Note: The job is a remote job and is open to candidates in USA. 24-MAG LLC is offering a specialized part-time consulting opportunity for experienced finance and banking professionals. This role involves authoring complex finance-focused tasks, developing evaluation rubrics, and providing high-quality project execution in AI-assisted finance and banking contexts.
Responsibilities
- Create complex, multi-step finance and banking tasks grounded in realistic professional documents, reports, spreadsheets, financial statements, or related workspace files
- Design tasks that test an AI system's ability to reason over financial documents, follow precise instructions, and produce accurate structured outputs
- Translate real-world finance and banking workflows into clear task prompts, expected deliverables, and evaluation-ready examples
- Support work across investment analysis, financial management, personal finance, banking, capital markets, corporate finance, accounting, or related financial services topics depending on professional background and project needs
- Review financial documents, statements, reports, spreadsheets, and supporting materials to identify relevant facts, calculations, assumptions, and analytical requirements
- Develop tasks that require careful interpretation of financial data, document structure, numerical relationships, and professional finance context
- Incorporate realistic use cases involving financial analysis, reporting, advisory workflows, banking operations, capital markets, corporate finance, or accounting logic
- Identify where financial reasoning, document comprehension, instruction following, spreadsheet interpretation, or code-assisted analysis may be required
- Produce clearly defined ground truth outputs for finance and banking tasks
- Create objective evaluation rubrics that specify correct answers, acceptable reasoning, formatting expectations, calculation requirements, and quality criteria
- Validate task outputs for financial accuracy, completeness, consistency, and alignment with the source documents and instructions
- Identify ambiguous instructions, incomplete task logic, unsupported assumptions, calculation issues, or evaluation gaps
- Provide clear written feedback explaining finance, banking, accounting, analytical, or document-review reasoning
- Follow detailed task instructions, quality criteria, and project-specific standards accurately
- Review discrete finance and banking deliverables and identify areas for improvement
- Collaborate through asynchronous project workflows to improve finance-focused AI evaluation materials and benchmark quality
Skills
- 3+ years of hands-on experience in finance, banking, investment analysis, financial management, personal financial advisory, capital markets, corporate finance, accounting, or related financial services work
- Strong ability to interpret financial statements, reports, spreadsheets, business documents, analytical outputs, or financial workspace files
- Experience creating financial analyses, structured reports, client-facing materials, investment notes, management reports, accounting summaries, or banking documentation
- Strong numerical reasoning and ability to verify calculations, assumptions, financial logic, and document-based conclusions
- Ability to clearly articulate finance or banking reasoning in written form
- Strong attention to detail and ability to identify incomplete instructions, inaccurate outputs, unsupported assumptions, or calculation errors
- Comfort reviewing AI-generated finance or banking content and applying detailed evaluation criteria
- Excellent written communication skills
- Ability to work independently in a remote, asynchronous, project-based environment
- Current or recent finance and banking domain expertise aligned with one or more project workstreams
- Experience with financial modeling, valuation, investment research, credit analysis, management reporting, corporate accounting, banking operations, or capital markets workflows
- Familiarity with financial statements, annual reports, pitch materials, transaction documents, spreadsheets, dashboards, or financial planning documents
- Experience creating evaluation rubrics, assessment materials, training datasets, benchmark tasks, QA reviews, or structured analytical workflows
- Comfort working with spreadsheets, web research, code-assisted analysis, or multi-file financial tasks
- Ability to design tasks that require precise instruction following, document grounding, numerical accuracy, and structured output formatting
Benefits
- Fully remote with flexible scheduling
- Weekly payments via Stripe or Wise
Company Overview