Finance, Fixed Income Subject Matter Expert (SME), AI Evaluator

This is a fully remote position, open to applicants in United States, +5 more countries.

📋 Description

• Assess the accuracy, completeness, and relevance of AI-generated Fixed Income information, bond market analyses, investment explanations, and related financial content.

• Review financial calculations, bond valuations, yield interpretations, credit assessments, and analytical conclusions for technical precision.

• Authenticate financial data, market terminology, investment concepts, and analytical results using credible financial sources.

• Detect erroneous calculations, unsupported assumptions, misleading interpretations, and overlooked financial factors.

• Evaluate financial content in relation to the market structures, investment practices, and regulatory frameworks of Mainland China or Spain.

• Review completed work against project-specific guidelines, evaluation criteria, and established quality benchmarks.

• Document findings, clarify identified issues, and propose corrections backed by financial evidence.

• Conduct assigned reviews through designated online platforms while ensuring accuracy, confidentiality, and adherence to deadlines.

⛳️ Requirements

• Around 3–5 years of professional experience in Fixed Income, bond markets, debt securities, debt capital markets, investment research, or a closely related financial field.

• Proven knowledge of Fixed Income instruments, market structures, bond valuation, credit analysis, or related investment principles.

• Relevant professional experience or education related to Mainland China's financial markets, or professional experience pertaining to Spain's financial markets.

• Strong analytical and research abilities, including the capacity to interpret financial data and technical investment information.

• Proficient in evaluating financial reasoning, identifying inaccuracies, and articulating technical findings.

• Excellent written English communication skills; all project tasks and evaluations will be conducted in English.

• Proficient in using spreadsheets, financial research tools, digital documentation, and web-based applications.

• Capable of working independently, adhering to detailed project instructions, and consistently meeting quality standards.

• Must fulfill geographic eligibility criteria for the relevant market.

• Bachelor’s degree or higher in Finance, Economics, Accounting, Business Administration, or a related discipline (preferred).

• Experience in investment banking, asset management, treasury, capital markets, fixed income research, or financial consulting (preferred).

• Familiarity with government bonds, corporate debt, credit markets, and fixed income valuation (preferred).

• Professional credentials such as CFA, FRM, or equivalent qualifications (preferred).

• Experience in reviewing investment research, financial reports, market data, or analytical models (preferred).

• Familiarity with financial regulations and market practices in Mainland China or Spain (preferred).

• Experience with international financial markets or cross-border investment activities (preferred).

• Previous experience in financial quality assurance, data validation, AI evaluation, or financial technology (preferred).

• Retired financial professionals with relevant Fixed Income experience are encouraged to apply.

🏝️ Benefits

• Fully remote work setup.

• Flexible, project-based scheduling depending on project needs and availability.

• Opportunity for supplemental income.

• Exposure to specialized AI evaluation projects.

• Freelance / independent contractor engagement.

• Approximately 36 hours in total for the short-term pilot.