Investment Banking Specialist (Remote)

Taskify Ai; A distancia; MXN 400,000 - 600,000; A tiempo parcial

Descripción de la vacante

A leading technology firm is seeking an Investment Services Expert to work remotely. This role involves collaborating with an AI research lab on innovative financial intelligence projects. Candidates should have at least 2 years of investment banking experience and a relevant bachelor's degree. Responsibilities include evaluating AI outputs and providing expert feedback on investment methodologies. This position offers competitive compensation up to $15,000 per month.

Formación

• 2+ years of experience in investment banking or related fields.
• Strong proficiency in financial modeling.
• Solid understanding of investment processes.

Responsabilidades

• Evaluate AI-generated investment outputs for quality and accuracy.
• Calibrate AI decision-making across financial scenarios.
• Provide expert feedback on investment logic.

Conocimientos

Investment banking experience

Financial modeling proficiency

Valuation skills

Analytical skills

Communication skills

Educación

Bachelor's degree in Finance, Economics or related field

Advanced degrees (MBA) or certifications (CFA, CPA, CAIA)

Descripción del empleo

We're Hiring Investment Services Experts (Remote) | Earn Up To $15,000 Per Month

Location: Remote | Open to candidates worldwide

About the 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.

In this role, you'll 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, accuracy, and strategic alignment.
• Calibrate AI decision-making across valuation modeling, portfolio analysis, financial forecasting, and risk assessment.
• Review and improve model performance in financial and investment scenarios.
• Provide expert feedback on investment logic, methodology, and presentation quality.

Qualifications / Skills Required

• 2+ years of experience in investment banking, private equity, asset management, equity research, or related buy-side / sell-side roles.
• 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 proficiency in financial modeling, valuation, portfolio construction, and risk-return analysis.
• Solid understanding of investment processes, business performance metrics, and strategic frameworks.
• Excellent analytical, communication, and presentation skills with attention to detail and accuracy.

Seniority level: Entry level | Employment type: Contract | Job function: Accounting / Auditing, Analyst, and Finance | Industries: Technology, Information and Internet, Investment Banking, and Investment Management | Referrals increase your chances of interviewing at Taskify AI by 2x #J-

Apply Now!