13 hours ago

Finance Research Specialist

Taskify AI

Hybrid
Contractor
$120,000
Hybrid

Job Overview

Job TitleFinance Research Specialist
Job TypeContractor
CategoryCommerce
Experience5 Years
DegreeMaster
Offered Salary$120,000
LocationHybrid

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Job Description

Finance Research Specialist at Taskify AI

Apply financial expertise to evaluate and improve AI model responses for financial queries. Create high-quality training data through response analysis and annotation.

Project Overview

Partner with leading AI labs to enhance conversational AI systems handling financial topics. Your professional insights ensure model outputs demonstrate accurate reasoning, clear communication, and real-world applicability across banking, accounting, and investment scenarios.

Detailed Responsibilities

Response Evaluation (60%)
  • Rate LLM-generated answers to financial user queries for accuracy and clarity
  • Identify factual errors, faulty assumptions, and reasoning gaps
  • Score responses using established financial evaluation rubrics
  • Compare model outputs against trusted public sources and industry standards

Prompt Refinement (20%)
  • Author precise prompts eliciting target financial reasoning
  • Test prompt effectiveness across multiple model versions
  • Document optimal prompt structures for financial contexts

Annotation & Feedback (20%)
  • Provide detailed annotations explaining evaluation decisions
  • Flag subtle conceptual issues and edge cases
  • Suggest improvements for tone, completeness, and professional communication

Required Expertise

  • Professional finance experience (banking, accounting, investments, corporate finance)
  • Advanced understanding of financial concepts and quantitative reasoning
  • Experience explaining complex 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
  • Proficiency with office software (Excel, Word, PDF annotation tools)
  • Familiarity with online research and public financial databases

Success Metrics

  • 95%+ first-pass quality acceptance rate
  • 12-18 evaluations per week at target complexity
  • Zero critical factual errors in annotations
  • Actionable, reproducible feedback for model improvement

Project Timeline & Compensation

  • Onboarding: Resume review + finance knowledge screening (2-3 days)
  • Duration: 4-8 weeks with extension opportunities
  • Schedule: Self-managed within weekly minimum hours
  • Payment: Weekly 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
  • AI model evaluation
  • Data annotation
  • Prompt engineering
  • Quantitative reasoning
  • Accounting principles
  • Investment strategies
  • LLM responses
  • Financial research
  • Clear communication

Tags:

Finance Research Specialist
financial evaluation
AI model
data annotation
prompt refinement
financial queries
industry standards
factual errors
quantitative reasoning
complex topics
professional communication
LLM
AI systems
digital platforms
Excel
Word
PDF annotation
online research
financial databases
data analysis tools
content management

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How to Get Hired at Taskify AI

  • Research Taskify AI's culture: Study their mission, values, and AI innovation focus.
  • Tailor your resume: Highlight finance expertise, AI exposure, and analytical precision for Taskify AI.
  • Showcase relevant projects: Emphasize any experience in data annotation or content evaluation.
  • Prepare for financial reasoning: Review core financial concepts for Taskify AI's screening.
  • Demonstrate communication skills: Practice explaining complex financial topics clearly.

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