Subject Matter Expert (Finance)

Role Description

DataForce by TransPerfect is seeking experienced Subject Matter Experts (Finance) with advanced skills in German language to support a cutting-edge Generative AI project. In this role, you will leverage your expertise in:

• Investment Banking
• Equity or Capital Markets
• Portfolio Management
• Asset Management

Your responsibilities will include:

• Workflow Definition: Define the most common research and analysis workflows in your area (e.g., M&A deal analysis, company valuation, or portfolio construction).
• Evaluation Creation: Build test cases and evaluation criteria to measure how well the AI completes these workflows.
• Capability Assessment: Assess the model’s ability to handle financial tasks such as statement analysis, data extraction, market trend identification, and risk assessment.
• Data Curation & Annotation: Identify and curate high-quality financial data for training and fine-tuning AI models.
• Feedback & Iteration: Provide feedback on model outputs and suggest improvements to enhance accuracy and usefulness.

Qualifications

• Advanced skills in German language.
• 5+ years of professional experience in one of the following areas:
  • Investment Banking (M&A, capital markets, corporate finance)
  • Private Equity (deal sourcing, due diligence, portfolio management)
  • Asset Management (portfolio management, investment strategy, quantitative analysis)
  • Equity Research (company analysis, financial modeling, report writing)
• Basic understanding of AI, machine learning, or experience working with technical teams is a significant plus.
• Advanced skills in financial software such as Bloomberg and Prophix, along with strong data analytics capabilities for forecasting, budgeting, and reporting.
• Strong analytical skills to break down complex financial processes into measurable steps.
• Excellent communication skills to explain financial concepts to non-experts.
• High attention to detail and accuracy.

Requirements

• Successful completion of a role-specific written assessment and a background check.
• Language(s) Requirements: English, German.

Benefits

• Remote work location within the US.
• Engagement Model: Freelancer / Independent Contractor.
• Start Date: ASAP.