Finance Specialist
@ Taskify

Remote
$180,000
Remote
Contractor
Posted 21 days ago

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XXXXXXXXX XXXXXXXXX XXXXXXXXX****** @taskify.com
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Job Details

About the Role

Taskify is seeking a Finance Specialist to collaborate with a leading AI research lab on a groundbreaking project. You will apply your financial expertise to design, test, and refine AI systems that simulate wealth management, retirement planning, and investment advisory workflows.

Key Responsibilities

  • Evaluate AI-generated financial plans for accuracy, compliance, and client relevance.
  • Calibrate investment and retirement planning models for soundness and suitability.
  • Simulate and audit workflows including asset allocation, risk profiling, and income planning.
  • Review and refine AI-produced reports, recommendations, and financial strategies.

Qualifications / Skills Required

  • 2+ years of experience as a Financial Advisor, Wealth Manager, or related role.
  • Bachelor’s degree in Finance, Business, Economics, or related field.
  • Strong understanding of retirement, estate, and investment planning principles.
  • Excellent written and verbal communication skills.

Key skills/competency

  • Financial Analysis
  • AI Systems
  • Wealth Management
  • Retirement Planning
  • Investment Advisory
  • Risk Profiling
  • Asset Allocation
  • Compliance
  • Audit
  • Calibration
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How to Get Hired at Taskify

🎯 Tips for Getting Hired

  • Research Taskify's culture: Understand their mission and recent projects.
  • Customize your resume: Highlight financial advising and AI project experience.
  • Prepare for technical interviews: Review finance models and compliance standards.
  • Showcase communication skills: Demonstrate clear, effective reporting capabilities.

📝 Interview Preparation Advice

Technical Preparation

Review financial modeling techniques and compliance standards.
Practice using AI simulation tools relevant to finance.
Study asset allocation and risk profiling methodologies.
Refine skills in financial report analysis.

Behavioral Questions

Describe a complex financial challenge handled.
Explain your approach when collaborating remotely.
Discuss a time you refined a financial strategy.
Illustrate handling constructive feedback on reports.

Frequently Asked Questions