[Remote] Freelance US Finance Taxonomy Expert

Note: The job is a remote job and is open to candidates in USA. Uber AI Solutions connects freelancers with Generative AI researchers and is seeking experienced finance professionals for a flexible, project-based collaboration. The Freelance US Finance Taxonomy Expert will develop structured financial taxonomies, classification frameworks, and terminology; review and annotate financial content; and provide feedback to improve finance-specific AI training and evaluation.

Responsibilities

• Defining and developing structured taxonomies across finance domains (such as M&A, equity valuation, portfolio construction, and corporate finance)
• Creating classification frameworks, hierarchical structures, and standardized financial terminology to support AI training and evaluation
• Developing taxonomy guidelines and classification criteria to ensure consistency, accuracy, and relevance across financial datasets
• Reviewing, categorizing, and annotating financial content, including financial statements, research reports, investment documents, and market-related information
• Identifying relationships, overlaps, gaps, and inconsistencies within financial taxonomies and recommending improvements
• Guiding data curation and annotation efforts to ensure access to high-quality, structured financial content
• Providing feedback to improve AI performance, accuracy, and relevance for finance-specific taxonomy and classification tasks

Skills

• Finance professionals with 10+ years of professional experience in:
• Investment banking (M&A, capital markets, corporate finance)
• Private equity (deal sourcing, due diligence, portfolio management)
• Asset management (portfolio management, investment strategy, quantitative analysis)
• Equity research (company analysis, financial modeling, report writing)
• Financial taxonomy, data classification, financial data management, or related domains
• Strong analytical skills to translate complex financial concepts into clear, structured taxonomies and classification frameworks
• Excellent communication skills for conveying complex concepts and developing clear taxonomy guidelines
• Attention to detail in building accurate, consistent, and reliable classification systems
• US-based candidates only
• We cannot accept candidates from California
• Familiarity with AI, machine learning, data annotation, or collaboration with technical teams is a plus

Benefits

• Freelance, paid, project-based opportunity
• Flexible, remote work arrangement
• Hourly rates payout structure

Company Overview

Company H1B Sponsorship