Investment Banking Specialist
@ Taskify

Hybrid
$180,000
Hybrid
Contractor
Posted 17 hours ago

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XXXXXXXX XXXXXXXXXXX XXXXXXX***** @taskify.com
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Job Details

Investment Banking Specialist

We're Hiring Investment Services Experts to collaborate with a leading AI research lab on an innovative financial intelligence project. This remote role welcomes candidates worldwide.

About the Role

You will use your domain expertise to help design, test, and refine advanced AI systems that simulate real-world workflows across investment banking, private equity, asset management, and equity research.

Key Responsibilities

  • Evaluate AI-generated investment outputs for quality and accuracy.
  • Calibrate AI decision-making in valuation modeling and portfolio analysis.
  • Review and enhance model performance in financial scenarios.
  • Provide expert feedback on investment logic and methodology.

Qualifications / 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 like CFA, CPA, or CAIA are a plus.
  • Strong financial modeling and valuation skills.
  • Excellent analytical, communication, and presentation skills.

Key skills/competency

  • Investment Banking
  • Financial Modeling
  • Valuation
  • Portfolio Analysis
  • Risk Assessment
  • AI Systems
  • Investment Research
  • Strategic Feedback
  • Quantitative Analysis
  • Excellent Communication
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How to Get Hired at Taskify

🎯 Tips for Getting Hired

  • Customize resume: Tailor your achievements to finance roles.
  • Highlight analytics: Emphasize financial modeling expertise.
  • Research Taskify: Understand company’s mission and projects.
  • Prepare examples: Use concrete success stories.

📝 Interview Preparation Advice

Technical Preparation

Review financial modeling techniques.
Practice valuation and portfolio analysis.
Study AI applications in finance.
Analyze investment risk assessment models.

Behavioral Questions

Describe a challenging investment analysis situation.
Explain a decision-making example in finance.
Discuss teamwork on complex projects.
Share experience with client feedback.

Frequently Asked Questions