Financial & Legal Document Analyst

About this role

Job Summary: In this role, 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. No prior experience in AI is required — your domain knowledge is what matters.

Skills

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 & 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.