Investment Consultant Expert - Reviewer

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

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Bank relationship managers

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Financial planners

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Investment advisors / consultants

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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:

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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:

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Overall Quality (1–5)

How clear and testable the task is (can you judge PASS/FAIL)?

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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?

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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

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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)

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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:

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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