CapitexAI
Investment Analysis Expert | Remote
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Investment Analysis Expert | Remote
Finance & Banking Subject Matter Expert Benchmark Dataset Author
$90–$110/hr | 15–20 hrs/week | Remote
Project Overview
A contract opportunity to apply deep finance and banking expertise toward building rigorous evaluation benchmarks for professional document understanding and instruction-following tasks. Work is fully independent, schedule-flexible, and focused on producing high-signal, expert-authored content grounded in real-world financial materials.
Key Responsibilities
- Author complex, multi-step tasks grounded in real-world financial documents (financial statements, reports, spreadsheets), each mapped to a clearly defined ground truth output.
- Design objective evaluation rubrics assessing a model’s capacity to reason precisely over structured and unstructured financial data.
- Construct tasks spanning:
- Document comprehension
- Quantitative reasoning
- Instruction-following across:
- Corporate finance
- Capital markets
- 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.
Core Requirements
- Demonstrated hands-on expertise in one or more finance sub-domains:
- Investment analysis
- Corporate finance
- Banking and capital markets
- Financial management
- Financial advisory
- Ability to identify and encode expert-level reasoning patterns into structured, evaluable task formats.
- Strong command of:
- Financial statements
- Valuation methodologies
- Analytical frameworks used in professional practice
- Experience interpreting and working with:
- Complex financial models
- Reports
- 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.
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Additional Strengths
- Familiarity with:
- Structured data environments
- Spreadsheet-based financial modeling
- Quantitative finance workflows
- Prior exposure to:
- Content creation or technical writing
- Instructional design (finance context)
- Comfort working with:
- Automation tools
- Code execution environments (to validate task outputs)
Real Estate Market Evaluation Consultant
Role Overview
Leverage real estate brokerage expertise to evaluate property-related workflows, transactional scenarios, and market-facing deliverables within advanced research initiatives.
Work flexibly on a remote contract while contributing practical industry insight to high-value evaluation and review systems.
$90–$110/hr | ~30–40 hrs/week | Remote
Key Responsibilities
- Produce structured deliverables based on:
- Real estate brokerage
- Transaction scenarios
- Client advisory workflows
- Review peer-generated outputs for:
- Accuracy
- Commercial logic
- Market relevance
- Assess property-related workflows and identify:
- Inconsistencies
- Execution gaps
- Apply industry judgment to improve quality and reliability of evaluation frameworks.
- Document findings and recommendations with:
- Concise, well-structured written rationale
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Core Requirements
- Strong expertise in:
- Real estate brokerage
- Property transactions
- Client advisory services
- Excellent written communication with high:
- Attention to clarity
- Professional tone
- Ability to assess transactional scenarios with sound:
- Commercial judgment
- Operational insight
- Comfort working independently within deadline-driven contract engagements.
- Strong analytical approach to reviewing:
- Documentation
- Workflows
- Market-based outputs
Additional Strengths
- Experience evaluating:
- Contracts
- Listings
- Transaction processes
- Property documentation
- Strong understanding of:
- Client expectations (residential/commercial brokerage workflows)
- Ability to identify nuanced inconsistencies in:
- Written evaluations
- Operational logic
Application Process
- Submit your completed application form.
- Applications will be carefully reviewed in line with the role requirements.
- Eligible applicants will be contacted via email with instructions for the next stage.
- Follow the instructions in the email to complete the remaining application requirements.
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