Finance Specialist
@ Taskify

Hybrid
$180,000
Hybrid
Contractor
Posted 20 days ago

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XXXXXXXX XXXXXXXXXXXXX XXXXXXXX***** @taskify.com
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Job Details

About the Role

Taskify is looking for a Finance Specialist to work remotely on a groundbreaking project with a leading AI research lab. In this role, you will use your financial expertise to help 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 and compliance.
  • Calibrate investment and retirement planning models.
  • Simulate and audit asset allocation, risk profiling, and income planning workflows.
  • Review and refine AI-produced reports and financial strategies.

Qualifications / Skills Required

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

Key skills/competency

Finance, AI, Wealth Management, Retirement Planning, Investment, Compliance, Analysis, Reporting, Communication, Simulation

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How to Get Hired at Taskify

🎯 Tips for Getting Hired

  • Customize your resume: Highlight relevant finance and AI experience.
  • Research Taskify: Understand their innovative projects and values.
  • Prepare examples: Provide past success in financial advising.
  • Network purposefully: Connect with employees on LinkedIn.

📝 Interview Preparation Advice

Technical Preparation

Review financial modeling software.
Practice auditing AI-generated reports.
Study investment risk calibration.
Familiarize with compliance standards.

Behavioral Questions

Describe handling complex financial challenges.
Share a teamwork conflict resolution example.
Explain learning from past mistakes.
Discuss adapting to new technologies.

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