About the Position

(On-Call) Senior Investment Banking Subject Matter Expert (AI Evaluation)PKT/IND

India

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.

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.
• 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.

Requirements

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.

Required Qualifications

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.

Preferred Qualifications

One or more of the following is highly desirable:

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

AI Experience

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.

U.S. Market Knowledge

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

Compensation

• India/Pakistan: $15–$19 USD/hour
• Exceptional candidates may be considered for higher compensation based on experience and project requirements.

About the Company

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.