Financial and Legal Document Specialist (Remote)

Overview

• **Role:**

Financial and Legal Document Specialist (Remote)

• **Location:**

Remote (Work from Anywhere)

• **Payout:**
• $50 - $90/hour

Role Overview

Key Responsibilities

• Source, review, and verify open-source financial documents, including SEC filings, investor decks, and complex credit agreements to ensure accuracy and compliance.
• Scrutinize documents for minor errors, logical inconsistencies, and subtle compliance issues, providing detailed written analysis and recommendations for improvement.
• Create, refine, and implement clear data taxonomies to accurately classify and organize diverse financial and legal documents, ensuring efficient retrieval and analysis.
• Evaluate the performance of automated document retrieval systems, pinpointing areas where they miss critical information or fine print, and providing feedback for system improvement.
• Provide detailed written analysis and recommendations for document sourcing, review, and verification, ensuring high-quality input for AI model training.

Required Skills & Qualifications

• Strong understanding of financial and legal documents, including SEC filings, investor decks, and complex credit agreements, with the ability to analyze and interpret complex information.
• Excellent analytical and problem-solving skills, with attention to detail and ability to identify minor errors and logical inconsistencies.
• Experience with data taxonomy and classification, with the ability to create, refine, and implement clear and accurate data taxonomies.
• Strong research and evaluation skills, with the ability to evaluate the performance of automated document retrieval systems and provide feedback for improvement.
• Excellent written and communication skills, with the ability to provide detailed written analysis and recommendations for document sourcing, review, and verification.

More About the Opportunity

Equal Opportunity Employer