Bachelor's degree in any field with AI tool development experience.
Experience with agentic AI tools like Claude Code for prototype development.
Proficient in coding, debugging, and working with APIs and data feeds.
Understanding of investment research processes and financial modeling.
Strong product-focused mindset to design user-friendly tools.
Excellent problem-solving and judgment skills for independent work.
Familiarity with financial data sources like Bloomberg and FactSet is preferred.
Responsibilities
Analyze and map current research processes by collaborating with teams.
Redesign workflows for investment research using AI technologies.
Prototype and deploy AI-powered solutions to automate research activities.
Iterate on prototypes based on team feedback to ensure effectiveness.
Document successful workflows for team adoption and share best practices.
Ensure compliance with data licensing and firm standards.
Benefits
Medical and prescription drug coverage
401(k) contribution matching
Wellness reimbursement
Family building benefits
Charitable gift match program
Full Job Description
What you'll do day-to-day
Analyze and map current research processes by collaborating closely with analysts and portfolio managers to identify repetitive or high-friction tasks.
Redesign investment research workflows using agentic AI tools, rethinking steps such as idea sourcing, document synthesis, screening, and model maintenance.
Rapidly prototype and deploy AI-powered solutions-leveraging tools like Claude Code-to automate and enhance daily research activities.
Iterate on prototypes based on direct feedback from the investment team, refining tools to ensure adoption and measurable impact.
Document and package successful workflows for broader team use, and share best practices to raise overall AI fluency within the group.
Ensure all solutions comply with data licensing, information barriers, and firmwide compliance standards.
What we're looking for
A bachelor's degree in any field and demonstrated experience building with agentic AI tools (such as Claude Code), including hands-on development of functional prototypes.
Proficiency in reading, modifying, and debugging code, and comfort working with APIs, data feeds, and lightweight scripting (e.g., Python).
Solid understanding of the fundamental investment research process, including familiarity with financial models, thesis development, and monitoring.
Keen product and process orientation, with the ability to translate user needs into practical, usable tools for a fast-paced investment environment.
Excellent problem-solving skills, commercial judgment, and the ability to operate independently amid ambiguity.
Experience with financial data sources (e.g., Bloomberg, FactSet, Capital IQ) and prior work building internal tools or automations is preferred.
The expected annual base salary for this position is $130,000 to $170,000. Our compensation and benefits package includes variable compensation in the form of a year-end bonus, guaranteed in the first year of hire, and benefits including medical and prescription drug coverage, 401(k) contribution matching, wellness reimbursement, family building benefits, and a charitable gift match program.
