Asset Management Specialist

Are you a senior finance professional who understands markets and models — both financial and AI?

Have you worked in asset management or investment strategy and now find yourself curious about how LLMs reason, hallucinate, and learn?

If yes, this role was built for you.

Preferred Background (High Priority)

Candidates who have worked with major Finance or consulting groups, including:

Berkshire Hathaway, JPMorgan Chase, Visa, Mastercard, Bank of America, Wells Fargo, Morgan Stanley, Goldman Sachs, Charles Schwab, Citigroup

🧠 About the Role

We are looking for a Finance Head — Asset Management (AI Data Operations) to work at the intersection of finance, AI modeling, and large language models (LLMs).

You’ll partner with AI researchers, engineers, and data teams to design, evaluate, and improve AI systems used for financial analysis, investment reasoning, and portfolio decision-making.

Your expertise will directly shape how AI models understand real-world financial workflows — not textbook theory.

Key Responsibilities

📌 Workflow Definition (Finance Domain)

• Define and structure high-value financial workflows such as:
• Portfolio construction & optimization
• Investment strategy formulation
• Earnings & financial statement analysis
• Performance benchmarking & attribution

AI Evaluation, Prompting & Rubrics (High Priority)

• Create challenging prompts to test LLM reasoning in:
• Asset management
• Investor relations
• Portfolio and risk analysis
• Design evaluation rubrics and “golden responses” to benchmark AI output quality
• Define expected inputs, outputs, and measurable success criteria for AI evaluations

📌 Capability Assessment (LLM Reasoning)

• Evaluate AI performance across:
• Trend identification
• Risk–return tradeoffs
• Asset allocation decisions
• Financial logic consistency and explainability

📌 Data Curation & Annotation

• Identify, curate, and annotate high-quality financial datasets, including:
• SEC filings (10-K, 10-Q, S-1, 8-K)
• Earnings call transcripts
• Investor presentations & research reports
• Support data labeling and validation for AI model training and testing

📌 Feedback & Continuous Improvement

• Provide structured, domain-specific feedback to:
• Improve AI accuracy and consistency
• Reduce hallucinations in financial reasoning
• Align model outputs with real-world investment logic

Who You Are:

✅ 7 years of experience in Asset Management, Investment Strategy, or Portfolio Management

✅ Proven track record in earnings analysis, portfolio oversight, and investment modeling

✅ Deep understanding of financial instruments, risk management, and market benchmarks

✅ Strong analytical rigor — capable of breaking down complex processes into testable components

✅ Excellent communicator with the ability to convey complex financial insights to technical and non-technical audiences

✅ Experience collaborating with data science or engineering teams (AI/ML exposure is a plus)

🤖 AI & Data Skills (MANDATORY SCREENING CRITERIA)

• Hands-on experience with at least some of the following:
• AI / LLM modeling or evaluation
• Prompt engineering for financial use cases
• Designing rubrics, scoring frameworks, or golden responses
• Data annotation or human-in-the-loop model evaluation
• Using AI tools to support financial decision-making or optimization

🌟 Why Join Us As an Independant Consultant

• Influence how next-generation AI systems reason about real financial problems
• Work alongside cutting-edge AI, data, and engineering teams
• Flexible, remote consulting role with global exposure
• Be at the frontier of AI × Finance, not a spectator

📩 Apply Now

You can also connect directly by email atsajid.ahmed@truelancer.com with your resume, hourly rate, and weekly availability.

For faster communication, feel free to reach out on WhatsApp: 91 9064877846