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TextAt Mercor, I worked as a financial AI reviewer responsible for expert-level labeling and annotation of investment analysis outputs generated by large language models. My role focused on rubric-based evaluation, where I systematically classified responses across multiple financial criteria, identified reasoning gaps, inconsistencies, and structural distortions, and provided detailed qualitative annotations to justify pass/fail decisions. This required deep knowledge of portfolio construction, risk metrics, and institutional investment frameworks. In addition to grading model outputs, I contributed to refining evaluation standards by stress-testing prompts and ensuring alignment between expected financial reasoning and model performance. The work went beyond simple tagging; it involved structured analytical annotation, error pattern identification, and cognitive complexity assessment to improve the robustness and reliability of AI systems operating in finance.
AI finance training project involving prompt design, rubric development, and data labeling/annotation for investment model evaluation.
Certificate in Artificial Intelligence for Financial Analytics and Capital Strategy, Artificial Intelligence for Financial Analytics and Capital Strategy
Certified Portfolio Manager, Portfolio Management
Senior Vice President
Vice President
