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(On-Call) Senior Investment Banking Subject Matter Expert (AI Evaluation) | U.S.

Volga Partners logoVolga Partners$55–$60/hrRemote in United StatesPart-timePosted 3mo ago
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About the role

Schedule & Availability

This is a project-based independent contractor opportunity supporting the evaluation of advanced AI models.

As with many AI projects, work is assigned based on client demand. Although we anticipate strong project volume, available work may fluctuate over time. This engagement is best suited for consultants who are comfortable with a dynamic, project-based environment.

AI Evaluation Experience

Previous experience with AI evaluation, RLHF, prompt engineering, AI annotation, or LLM evaluation is strongly preferred. Candidates with exceptional finance expertise who are eager to learn structured AI evaluation workflows are also encouraged to apply.

About the Role

We are seeking an experienced Investment Banking Subject Matter Expert (SME) to support the development, evaluation, and improvement of advanced Artificial Intelligence (AI) models.

This is not a traditional Investment Banking position.

Instead, you will apply your real-world expertise to evaluate complex AI-generated financial analyses, validate technical reasoning, identify inaccuracies, and help improve Large Language Models (LLMs) used within the finance industry.

We are looking for professionals who are recognized as experts within their field - individuals capable of evaluating financial reasoning with the same rigor expected in investment banking, corporate finance, transaction advisory, and institutional finance environments.

Domain Expertise

Candidates should demonstrate expert-level knowledge in one or more of the following:

  • Investment Banking
  • Mergers & Acquisitions (M&A)
  • Corporate Finance
  • Financial Modeling
  • Business Valuations
  • Transaction Advisory
  • Due Diligence
  • Capital Raising
  • Leveraged Finance
  • Private Equity
  • Venture Capital
  • Strategic Finance

Strong candidates typically have practical experience with

  • Discounted Cash Flow (DCF) Models
  • Leveraged Buyout (LBO) Models
  • Comparable Company Analysis
  • Precedent Transaction Analysis
  • Three-Statement Financial Modeling
  • Purchase Price Allocations
  • Fair Value Analysis
  • Investment Memorandums
  • Deal Structuring
  • Pitch Books
  • Confidential Information Memorandums (CIMs)

Key Responsibilities

  • Evaluate AI-generated financial analyses for technical accuracy, completeness, and quality of reasoning.
  • Identify factual inaccuracies, unsupported assumptions, logical inconsistencies, and calculation errors.
  • Review financial models, valuation methodologies, and investment analyses produced by AI.
  • Create, review, and refine finance-related prompts, benchmark responses, and evaluation datasets.
  • Apply detailed annotation guidelines consistently while maintaining exceptional quality standards.
  • Provide structured, actionable feedback that improves AI model performance.
  • Collaborate with Project Managers, Quality Assurance teams, and AI Researchers to improve evaluation methodologies.
  • Maintain productivity and quality expectations while working independently in a remote environment.

Candidates should possess

  • Significant practical experience in Investment Banking, Corporate Finance, or Transaction Advisory.
  • Strong knowledge of U.S. financial markets and corporate finance principles.
  • Exceptional analytical and critical thinking skills.
  • Advanced financial modeling and valuation capabilities.
  • Excellent written English communication skills.
  • Ability to independently evaluate complex financial analyses and articulate technical feedback.
  • Strong attention to detail and commitment to quality.

Professional Certifications

  • CFA (Completed or Candidate)
  • CPA
  • MBA (Finance)
  • Chartered Accountant (CA)

Professional Background

  • Investment Banking
  • Big Four Transaction Advisory
  • Valuation Advisory
  • Private Equity
  • Venture Capital
  • Corporate Development
  • Strategic Finance

Financial Platforms

  • Bloomberg Terminal
  • Capital IQ
  • FactSet
  • Refinitiv
  • PitchBook

Previous experience with any of the following is highly desirable

  • AI Model Evaluation
  • Reinforcement Learning from Human Feedback (RLHF)
  • Prompt Engineering
  • AI Annotation
  • Large Language Model (LLM) Evaluation
  • AI Quality Assurance
  • Benchmark Dataset Development

Candidates without prior AI evaluation experience may still be considered if they possess exceptional domain expertise and strong analytical reasoning.

Candidates should demonstrate a strong working knowledge of

  • SEC Filings
  • Public Equities
  • Financial Statements
  • Valuation Methodologies
  • Corporate Earnings
  • Macroeconomic Indicators
  • Investment Analysis
  • Capital Markets
  • Financial Ratios
  • Portfolio Concepts
  • Market Trends

Successful candidates are often professionals who have

  • Led complex financial analyses or valuation engagements.
  • Reviewed or approved the work of other finance professionals.
  • Supported or led high-profile transactions.
  • Presented recommendations to executive leadership, investment committees, or clients.
  • Built financial models used in strategic business decisions.
  • Applied expert judgment to evaluate complex financial scenarios.

Trial Gig (Required)

As part of the selection process, all shortlisted candidates must successfully complete a Trial Gig designed to evaluate technical finance expertise, analytical reasoning, written communication, attention to detail, and the ability to assess AI-generated financial responses.

Please note

  • Successful completion of the Trial Gig is required before joining the production project.
  • Candidates who meet the required quality standards will receive an offer to join the project and will be compensated for successfully completing the Trial Gig.
  • Candidates who do not meet the required quality standards will not move forward on this project and will not receive compensation for the Trial Gig.
  • Strong candidates who are not selected may remain in our talent network and be considered for future AI evaluation projects that better align with their expertise.

About Volga Partners

Volga Partners is a global talent and consulting firm dedicated to building high-performing teams for the world's most innovative organizations. We specialize in identifying exceptional subject matter experts across finance, technology, healthcare, operations, and other highly specialized industries.

Our experts contribute to the development of advanced Artificial Intelligence by evaluating complex reasoning, improving model performance, and ensuring AI systems reflect the knowledge and judgment of experienced industry professionals.

Joining Volga Partners means becoming part of a global network of experts helping define the next generation of AI while working on challenging, project-based engagements with leading technology organizations.

Where you can work

This role is 100% remote, for applicants located in United States.

From Volga Partners's job posting, checked Oct 18, 2026.

Apply on Volga Partners (opens the job details)

The application

Your details and CV, then 18 questions (2 written).

Have readyCVPhoto (optional)Cover letter (optional)
  1. 1.
    HeadlineShort answer · optional
  2. 2.
    EducationShort answer · optional
  3. 3.
    ExperienceShort answer · optional
  4. 4.
    SummaryWritten answer · optional
  5. 5.
    Are you currently based in the United States?Yes or no
  6. 6.
    How many years of professional experience do you have in your primary finance (Investment Banking) specialization?Pick any: 6320337 · 6320338 · 6320339 · 6320340 · 6320341
  7. 7.
    Have you previously worked on any AI-related projects?Pick any: 6320342 · 6320343 · 6320344 · 6320345 · 6320346 · 6320347
  8. 8.
    Which professional certifications do you currently hold? Select all that apply.Pick any (7 options)
  9. 9.
    Which best describes your primary area of expertise?Pick any (7 options)
  10. 10.
    Which valuation methodologies have you personally built or reviewed? Select all that apply.Pick any (7 options)
  11. 11.
    Have you built complete financial models used in live transactions?Yes or no
  12. 12.
    Have you worked directly with U.S. public companies or SEC filings?Yes or no
  13. 13.
    Have you reviewed or approved the work of junior finance professionals?Yes or no
  14. 14.
    Which financial platforms have you used professionally?Pick any: 6320369 · 6320370 · 6320371 · 6320372 · 6320373 · 6320374
  15. 15.
    Describe the most complex investment banking, valuation, or M&A engagement you personally led or significantly contributed to.Written answer
  16. 16.
    Are you comfortable with the stated hourly compensation range for your location? For U.S. Postings:Pick any: 6320375 · 6320376 · 6320377 · 6320378 · 6320379
  17. 17.
    What is your required minimum hourly rate to accept this opportunity? Please enter your required minimum hourly rate in U.S. Dollars (USD).Short answer
  18. 18.
    Project Acknowledgement- I understand that: This is an ad-hoc, project-based opportunity and hours are not guaranteed. Work is assigned based on client demand and project availability. A Trial Gig is required before joining the production pYes or no

From Volga Partners's apply page, checked Oct 18, 2026.

About Volga Partners

An AI data company that hires on-call subject-matter experts and language reviewers for AI evaluation projects; US roles pay $35 to $60 an hour.

How it pays: Not stated beyond the hourly rate; US expert roles are 1099 independent contracts, and a shortlisted candidate completes a trial task that is paid only if it meets the standard.

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