Role Description You’ve built deep expertise in insurance coverage, policy wording, product development, or regulatory compliance, and produced work that drives real decisions. Now that expertise has a new application: shaping how frontier AI models reason through complex insurance problems. - Design realistic policy, coverage, and compliance tasks: policy interpretation, endorsement analysis, coverage determinations, form reviews, and regulatory compliance assessments without clean answers. - Write evaluation rubrics that reflect how experienced coverage and compliance professionals reason through policy language, exclusions, endorsements, regulatory requirements, and filing standards. - Review AI-generated coverage analyses, policy interpretations, compliance assessments, and form recommendations, identifying where models misread policy language, overlook endorsements, or propose non-compliant solutions. - Build reference coverage opinions, policy review materials, and compliance frameworks that set the benchmark models for testing. - Communicate coverage determinations, compliance assessments, and rationale clearly in writing. Qualifications - 5–8+ years in insurance coverage, policy wording, product development, forms management, or regulatory compliance. - You’ve drafted, reviewed, interpreted, or approved policy language, endorsements, forms, or regulatory filings that had to withstand legal, regulatory, or commercial scrutiny. - CPCU, ARM, JD, ACII / FCII, or equivalent (preferred, not required). - You can explain why a policy responds — or does not respond — clearly enough to teach the reasoning, not just the outcome. Benefits - $80–$200 per hour, aligned with expertise, scope, and impact; exceptional or highly specialised expertise can go higher. - Ongoing engagements are typically structured as a monthly retainer rather than hourly billing. Company Description Aptura works with leading foundational AI labs to bring institutional finance expertise directly into AI model development. Founded by ex-Lazard and Partners Group professionals, we operate from London and San Francisco.

Role Description You've built financial statements that hold up under audit and regulator scrutiny — now define that bar for AI. You've owned external reporting cycles, prepared consolidated statements, and made disclosure judgements that hold up under scrutiny. Now that expertise has a new application: shaping how frontier AI models reason through financial reporting the way an experienced practitioner does. What You'll Do - Design realistic financial statement and disclosure tasks grounded in real reporting cycles - Write evaluation rubrics that pin down correct GAAP / IFRS presentation, classification, and disclosure — including the judgement about what gets disclosed and how - Review AI-generated statements, consolidations, and note disclosures for compliance, completeness, and internal consistency - Build reference statement sets and disclosure checklists that serve as the standard for evaluation - Identify output that is technically passable but non-compliant or under-disclosed, and explain the gap precisely Qualifications - 5–8+ years in external / SEC reporting, financial reporting, or audit with a strong reporting focus - You know a full set of statements and the disclosure requirement behind every line - CPA, ACA / ACCA, or equivalent (preferred, not required) - Deep in US GAAP or IFRS — ideally fluent in both Benefits - Fully remote, part-time and flexible - Work is scoped by project and ranges from short engagements to ongoing collaborations, structured as a contract or a monthly retainer Compensation $80–$200 per hour, aligned with expertise, scope, and impact; exceptional or highly specialised expertise can go higher. Ongoing engagements are typically structured as a monthly retainer rather than hourly billing.

• perform onboarding due diligence for Registered Investment Advisors • monitor compliance program efficiency and accuracy • perform ongoing monitoring and analysis of the firm's investment adviser representatives • assist with annual testing of compliance policies and procedures • prepare and submit license registrations to regulatory agencies • maintain ADV 2B documents • monitor reportable Outside Business Activities for potential conflicts of interest • assist with communication of continuing education requirements • conduct research of state and federal statutes

• Monitor, analyze, and interpret federal, state, and local statutory leave and disability regulations (e.g., PFML, Temporary Disability, Paid Sick Leave). • Assess business impact and communicate implications to stakeholders. • Perform compliance monitoring, testing, and control assessments. • Identify risks, conduct root cause analysis, and recommend remediation strategies aligned with regulatory requirements. • Draft, update, and maintain policies, procedures, job aids, training materials, and compliance guidance to support consistent and compliant operations. • Attend industry trade calls to monitor and document meeting conversations. • Provide subject matter expertise and consultative guidance to business units on compliance initiatives, including program design, implementation, and ongoing administration. • Support internal audits, regulatory examinations, and external reviews by organizing documentation, responding to inquiries, and assisting with corrective action plans.