Financial and Legal Document Analyst for AI Training

This role offers a unique opportunity to leverage your expertise in financial and legal documentation to influence the development of next-generation AI systems. As a Financial & Legal Document Analyst, you will play a crucial role in shaping how AI models learn and perform by providing high-quality, real-world input. Your domain knowledge is essential, and no prior experience in AI is required.

• Source, review, and verify open-source financial documents including SEC filings, investor decks, and complex credit agreements.
• Scrutinize documents for minor errors, logical inconsistencies, and subtle compliance issues.
• Create, refine, and implement clear data taxonomies to accurately classify and organize diverse financial and legal documents.
• Evaluate the performance of automated document retrieval systems and pinpoint areas where they miss critical information or fine print.
• Provide detailed written and verbal feedback on system gaps, using your domain expertise to suggest actionable improvements.
• Maintain meticulous records tracking document sources, classification decisions, and analysis outcomes.
• Collaborate with the customer’s team to share best practices and ensure analysis consistency across high-stakes legal and financial content.

• Extensive experience sourcing, reviewing, and classifying financial and legal documentation.
• Deep understanding of public records, regulatory filings, and financial paperwork.
• Exceptional written and verbal communication skills, with an emphasis on clarity and precision.
• Keen analytical abilities and a passion for uncovering subtle discrepancies and compliance issues.
• Expertise in building and applying data taxonomies to complex document sets.
• Strong organizational skills to manage a high volume of technical documents.
• Meticulous attention to detail, ensuring thorough and accurate analysis.

• Background as a Paralegal, Underwriter, Bank Officer, Private Banker, or Tax Auditor.
• Prior experience auditing, navigating, or managing dense compliance or legal records.
• Proven track record of success in document classification or information management within regulated industries.

Contract position, fully remote.

Hourly rate ranges from $50 to $90.

Open to candidates with the required skills and qualifications.