财务-资产管理
Finance-Asset Management
您好，
Datamundi 正在寻找行业评估-金融资产管理专家。
以下是职位描述。
职责
作为金融领域专家，您将负责以下关键任务：
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流程定义：与我们的 AI 和工程团队合作，定义您特定领域内最常见的基于研究的流程（例如，投资银行中的并购交易分析、股权研究中的公司估值、资产管理中的组合构建）。
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评估创建：开发并创建全面的评估和测试案例，以评估这些定义流程的完成情况。这包括指定输入、预期输出以及成功标准。
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能力评估：设计评估以衡量 LLM 在处理复杂金融任务方面的能力，包括数据提取、财务报表分析、市场趋势识别和风险评估。
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数据整理与标注：提供指导，帮助识别和整理对训练和微调 LLM 至关重要的高质量金融数据和内容。
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反馈与迭代：与产品团队紧密合作，对 LLM 的表现提供建设性反馈，并提出改进建议以提高其准确性和相关性。
关键要求
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领域专业知识：12 年以上在以下任一领域的实际专业经验：
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投资银行：具有并购、资本市场或公司金融方面的经验。
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私募股权：具有交易来源、尽职调查和组合管理方面的经验。
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资产管理：具有组合管理、投资策略或量化分析方面的经验。
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股票研究：具有公司分析、财务建模和报告撰写方面的经验。
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经验：初级、中级和高级专业人员
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分析能力：具备强大的分析和批判性思维能力，能够将复杂的金融流程分解为逻辑、可衡量的步骤。
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沟通能力：优秀的沟通能力，能够向非金融背景的受众解释复杂的金融概念。
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技术素养：对 AI、机器学习有一定了解，或有与技术团队合作的经验是加分项。
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细节关注：对细节的细致关注对于创建准确且稳健的评估标准至关重要。
私募股权 | 市场与商业
查看英文原文
Hi Everyone,
Hope you are doing well.
We at Datamundi are looking for Sector Evals- Finance Asset Management Experts.
Please find the below job description.
Responsibilities
As a Finance Domain Expert, you will be responsible for the following key tasks:
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Workflow Definition: Collaborate with our AI and engineering teams to define the most common research-based workflows within your specific domain (e.g., M&A deal analysis in Investment Banking, company valuation in Equity Research, portfolio construction in Asset Management).
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Evaluation Creation: Develop and create comprehensive evaluations and test cases to assess the completion of these defined workflows. This involves specifying inputs, expected outputs, and the criteria for success.
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Capability Assessment: Design evaluations to assess the key capabilities of the LLM in handling complex financial tasks, including data extraction, financial statement analysis, market trend identification, and risk assessment.
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Data Curation & Annotation: Provide guidance on identifying and curating high-quality financial data and content that is essential for training and fine-tuning the LLM.
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Feedback & Iteration: Work closely with the product team to provide constructive feedback on the LLM's performance and suggest improvements to enhance its accuracy and relevance.
Key Requirements
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Domain Expertise: 12+ years of practical, professional experience in one of the following fields:
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Investment Banking: Experience with M&A, capital markets, or corporate finance.
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Private Equity: Experience with deal sourcing, due diligence, and portfolio management.
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Asset Management: Experience with portfolio management, investment strategy, or quantitative analysis.
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Equity Research: Experience with company analysis, financial modeling, and report writing.
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Experience : Entry level, Mid level and Executive level professionals
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Analytical Skills: Strong analytical and critical thinking abilities to break down complex financial processes into logical, measurable steps.
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Communication: Excellent communication skills and the ability to articulate complex financial concepts to a non-finance audience.
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Technical Acumen : A basic understanding of AI, machine learning, or experience working with technical teams is a significant plus.
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Attention to Detail: Meticulous attention to detail is crucial for creating accurate and robust evaluation criteria.
Private Equity | Market & Commercial Diligence
- Definition: Deep-dive workflows that size a target’s market, analyze competitive dynamics, test growth drivers, and capture customer / channel insights to support—or challenge—an investment thesis.
- Data input types: Public filings (10-K/annual reports), industry research databases (PitchBook, CapIQ, Gartner, IB reports), consultant decks, company websites & investor presentations, expert-network call notes/transcripts, press releases, government statistics (e.g., Census, BLS).
Asset Management | Earnings Analysis & Quarter Updates
- Definition: Fast-turn workflows that digest a company’s quarterly results, benchmark them against expectations, and refresh internal views or models ahead of—or immediately after—an earnings event.
- Data input types: Company earnings release, slide deck, SEC 10-Q/8-K, earnings-call transcript, sell-side consensus, management follow-up notes, and models.
Investment Banking | Market & Competitive Research
- Definition: Sector-intelligence workflows that size an industry, map competitors, highlight secular trends, and position a client (or target) within that landscape so bankers can craft compelling pitches, valuations, and strategic recommendations.
- Data input types: Public filings & earnings call transcripts (10-K/10-Q/20-F, S-1), industry and equity-research reports, company websites & investor presentations, product review sites, press releases and trade-press coverage, government statistics (Census, BLS), social-media/forums sentiment, expert-network call transcripts.
Equity Research | Investment Thesis & Research
- Definition: Analytical workflows that develop, update, or challenge an equity investment view—typically a buy/hold/sell thesis—by integrating financial modeling, valuation, and industry analysis to inform real-time or near-term trading decisions.
- Data input types: Company filings (10-K, 10-Q, earnings releases), valuation multiples (P/E, EV/EBITDA), comp tables, earnings call and investor day transcripts, industry KPIs and macro indicators, analyst consensus, financial news, financial models (DCF, scenario cases), expert and investor relations calls, portfolio exposure data, trading desk commentary.
Domains / Workflows
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Discounted Cash Flow (DCF) Analysis
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Leveraged Buyout (LBO) Modeling
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Mergers & Acquisitions (M&A) Modeling
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Comparable & Precedent Transaction Analysis
Financial Forecasting
This would be 40 hours per week and the duration would be 3 months which might extend to one year.
If you are interested please reach me out at
Thank you!!
Regards,
Valencia Lewis
Salary: 100 USD per hourOriginally posted on Himalayas