Finance Research Specialist

Finance Research Specialist (Remote) at Taskify AI

As a Finance Research Specialist at Taskify AI, you will apply your deep financial expertise to evaluate and refine AI model responses to complex financial queries. This role is crucial for creating high-quality training data through detailed response analysis and annotation.

Project Overview

You will collaborate with leading AI laboratories to significantly enhance conversational AI systems that handle a wide array of financial topics. Your professional insights will be instrumental in ensuring that AI model outputs demonstrate accurate reasoning, clear communication, and practical applicability across diverse scenarios in banking, accounting, and investments.

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

Required Expertise

• Professional experience in finance (e.g., banking, accounting, investments, corporate finance).
• Advanced understanding of financial concepts and quantitative reasoning.
• Proven ability to clearly explain complex financial topics to varied audiences.
• Strong attention to detail and analytical precision.
• Comfort working with digital evaluation platforms and structured workflows.

Technical Requirements

• Reliable high-speed internet connection.
• Proficiency with standard office software (Excel, Word, 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 a resume review and a finance knowledge screening, typically taking 2-3 days.
• Duration: Initial engagement of 4-8 weeks, with potential opportunities for extension.
• Schedule: Self-managed within agreed weekly minimum hours.
• 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 strong finance applications.

Key skills/competency

• Financial Analysis
• AI Model Evaluation
• Data Annotation
• Prompt Engineering
• Investment Banking
• Accounting Principles
• Corporate Finance
• Quantitative Reasoning
• Financial Market Knowledge
• LLM Feedback