$50–$90/hr | Remote | Contract | Finance
This role offers a unique opportunity to leverage your expertise in financial and legal documentation to influence the development of next-generation AI systems. As a Financial & Legal Document Analyst, you will play a crucial role in shaping how AI models learn and perform by providing high-quality, real-world input. Your domain knowledge is essential, and no prior experience in AI is required.
Source, review, and verify open-source financial documents including SEC filings, investor decks, and complex credit agreements.
Scrutinize documents for minor errors, logical inconsistencies, and subtle compliance issues.
Create, refine, and implement clear data taxonomies to accurately classify and organize diverse financial and legal documents.
Evaluate the performance of automated document retrieval systems and pinpoint areas where they miss critical information or fine print.
Provide detailed written and verbal feedback on system gaps, using your domain expertise to suggest actionable improvements.
Maintain meticulous records tracking document sources, classification decisions, and analysis outcomes.
Collaborate with the customer's team to share best practices and ensure analysis consistency across high-stakes legal and financial content.
Extensive experience sourcing, reviewing, and classifying financial and legal documentation.
Deep understanding of public records, regulatory filings, and financial paperwork.
Exceptional written and verbal communication skills, with an emphasis on clarity and precision.
Keen analytical abilities and a passion for uncovering subtle discrepancies and compliance issues.
Expertise in building and applying data taxonomies to complex document sets.
Strong organizational skills to manage a high volume of technical documents.
Meticulous attention to detail, ensuring thorough and accurate analysis.
Background as a Paralegal, Underwriter, Bank Officer, Private Banker, or Tax Auditor.
Prior experience auditing, navigating, or managing dense compliance or legal records.
Proven track record of success in document classification or information management within regulated industries.
Contract position, fully remote.
