Position: Financial & Legal Document Analyst

Type: Contract

Compensation: $50 - $90/hour

Location: Remote

Commitment: 10-40 hrs/week

Role 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 domain expertise to suggest actionable improvements.
• Maintain meticulous records tracking document sources, classification decisions, and analysis outcomes.

Requirements

• Have extensive experience sourcing, reviewing, and classifying financial and legal documentation.
• Possess a deep understanding of public records, regulatory filings, and financial paperwork.
• Demonstrate exceptional written and verbal communication skills, with an emphasis on clarity and precision.
• Have keen analytical abilities and a passion for uncovering subtle discrepancies and compliance issues.
• Have expertise in building and applying data taxonomies to complex document sets.

Application Process

• Easy Apply on LinkedIn
• Check email for next steps
• Participate in resume evaluation & interview stage

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