Experience: 1+ years
Job Type: Full-time (Contractual / Freelancing)
Location: Remote
Required Skills: Document sourcing, Public records, Financial documents, Data taxonomy
Job Summary:
As a Financial & Legal Document Analyst, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input.
Key Responsibilities:
- 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.
Required Skills and Qualifications:
- 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.
Preferred Qualifications:
- 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.