(On-Call) Senior Investment Research & Capital Markets (SME) PKT/IND

About the Position

Join Volga Partners as a (On-Call) Senior Investment Research & Capital Markets (SME) 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.
• 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.

Requirements

Domain Expertise

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

• Equity Research
• Fixed Income Research
• Credit Research
• Investment Research
• Asset Management
• Portfolio Management
• Buy-Side
• Sell-Side
• Capital Markets

Key Responsibilities

• 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:

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

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 the Company

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.