Investment Banking SME - AI Evaluation (San Francisco) Job at Braintrust, San Francisco, CA

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  • Braintrust
  • San Francisco, CA

Job Description

Join to apply for the Investment Banking SME - AI Evaluation role at Braintrust .

We are seeking multiple Investment Banking Subject Matter Experts to help design, evaluate, and improve AI-driven financial workflows across Investment Banking. Youll define real-world processes, create rigorous evaluations, curate data, and partner with AI/product teams to boost LLM accuracy and relevance.

Project Details

  • Immediate project need. Project approved for 3 months initially, with possibility to extend based on project/client demands.

Responsibilities

  • Collaborate with AI/engineering to define common research workflows (e.g., M&A analysis, valuation, portfolio construction).
  • Create evaluations/test cases with clear inputs, expected outputs, and success criteria.
  • Design capability assessments for LLMs (data extraction, financial statements, market trends, risk).
  • Guide data curation/annotation of high-quality financial content.
  • Provide feedback and iterate with product to improve model performance.

Requirements

  • 5+ years practical experience in Investment Banking (M&A, capital markets, or corporate finance).
  • Strong analytical/critical thinking to structure complex processes.
  • Excellent communication; can explain finance to non-finance audiences.
  • Technical acumen: basics of AI/ML or working with technical teams a plus.
  • Meticulous attention to detail for accurate, robust evaluation criteria.

Seniority Level

  • Mid-Senior level

Employment Type

  • Full-time

Job Function

  • Finance and Sales

Industries

  • Financial Services, Investment Management, and Investment Banking

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Job Tags

Full time, Immediate start,

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