Finance Research Specialist

Role: Finance Research Specialist

Apply financial expertise to evaluate and improve AI model responses for financial queries. This role involves creating high-quality training data through detailed response analysis and annotation.

Project Overview

Partner with leading AI labs at Taskify AI to enhance conversational AI systems that handle complex financial topics. Your professional insights as a Finance Research Specialist will be crucial in ensuring that model outputs demonstrate accurate reasoning, clear communication, and real-world applicability across various banking, accounting, and investment scenarios.

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 prompt effectiveness across multiple model versions and document optimal prompt structures for various financial contexts.
• Annotation & Feedback (20%): Provide detailed annotations explaining evaluation decisions. Flag subtle conceptual issues and edge cases, and suggest improvements for tone, completeness, and professional communication within AI responses.

Required Expertise

• Professional finance experience across banking, accounting, investments, or corporate finance.
• Advanced understanding of financial concepts and quantitative reasoning.
• Proven experience explaining complex financial topics clearly to varied audiences.
• Strong attention to detail and analytical precision.
• Comfortable 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 and public financial databases.

Success Metrics

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

Project Timeline & Compensation

• Onboarding: Involves resume review and a finance knowledge screening (typically 2-3 days).
• Duration: Initial engagement of 4-8 weeks, with potential opportunities for extension.
• Schedule: Self-managed within agreed-upon weekly minimum hours.
• Payment: Compensation is provided weekly via international platforms, contingent on 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 strong finance applications.

Key skills/competency

• Financial analysis
• AI model evaluation
• Data annotation
• Prompt engineering
• Quantitative reasoning
• Industry standards
• Factual verification
• Clear communication
• Analytical precision
• Problem-solving