Financial & Legal Document Analyst

Job Title: Financial & Legal Document Analyst

Job Type: Contractor

Location: Remote

Job Summary: As a Financial & Legal Document Analyst, 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.

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.

Required Skills

• Document Sourcing
• Public Records
• Financial Documents
• Data Taxonomy