Investment Banking Specialist
@ Taskify

Hybrid
$180,000
Hybrid
Contractor
Posted 4 hours ago

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

About the Role

Taskify is seeking experienced Investment Services professionals to collaborate with a leading AI research lab on an innovative financial intelligence project. In this role as Investment Banking Specialist, you will use your domain expertise to design, test, and refine advanced AI systems simulating 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 improve 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 related roles.
  • Bachelor’s degree in Finance, Economics, Business Administration or related quantitative field.
  • Advanced degrees (MBA) or certifications (CFA, CPA, CAIA) are a plus.
  • Strong proficiency in financial modeling, valuation, portfolio construction, and risk-return analysis.
  • Excellent analytical, communication, and presentation skills with acute attention to detail.

Key skills/competency

  • Investment Banking
  • Financial Modeling
  • Valuation
  • Risk Assessment
  • Portfolio Analysis
  • Private Equity
  • Asset Management
  • AI Systems
  • Analytical Skills
  • Communication
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How to Get Hired at Taskify

🎯 Tips for Getting Hired

  • Customize your resume: Highlight relevant investment and AI experience.
  • Showcase financial skills: Emphasize modeling and portfolio analysis proficiency.
  • Research Taskify: Understand their culture and innovation focus.
  • Prepare for interviews: Practice technical and behavioral questions.

📝 Interview Preparation Advice

Technical Preparation

Review valuation models and financial forecasting techniques.
Practice financial modeling and portfolio analysis.
Study AI application in investment scenarios.
Update skills in risk assessment methodologies.

Behavioral Questions

Describe a challenging financial analysis experience.
Explain your approach to teamwork in remote settings.
Share feedback experience on model improvements.
Discuss handling tight deadlines in projects.

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