Investment Consultant Expert - Reviewer

Requirements

• 3+ years of professional experience in financeMust
• Upper Intermediate or Advanced English proficiencyMust
• Spot high-stakes financial factors like APR, liquidity constraints, tax eligibility, and ruin riskMust
• Understand compliance boundaries in financial advice (no guaranteed returns, no evasion)Must
• Recognize sequencing and prioritization as expert financial moves
• Understand concentration risk and liquidity risk in financial planning
• Demonstrate knowledge of tax residency and account eligibility constraints

What you'll do

• Identify realistic vs. generic client financial situations
• Recognize decisive constraints that change financial recommendations
• Rate financial scenarios on overall quality and clarity
• Evaluate and score the strength of hidden constraints (Knives) in financial tasks
• Assess checklist quality for testing financial strategy under constraints
• Rewrite financial scenarios to improve realism and decision pressure
• Incorporate decisive financial constraints naturally into scenario prompts
• Create pass/fail checklist criteria that test constraint adherence and risk framing
• Write clear short-form justifications explaining task ratings
• Work with real, truthful financial data without AI generation

About the role

We’re recruiting Finance professionals (financial planners, investment advisors/consultants, and bank relationship managers) to review and improve realistic financial scenarios used to train AI financial assistants. Your job isn’t to “pick the best asset.” It’s to think like a real advisor and spot what makes a client situation real, high-stakes, and action-changing — then upgrade weak scenarios so they actually test the model. ‼️ AI is not allowed. If we spot AI use, we’ll block the application. ⚠️ This application form must be completed entirely in English. 🚨 READ ALL THE DESCRIPTION BELOW TO UNDERSTAND THE APPLICATION FORM. WHO CAN APPLY • Bank relationship managers • Financial planners • Investment advisors / consultants • 3+ years of professional experience • English level: Upper Intermediate / Advanced (required) WHAT YOU’LL DO IN THE APPLICATION (QUICK SCREENING TEST) You will review two pre-generated finance tasks. For each task, you’ll answer simple 1–5 ratings and give a short justification. Then, for the 2nd task, you’ll rewrite it to make it stronger. WHAT “STRONG” MEANS (SIMPLE DEFINITION) A strong task includes one decisive constraint that can make “reasonable” advice materially wrong or harmful if overlooked. We call this a Knife: • A Knife is a constraint that changes the correct strategy. • Quick test: if you remove it, the best recommendation would meaningfully change. Examples of Knives in Finance: • High-interest debt APR / terms • Liquidity lockups or withdrawal penalties • Concentration risk (single stock, employer stock) • Tax residency / account eligibility constraints • Risk-of-ruin (thin emergency fund, income instability) • Compliance boundary (no illegal evasion, no guaranteed returns) WHAT YOU WILL RATE (1–5) IN THE FORM You’ll give 3 ratings per task: • Overall Quality (1–5) How clear and testable the task is (can you judge PASS/FAIL)? • Knife / Hidden Context Strength (1–5) Is there a decisive constraint that flips the strategy — or is the “hidden context” just background that doesn’t change the recommendation? • Checklist Quality (1–5) Does the checklist truly test strategy quality under constraints, with clear criteria? (Strong checklists focus on constraint adherence + sequencing + risk framing + safety/compliance, written as PASS/FAIL — not “ask questions.”) You’ll also write a short justification (2–4 bullets) explaining your ratings. WHAT YOU WILL REWRITE (FOR THE 2ND TASK ONLY) You will rewrite these parts to make the task stronger: • Scenario (3rd person) — more realistic + naturally sets up the decision pressure • Prompt (user message) — natural, human, does not reveal the Knife • Hidden Context (1–3 bullets) — must include exactly 1 decisive Knife • Checklist (4–6 items) — each item must be PASS/FAIL, covering: • constraint adherence (explicitly incorporates the Knife) • expert move (sequencing/phasing, liquidity preservation, ruin-risk prevention, prioritization) • risk framing (tradeoffs/uncertainty; no guarantees) • safety/compliance boundary when relevant Checklist item example: PASS if it prioritizes high-APR debt (or states assumptions and branches); FAIL if it recommends investing-first without addressing the Knife. Important: Don’t “leak” the Knife in the prompt (no “IMPORTANT”, no all-caps, no “the key detail is…”). IF SELECTED (PROJECT WORK) You’ll review batches of pre-generated finance scenarios: • Rating realism and decision risk • Identifying weak or missing constraints (Knives) • Improving tasks so they better represent real moments where “reasonable” advice becomes harmful COMPENSATION If selected, you will be invited to review 5 real tasks as part of the project. (Compensation details will be provided upon selection.) WHAT WE’RE LOOKING FOR • You can recognize what’s realistic vs. generic in client situations • You understand what truly changes the recommendation (APR, liquidity, taxes/eligibility, ruin risk, concentration) • You can upgrade a “fine” scenario into a strong test without making it artificial Originally posted on Himalayas