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Finance Specialist
Taskify
HybridHybrid
Original Job Summary
About the Role
The Finance Specialist role at Taskify is for experienced Financial Advisors collaborating with a leading AI research lab. You will apply your financial expertise to design, test, and refine AI systems simulating 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 for soundness.
- Simulate and audit workflows such as asset allocation and risk profiling.
- Review and refine AI-produced reports and financial strategies.
Qualifications / Skills Required
- 2+ years of experience in financial advising, wealth management, or related field.
- Bachelor’s degree in Finance, Business, Economics, or related discipline.
- Strong understanding of retirement, estate, and investment planning principles.
- Excellent communication skills for explaining financial strategies.
Key skills/competency
- Financial Analysis
- Advising
- Wealth Management
- AI Systems
- Retirement Planning
- Investment Strategy
- Compliance
- Risk Profiling
- Asset Allocation
- Communication
How to Get Hired at Taskify
🎯 Tips for Getting Hired
- Customize Resume: Tailor your experience in finance and AI.
- Showcase Expertise: Highlight financial advisory skills clearly.
- Network: Connect with Taskify employees on LinkedIn.
- Prepare Insights: Review Taskify projects and AI innovations.
📝 Interview Preparation Advice
Technical Preparation
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Review financial modeling basics.
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Study AI applications in finance.
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Practice compliance and risk auditing.
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Familiarize with asset allocation tools.
Behavioral Questions
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Describe past financial advising challenges faced.
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Explain collaboration in cross-functional teams.
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Detail how you manage tight deadlines.
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Share experience adapting to new technologies.