Note: The job is a remote job and is open to candidates in USA. CapitexAI is seeking a Banking & Finance Consultant to leverage deep finance and banking expertise to build rigorous evaluation benchmarks for professional document understanding and instruction-following tasks. This role involves authoring complex tasks based on real-world financial documents and ensuring the technical accuracy of the content produced.

Responsibilities

• Author complex, multi-step tasks grounded in real-world financial documents including financial statements, reports, and spreadsheets each mapped to a clearly defined ground truth output
• Design objective evaluation rubrics that assess a model's capacity to reason precisely over structured and unstructured financial data
• Construct tasks spanning document comprehension, quantitative reasoning, and instruction-following across corporate finance, capital markets, and banking contexts
• Integrate web search and code execution scenarios into task design, ensuring outputs are verifiable and reproducible
• Maintain domain authenticity and technical accuracy across all authored content to uphold benchmark integrity

Skills

• Demonstrated hands-on expertise in one or more finance sub-domains: investment analysis, corporate finance, banking and capital markets, financial management, or financial advisory
• Ability to identify and encode expert-level reasoning patterns into structured, evaluable task formats
• Strong command of financial statements, valuation methodologies, and analytical frameworks used in professional practice
• Experience interpreting and working with complex financial models, reports, and data-heavy documents
• Capacity to define ground truth outputs with precision leaving no ambiguity in expected results or evaluation criteria
• Comfortable operating as an independent contractor with self-directed workflow and weekly deliverables
• Familiarity with structured data environments, spreadsheet-based financial modeling, or quantitative finance workflows
• Prior exposure to content creation, technical writing, or instructional design within a finance context
• Comfort working with automation tools or code execution environments to validate task outputs

Benefits

• Work is fully independent, schedule-flexible
• Remote

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