Private Equity & Venture Capital - Finance Domain Expert

Key Responsibilities

• Data QA and reviews: Vet the quality of finance knowledge work tasks and model outputs — spotting missing behaviors, thin reasoning, flawed assumptions, and answers that read well but would not survive professional scrutiny.
• Instruction specs and golden datasets: Write high-quality instruction specs, produce golden solutions to financial problems, and define new finance tasks that reflect how the work is actually done in practice.
• Benchmarks and domain depth: Design challenging finance tasks and evaluation sets, and help build finance-specific skills and tools together with the research team.
• Calibration: Work with client researchers and specialists in adjacent fields to keep standards consistent, translating tacit financial judgment into explicit, teachable criteria.

Core Qualifications

• Experience: 5+ years of substantive, dedicated professional finance experience at a recognized institution — for example an investment bank, asset manager, private equity or credit fund, Big Four firm, a large corporate finance function, or a financial regulator. Generalist roles that only touch finance peripherally do not count.
• Domain depth: Genuine specialization in at least one core finance discipline, for example corporate finance and FP&A, investment banking and M&A, asset or wealth management, private equity or private credit, quantitative finance and risk management, treasury, or accounting and audit.
• Seniority: Clear progression to a senior individual-contributor or leadership level — for example Vice President, Director, Principal, Managing Director, Portfolio Manager, Controller, or CFO — with real ownership of analysis and decisions.
• Education and credentials: An advanced degree from a strong program (MBA, MS, or PhD in finance, economics, accounting, or a quantitative field) and/or a recognized professional credential such as CFA, CPA, FRM, or an actuarial designation. Strongly preferred.
• AI fluency: Hands-on working use of large language models in your professional work, and the judgment to tell a well-reasoned answer from a plausible-sounding wrong one.
• Availability: Able to commit reliably to 40 hours per week for an initial engagement of 6 months.
• Location: Living in the Bay Area, California, and able to work on-site with the client's team multiple days each week, when required. Candidates not currently based in the Bay Area must be willing to relocate there at their own cost; relocation assistance is not provided.
• Excellent written communication, and the ability to give precise, well-structured written feedback.