[Remote] Personal Finance Evaluator
Note: The job is a remote job and is open to candidates in USA. CapitexAI is seeking a Personal Finance Evaluator for a contract opportunity. The role involves assessing and quality-grading model-generated financial documents against established standards, providing feedback, and ensuring adherence to personal finance principles.
Responsibilities
- Evaluate model-generated financial artifacts (documents, spreadsheets, presentations) using structured domain-specific quality rubrics
- Assess outputs for factual accuracy, analytical rigor, and adherence to personal finance and consumer planning principles
- Identify errors spanning content correctness, data presentation, and visual communication standards
- Deliver clear, structured written feedback that enables measurable quality improvement in model outputs
- Apply subject-matter expertise to distinguish nuanced errors from categorical failures across varied artifact types
Skills
- Deep professional expertise in personal finance, household financial planning, budgeting, debt management, or consumer financial products
- Native or professional-level English fluency with strong written communication skills
- Advanced proficiency in Microsoft Office and Google Workspace, with particular strength in PowerPoint and Google Slides
- Proven ability to produce precise, criterion-referenced written evaluations or assessments
- Capacity to work independently as an independent contractor without access to proprietary employer or client data
- Advanced degree (Master's or higher) from a reputable institution in finance, economics, or a related discipline
- Background in financial education, curriculum development, or content quality assurance
Benefits
- Flexible Hours
- Remote
Company Overview