Financial & Legal Document Analyst

About the role

Job Title: Financial & Legal Document Analyst Job Type: Contractor Location: Remote 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. 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 and 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.