Investment Banking Specialist
@ Taskify

Hybrid
$180,000
Hybrid
Contractor
Posted 7 hours ago

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

About the Investment Banking Specialist Role

One of our clients is hiring experienced Investment Services professionals to collaborate with a leading AI research lab on an innovative financial intelligence project. This remote opportunity is open to candidates worldwide.

Key Responsibilities

  • Evaluate AI-generated investment outputs for quality, accuracy, and strategic alignment.
  • Calibrate AI decision-making across valuation modeling, portfolio analysis, financial forecasting, and risk assessment.
  • Review and improve model performance in varied financial and investment scenarios.
  • Provide expert feedback on investment logic, methodology, and presentation quality.

Qualifications and Skills Required

  • 2+ years of experience in investment banking, private equity, asset management, or equity research.
  • Bachelor’s degree in Finance, Economics, Business Administration, or a related quantitative field.
  • Advanced degrees (MBA) or certifications such as CFA, CPA, or CAIA are a plus.
  • Strong financial modeling, valuation, portfolio construction, and risk-return analysis skills.
  • Solid understanding of investment processes and strategic frameworks.
  • Excellent analytical, communication, and presentation skills with strong attention to detail.

Key skills/competency

  • Investment Banking
  • AI Integration
  • Financial Modeling
  • Valuation
  • Portfolio Analysis
  • Risk Assessment
  • Strategic Alignment
  • Analytical Skills
  • Communication
  • Presentation
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How to Get Hired at Taskify

🎯 Tips for Getting Hired

  • Research Taskify's culture: Review mission, values, and team insights.
  • Customize your resume: Highlight investment services expertise.
  • Tailor your cover letter: Emphasize AI and finance skills.
  • Prepare for interviews: Brush up on financial modeling techniques.
  • Network on LinkedIn: Connect with current employees.

📝 Interview Preparation Advice

Technical Preparation

Review financial modeling techniques.
Practice valuation and risk analysis.
Study AI applications in finance.
Brush up on portfolio construction methods.

Behavioral Questions

Describe handling complex financial analyses.
Explain a time of teamwork challenges.
Discuss adapting to new technologies.
Share an instance of strategic problem solving.

Frequently Asked Questions