Finance Research Specialist

Finance Research Specialist at Taskify AI

Join Taskify AI as a Finance Research Specialist, a remote contract role focused on applying financial expertise to enhance AI model responses. This position involves evaluating and improving AI model accuracy for financial queries, creating high-quality training data, and ensuring real-world applicability across various financial scenarios.

Project Overview

Partner with leading AI labs to significantly improve conversational AI systems that handle complex financial topics. Your professional insights will be crucial in ensuring that model outputs demonstrate accurate reasoning, clear communication, and practical applicability in banking, accounting, and investment contexts.

Detailed Responsibilities

• Response Evaluation (60%): Rate LLM-generated answers to financial user queries for accuracy and clarity, identifying factual errors, faulty assumptions, and reasoning gaps. Score responses using established financial evaluation rubrics and compare model outputs against trusted public sources and industry standards.
• Prompt Refinement (20%): Author precise prompts designed to elicit target financial reasoning. Test the effectiveness of these prompts across multiple model versions and document optimal prompt structures specifically for financial contexts.
• Annotation & Feedback (20%): Provide detailed annotations that explain evaluation decisions, flag subtle conceptual issues and edge cases, and suggest improvements for tone, completeness, and professional communication in AI responses.

Required Expertise

• Professional finance experience across areas such as banking, accounting, investments, or corporate finance.
• Advanced understanding of financial concepts and quantitative reasoning.
• Demonstrated experience in clearly explaining complex financial topics to diverse audiences.
• Strong attention to detail and analytical precision.
• Comfort with digital evaluation platforms and structured workflows.

Technical Requirements

• Reliable high-speed internet connection.
• Proficiency with standard office software, including Excel, Word, and PDF annotation tools.
• Familiarity with online research techniques and public financial databases.

Success Metrics

• Achieve a 95%+ first-pass quality acceptance rate.
• Complete 12-18 evaluations per week at target complexity.
• Maintain zero critical factual errors in annotations.
• Provide actionable, reproducible feedback for continuous model improvement.

Project Timeline & Compensation

• Onboarding: Involves resume review and a finance knowledge screening, typically taking 2-3 days.
• Duration: Initial engagement is for 4-8 weeks, with potential opportunities for extension.
• Schedule: Flexible, self-managed weekly commitment.
• Payment: Weekly payments processed via international platforms upon quality approval.

Ideal Candidate Profile

• Investment banking analysts/associates.
• Corporate finance professionals.
• Public/private accountants (CPA/CMA preferred).
• Asset management/portfolio analysts.
• Financial planning & analysis specialists.
• Economics researchers with finance applications.

Key skills/competency

• Financial Analysis
• Quantitative Reasoning
• AI Model Evaluation
• Data Annotation
• Prompt Engineering
• Banking & Investments
• Accounting Principles
• Corporate Finance
• Attention to Detail
• Industry Standards