Job Description

Job Description Our client, a fast-growing AI fintech startup serving institutional financial services, is 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 clients to understand their workflows and help them fundamentally transform them using the company’s AI platform. This is a finance role at the frontier of AI adoption. When a client engages, they get an AI platform deployed in their cloud - their data, their environment, and 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 to the company - surfacing what's working, what's missing, and what should be built next, partnering with product and engineering to shape the platform accordingly. What You'll Do 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. Translate client workflows into skills, agents, and connectors. Partner with engineering to convert what you learn on the ground into new data connectors, skills, and agents - bridging "how investment teams think" with "how the platform is built". Contribute to the product feedback loop. Be a daily power user of the platform and bring structured, actionable feedback to the product team to shape what gets built next. Build the knowledge base for your domain. Contribute to the company’s skill and agent library across research, risk, operations, data science, and technology - building playbooks that can be deployed and continuously improved across every client relationship. What You Bring Required: 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 Demonstrated track record in fundamental research, quantitative research, or data science at a top-tier financial institution Multiple hands-on AI projects (e.g., GitHub repository of skills, side projects, demonstrated practical AI interests) Avid user of AI tools - genuine integration into workflows, not just experimentation - with strong views on what works, what breaks, and where the leverage is Hands-on experience with financial data vendors (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 executives at top hedge funds Preferred: Experience across multiple investment disciplines (e.g., research and risk, or research and quantitative methods) or prior 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 Why Join Join an elite team at the frontier of AI adoption in financial services. You'll work directly with senior investment professionals at top hedge funds, shape how AI transforms research and risk workflows, and have a direct line to product and engineering on what gets built next. #J-18808-Ljbffr Workaholic360

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