex financial processes into logical, measurable steps.
Communication: Excellent communication skills and the ability to articulate complex financial concepts to a non-finance audience.
Technical Acumen: A basic understanding of AI, machine learning, or experience working with technical teams is a significant plus.
Attention to Detail: Meticulous attention to detail is crucial for creating accurate and robust evaluation criteria.
Private Equity | Market & Commercial Diligence
Asset Management | Earnings Analysis & Quarter Updates
Investment Banking | Market & Competitive Research
Equity Research | Investment Thesis & Research
Domains / Workflows
Discounted Cash Flow (DCF) Analysis
Leveraged Buyout (LBO) Modeling
Mergers & Acquisitions (M&A) Modeling

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,

Hello Everyone,
Greetings from the Datamundi team!!
We are looking for Finance Subject Matter Experts.
Please find the details below.
Scope of work-Provide finance domain expertise to train and evaluate AI models by developing financial workflows, validating datasets, assessing model outputs, and ensuring accurate analysis across valuation, investment research, financial modeling, and due diligence use cases.
Job Description- Finance Expert
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.
Company earnings release, slide deck, SEC 10-Q/8-K, earnings-call transcript, sell-side consensus, management follow-up notes, and models.
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.
Comparable & Precedent Transaction Analysis
Financial Forecasting

This listing is sourced directly from datamundi's careers page and normalized into a canonical job model.