Financial Subject Matter Expert (SME) - AI Training & Evaluation (United States)

Location: United States (Remote) 
Compensation: $35.00–$42.00 USD per hour
Contract Type: 1099 Independent Contractor 
Duration: Temporary Short-Term Project Assignment 

Help Shape the Future of AI in Finance 

Volga Partners is seeking experienced finance professionals to support the training and evaluation of advanced AI systems used for financial reasoning, analysis, and decision-making. 

We are looking for Subject Matter Experts (SMEs) with strong real-world experience who can evaluate financial content, identify errors in reasoning, assess accuracy, and help improve the quality of AI-generated outputs. 

This opportunity is ideal for finance professionals seeking flexible consulting work, project-based engagements, supplemental income, or exposure to emerging AI technologies. 

Employment Type 

Temporary Independent Contractor (1099) 

This is a temporary, short-term independent contractor (1099) opportunity supporting a specialized AI training and evaluation project. 

This engagement is project-based and intended for professionals seeking flexible consulting or contract work. Assignment duration will depend on project requirements, client demand, and business needs. 

Please note: 

• This is a 1099 Independent Contractor role. 

• This is not a W-2 employment opportunity. 

• No employee benefits are provided. 

• No healthcare, paid time off, retirement benefits, holiday pay, unemployment benefits, or severance benefits are offered. 

• Work is provided on a project basis and continued engagement is not guaranteed. 

• Contractors are responsible for their own taxes and business expenses. 

Areas of Expertise 

We are currently seeking professionals with expertise in one or more of the following disciplines: 

Investment Banking 

• Mergers & Acquisitions (M&A) 

• Financial Modeling 

• Valuation 

• Corporate Finance 

• Capital Markets 

Operational Finance & Assurance (FP&A)

• Budgeting & Forecasting
• Financial Reporting
• Variance Analysis
• Reconciliations
• Month-End Close
• Project Financials
• Business Performance Analysis
• Financial Controls
• KPI Reporting

Financial Planning & Analysis (FP&A) 

• Budgeting & Forecasting 

• Financial Reporting 

• Strategic Planning 

• Variance Analysis 

• Business Finance 

Quantitative Finance 

• Quantitative Modeling 

• Financial Engineering 

• Risk Analytics 

• Statistical Analysis 

• Derivatives 

Fixed Income Research

What These Professionals Do

Fixed Income Research professionals analyze debt securities, issuers, interest rate markets, and credit risks to support investment decisions and portfolio strategies.

Typical Responsibilities

• Fixed income security analysis
• Credit research and issuer evaluation
• Interest rate and yield curve analysis
• Bond valuation
• Macro and market research
• Investment recommendations
• Portfolio monitoring

Common Keywords

• Fixed Income
• Bonds
• Credit Research
• Credit Analysis
• Yield Curve
• Interest Rates
• Treasuries
• Corporate Bonds
• Municipal Bonds
• Duration
• Spread Analysis

Common Titles

• Fixed Income Research Analyst
• Credit Research Analyst
• Fixed Income Analyst
• Investment Research Analyst
• Credit Analyst
• Bond Analyst
• Fixed Income Associate
• Research Associate

Strong Indicators

• Experience covering bond markets
• Credit rating or issuer analysis
• Investment research reports
• Asset management or investment management background
• Fixed income portfolio support
• Bloomberg Terminal experience
• CFA coursework or designation (nice to have, not required)

What You Will Do 

• Review and evaluate AI-generated financial content. 

• Assess financial accuracy, logic, and business relevance. 

• Create and review finance-related prompts, scenarios, and analytical exercises. 

• Identify errors, unsupported assumptions, and reasoning gaps. 

• Provide structured feedback to improve AI model performance. 

• Evaluate complex financial concepts and explain findings clearly. 

• Collaborate with project teams to maintain quality standards. 

• Meet project deadlines and productivity expectations. 

Qualifications 

Required 

• Bachelor's degree in Finance, Accounting, Economics, Mathematics, Statistics, Business, Engineering, or a related field. 

• Minimum 5 years of professional experience in Investment Banking, Operational Finance & Assurance, FP&A, Quantitative Finance, Corporate Finance, Asset Management, Financial Consulting, or related disciplines. 

• Strong written English communication skills. 

• Exceptional analytical and critical-thinking abilities. 

• Ability to evaluate financial content and clearly explain reasoning. 

• Comfortable working independently in a remote environment. 

Preferred 

• CFA Charterholder or CFA Candidate. 

• CPA, FRM, MBA Finance, Master's in Finance, Economics, Mathematics, Statistics, or related field. 

• Experience in financial modeling, valuation, forecasting, budgeting, investment analysis, risk management, or quantitative research. 

• Experience reviewing technical, analytical, or research-based content. 

• Previous experience with AI training, model evaluation, data annotation, research projects, or knowledge-based work is highly desirable. 

Compensation & Engagement 

• $35.00–$42.00 per hour 

• Remote within the United States 

• Flexible Schedule 

• Approximately 10–20 hours per week during active project periods 

• Immediate Start Available 

• Temporary Short-Term Contract Assignment 

• 1099 Independent Contractor Engagement 

Why Join This Project? 

• Contribute to cutting-edge AI and financial reasoning initiatives. 

• Apply your professional expertise in a rapidly growing technology sector. 

• Flexible project-based work that can complement your existing career. 

• Collaborate with finance and technology professionals from around the world. 

• Gain experience working with advanced AI systems and model evaluation methodologies. 

• Opportunity to be considered for future projects based on performance and business needs. 

We encourage experienced finance professionals who enjoy critical thinking, problem-solving, and evaluating complex financial concepts to apply. 

Application Requirements 

Please submit: 

• Updated Resume/CV 

• Primary Area of Financial Expertise 

• Secondary Area of Expertise (if applicable) 

• Total Years of Relevant Experience 

• Current State of Residence 

• Availability (Hours Per Week) 

• Personal Email Address Application Requirements 
• Please submit: 
• Updated Resume/CV 
• Primary Area of Financial Expertise 
• Secondary Area of Expertise (if applicable) 
• Total Years of Relevant Experience 
• Current State of Residence 
• Availability (Hours Per Week) 
• Personal Email Address