Finance Research Specialist

About the Role

Taskify AI is seeking a Finance Research Specialist to partner with leading AI labs to enhance conversational AI systems that handle financial topics. Your professional insights will 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 and compare model outputs against trusted public sources and industry standards.
• Prompt Refinement (20%): Author precise prompts that elicit target financial reasoning. Test prompt effectiveness across multiple model versions and document optimal prompt structures for 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.

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
• LLM Response Annotation
• Prompt Engineering
• Financial Research
• Quantitative Reasoning
• Data Annotation
• Financial Concepts
• Content Quality Assurance
• Communication Skills