We're building a small, elite team of Applied AI Analysts - seasoned finance practitioners from fundamental research, data science, and portfolio and risk management - who will work with our clients to understand their workflows and help them fundamentally transform them with our AI platform. This is a finance role at the frontier of AI adoption.
When a client engages us, they get an AI platform deployed in their cloud - their data, their environment, their governance. Your job is to sit alongside their investment professionals, understand how they work, and build AI workflows within that platform to transform how they operate.
You'll also serve as one of the sharpest feedback signals we have - surfacing what's working, what's missing, and what should be built next, and partnering with product and engineering to shape the platform accordingly.
Key Responsibilities
Embed with clients and drive AI-led workflow transformation. Work on-site with PMs and research analysts to understand how they work today, identify high leverage opportunities for automation and augmentation, and build production grade AI workflows that transform their processes.
Translate client workflows into skills, agents, and connectors. Partner with our engineering team to convert what you learn on the ground into new data connectors, skills, and agents. You're the bridge between how investment teams think and how the platform is built, and your domain fluency is what makes that translation meaningful and precise.
Contribute to the product feedback loop. Be a daily power user of the platform and bring structured, actionable feedback to our product team for new features. You'll be one of the sharpest signals we have on what's working, what's missing, and what to build next.
Build the company's knowledge base for your domain. Contribute to the skill and agent library of best-in-class research, risk, operations, data science, and technology best practices. These skills are designed to work collectively as a single knowledge base for AI to connect technology, data, research, risk, and trading into a single platform. You are responsible for building the playbooks that can be deployed and continuously improved across every client relationship.
- Demonstrated track record in a core equity research function such as fundamental research, quantitative research, or data science at a top tier financial institution
- Avid user of AI tools (genuine integration into workflows vs experimentation) and have strong views on what works, what breaks, and where the leverage is
- 3 - 7 years of experience in a core equity research function at a top tier hedge fund, asset manager, sell side research, RMS vendor platform, or institutional investment fund
- Multiple hands-on projects building with AI (e.g., GitHub repository of skills built for research, various side projects, and other demonstrated practical AI interests)
- Hands-on experience leveraging financial data vendors (e.g., Bloomberg, Visible Alpha, FactSet, PitchBook, CapIQ, or similar)
- Ability to build trust quickly, ask the right questions, and navigate unstructured conversations with senior investors and C-suite execs at top hedge funds
- Experience across multiple investment disciplines (e.g., both research and risk, or research and quantitative methods) or client-facing / forward-deployed experience
- Technical proficiency with data APIs or MCP connectors, SQL/Python for data processing, core libraries, and/or agentic AI frameworks