Investment Banking & M&A Finance Professional for AI Model Evaluation

Apply senior finance expertise to improve how frontier AI systems reason through real-world financial work. You will partner closely with an AI research team to define high-quality finance tasks, evaluate model performance, and translate professional judgment into rigorous standards. Role Overview

This is a full-time, hourly W-2 position supporting a leading AI lab''s research and program management teams. You will work within client tools using client-issued accounts and equipment, contributing directly to finance-focused AI evaluation and development.

• Review finance knowledge-work tasks and model outputs, identifying missing behaviors, weak reasoning, flawed assumptions, and responses that would not meet professional finance standards.
• Create detailed instruction specifications, golden solutions, and practical finance tasks that reflect real professional workflows.
• Design challenging finance benchmarks and evaluation sets that measure whether model performance is improving.
• Help develop finance-specific skills and tools in collaboration with researchers.
• Calibrate standards with researchers and specialists in adjacent fields, converting tacit financial judgment into clear, teachable evaluation criteria.
• Provide precise, well-structured written feedback.

• At least 5 years of substantive, dedicated professional finance experience at a recognized institution, such as an investment bank, asset manager, private equity or credit fund, Big Four firm, large corporate finance function, or financial regulator. Roles with only peripheral finance exposure do not qualify.
• Specialization in at least one core discipline, including corporate finance and FP&A, investment banking and M&A, asset or wealth management, private equity or private credit, quantitative finance and risk management, treasury, or accounting and audit.
• Demonstrated progression to a senior individual-contributor or leadership role, such as Vice President, Director, Principal, Managing Director, Portfolio Manager, Controller, or CFO, with ownership of analysis and decisions.
• Hands-on use of large language models in professional work and the ability to distinguish sound reasoning from plausible but incorrect answers.
• Excellent written communication skills.
• An MBA, MS, or PhD in finance, economics, accounting, or a quantitative field, and/or credentials such as CFA, CPA, FRM, or an actuarial designation, are strongly preferred.

• Full-time W-2 employment, paid hourly.
• Commitment of 40 hours per week for an initial 6-month engagement.
• Hybrid role based in the Bay Area, California, with on-site work alongside the client team multiple days per week when required.
• This is not a remote role. Applicants must live in the Bay Area or relocate there at their own expense before the engagement begins. Relocation assistance is not provided.

$100 to $150 per hour.

Applicants may be considered for placement with the client team. Employment, onboarding, payroll, benefits, and compliance are handled through the employer of record.

Qualified applicants are considered without regard to legally protected characteristics. Reasonable accommodations are available for qualified individuals with disabilities and disabled veterans throughout the application process.