
Financial Analyst for AI Quality Assurance
Optima Forma LDA • Loulé, Portugal
Role & seniority: Financial Analyst, mid-level (5+ years in financial/investment research)
Stack/tools: LLM/AI content evaluation; quality framework; RIXML and research taxonomy standards; sector tagging (GICS/ICB); regulatory knowledge (MiFID II, disclosures); QA tooling (test case development, rubrics); issue trackers (JIRA/Linear); data platforms (Bloomberg/FactSet/Refinitiv/CapIQ); SQL familiarity
Top 3 responsibilities
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Structured reviews of AI-generated financial research to identify factual errors, inconsistencies, and hallucinations
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Develop and execute quality criteria, test suites, and rubrics balancing financial accuracy with AI quality
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QA validation of AI outputs, ensure accuracy, completeness, proper terminology, and collaborate with product/engineering to improve model reliability
Must-have skills
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5+ years in financial/investment research (banking, asset management, or private equity)
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Deep knowledge of research taxonomy (RIXML, content types, sector tagging, issuer/coverage, corporate actions)
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Strong regulatory understanding (MiFID II unbundling, disclosures, conflicts, embargoes)
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Fluent English; strong written/verbal communication
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QA/Content evaluation track record and experience evaluating AI/LLM outputs
Nice-to-haves
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Experience with sell-side/buy-side roles, financial data providers (Bloomberg, FactSet, Refinitiv, S&P Capital IQ)
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Familiarity with research management systems, NLP concepts, issue trackin
Full Description
Financial Analyst for AI Quality Assurance (Financial Market Data) – Hybrid Algarve
Location: Greater Faro / Loulé, Algarve – Hybrid (2–3 days/week in office)
Employment Type: Full-time
Seniority Level: Mid-level
Compensation: €40.000–€50.000 gross annual (depending on experience)
About Aiera We’re excited to help our client Aiera.com, a fast-growing, well-funded American startup in the financial technology industry, expand their team in the Algarve.
We are hiring a financial research professional with 5+ yrs of experience to ensure that AI-generated research meets the standards expected by banks, asset managers, and institutional investors.
This role sits at the intersection of equity research, regulatory governance, and AI quality evaluation. You will apply your market expertise to validate, challenge, and improve AI-generated outputs — shaping how financial research is produced in the future.
Why This Opportunity Stands Out Join a fast-growing US scale-up in the financial industry — backed by strong funding and a global vision. Work on a cutting-edge SaaS platform that uses AI to transform financial research. Be part of an international, innovation-driven culture — collaborate directly with product, QA, and engineering teams under US management. Enjoy the Algarve lifestyle — combine meaningful, high-impact work with one of Europe’s best living environments. Help shape the company’s first European research & engineering hub.
The Work You’ll Do Structured LLM Response Reviews
Perform comprehensive, systematic reviews of LLM-generated financial research to identify:
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- Factual or numerical errors (data accuracy, calculation mistakes, outdated, information)
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- Inconsistent assumptions or reasoning (logical gaps, contradictory statements)
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- Hallucinations or unsupported claims (fabricated data points, unverified assertions, false attributions)
Quality Framework Development and Execution Define and execute quality evaluation criteria, test cases, and edge scenarios for financial AI tools Create and maintain test suites covering diverse financial scenarios, market conditions, and research contexts. Develop comprehensive rubrics that balance financial accuracy with AI-specific quality dimensions
AI-Generated Research Validation
QA test and validate AI-generated financial research outputs, ensuring accuracy, consistency, completeness, and appropriate use of financial terminology
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- Accuracy: Verify numerical data, calculations, historical facts, and market references.
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- Consistency: Ensure coherent reasoning, aligned assumptions, and internally consistent narratives.
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- Completeness: Assess coverage of relevant factors, appropriate context, and necessary disclosures.
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- Terminology: Validate proper use of financial terminology, conventions, and industry-standard language
Cross-Functional Collaboration Collaborate closely with product, QA, and engineering teams to report issues, recommend fixes, and improve model reliability over time.
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- Report issues with clear reproduction steps and impact assessment
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- Recommend fixes and prioritize quality improvements
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- Improve model reliability and performance over time through feedback loops
Work hand-in-hand with the Customer Success team, helping them improve customer responses and enhance the user experience.
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- Help improve customer responses and resolve quality concerns
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- Enhance the user experience through quality insights
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- Translate customer feedback into actionable quality improvements
Innovation and Continuous Improvement Contribute to ongoing innovation by bridging financial expertise with AI quality standards and testing frameworks Document findings, patterns, and root causes to support continuous improvement and model iteration Building knowledge repositories that capture quality insights, common failure modes, and best practices Recommend process improvements and automation opportunities for quality assurance workflows
Who We’re Looking For - Required Skills & Experience 5+ years of experience in financial or investment research, ideally within banking, investment management, or private equity.
Hands-on experience with research taxonomy standard and frameworks, including
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- RIXML (Research Information Exchange Markup Language) or equivalent research content standards
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- Research content type classifications (company research, sector reports, macroeconomic analysis, etc.)
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- Sectors and industries tagging conventions (GICS, ICB, or similar classification systems)
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- Issuer and analyst coverage structures
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- Corporate action context for research (M&A, earnings, guidance changes, capital structure events)
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- Research distribution and entitlement metadata
Research-Specific Regulatory Knowledge
- Deep understanding of research-specific regulatory frameworks, including
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--- MiFID II research unbundling rules and compliance requirements
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--- Inducements regulations and Client Service Agreements (CSAs) where applicable
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--- Research disclosure requirements (conflicts of interest, investment banking relationships, analyst holdings)
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--- Restricted lists, embargoes, and quiet periods
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--- Ratings and price target governance (methodologies, changes, distributions)
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--- Fair disclosure (Reg FD) and selective disclosures principles
Strong communication skills — fluent in English (both spoken and written).
Either
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- Already based in the Algarve and seeking a high-impact opportunity, or
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- Already living in Portugal and Interested in relocating to the Algarve to combine an international career with an exceptional lifestyle.
QA and Content Evaluation Track Record
- Demonstrated experience in quality assurance, editorial review, or content evaluation, including
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--- Systematic review and correction of narrative outputs for accuracy and consistency
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--- Application and enforcement of style guides, tone standards, and quality frameworks
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--- Structured defect identification, categorization, and logging
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--- Creating and maintaining test cases for content quality
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--- Experience with rubric development for evaluating written content
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--- Root cause analysis and pattern identification in quality issues
LLM and AI Content Evaluation Experience
- Practical experience evaluating AI-generated content, including
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--- Creating evaluation rubrics and quality criteria for LLM outputs
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--- Identifying and categorizing hallucinations, fabrications, and unsupported claims
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--- Assessing grounding and factual accuracy of AI responses
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--- Evaluating citation quality, attribution, and source reliability
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--- Understanding prompt-response relationships and context handling
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--- Experience with systematic testing of conversational AI or chat tools
Deep understanding of financial data, investment analysis, and market research. Passion for technology and innovation, eager to collaborate with product and engineering teams. Strong communication skills — fluent in English (both spoken and written). Detail-oriented mindset with a natural inclination toward QA, testing, and error detection Comfortable working cross-functionally with product, engineering, and QA teams
Preferred Qualifications Background in sell-side or buy-side equity research, investment banking, or financial analysis Experience with financial data providers (Bloomberg, FactSet, Refinitiv, S&P Capital IQ) Familiarity with research management systems or publication platforms Understanding of natural language processing concepts and limitations Experience with issue tracking systems (JIRA, Linear, etc.) and documentation tools Knowledge of SQL or ability to work with structured financial datasets
Location & relocation
We’re especially interested in candidates who are
- Already based in Portugal and seeking an international product/engineering environment, or
- EU / EEA / Swiss / Brazilian citizens (or others with the right to work in Portugal without sponsorship) who are interested in relocating to the Algarve.
Interested? Apply now to join a fast-growing global team bringing the future of AI-driven financial research to life — from the heart of the Algarve.