Pitch an LLM Earnings-Call Analyst to an Equity Long-Short Team
Overview
What this challenge is about.
Build an LLM workflow to analyze earnings calls, compare outputs to sell-side notes, and report hallucination metrics. Earn a verifiable certificate.
The scenario
The team (4 portfolio managers, 12 analysts) trades around USD 1.2 billion in long-short tech exposure and is under cost pressure to do more coverage with the same headcount, but is allergic to opaque AI tools.
The Brief
What you'll do, and what you'll demonstrate.
Show whether a retrieval-augmented LLM workflow can produce decision-grade earnings-call notes worth hiring an AI engineer to scale.
Earning criteria — what you'll demonstrate
- Design a retrieval-augmented generation (RAG) workflow for long financial documents
- Evaluate LLM outputs against domain ground truth with honest metrics
- Identify and mitigate hallucination risk in a high-stakes finance use case
- Pitch an AI product to a skeptical, results-oriented audience
Program Fit
Where this fits in your program.
Sharpens the same skills your degree expects you to demonstrate.
AI and Quantitative Finance
Master · Applied Ai
Strong alignment
This challenge maps to AI and Quantitative Finance at the Master level. It sharpens the same practical skills your coursework expects — but in a real industry context with actual constraints and deliverables.
Skills
Skills you'll demonstrate.
Each one shows up on your verified credential.
- Prompt Engineering
Apply prompt engineering to solve real industry problems and demonstrate production-level capability.
- Retrieval Augmented Generation
Apply retrieval augmented generation to solve real industry problems and demonstrate production-level capability.
- Llm Evaluation
Apply llm evaluation to solve real industry problems and demonstrate production-level capability.
- Hallucination Mitigation
Apply hallucination mitigation to solve real industry problems and demonstrate production-level capability.
- Financial Analysis
Apply financial analysis to solve real industry problems and demonstrate production-level capability.
- Stakeholder Communication
Apply stakeholder communication to solve real industry problems and demonstrate production-level capability.
Careers
Career paths this challenge builds toward
Completing this challenge demonstrates skills that transfer directly to these roles:
AI Engineer
Standing up the retrieval pipeline plus the eval harness is the AI engineer's daily work in an applied LLM team.
This challenge sharpens
- retrieval-augmented-generation
- llm-evaluation
- prompt-engineering
AI Product Manager
Translating an LLM demo into a costed 90-day pilot plan for a portfolio manager is core AI PM craft.
This challenge sharpens
- financial-analysis
- stakeholder-communication
- llm-evaluation