Research Analyst
staffgreatcomNew York (NY)
About the role
Our client, an AI fintech startup, is building a small, elite team of Applied AI Analysts: seasoned finance practitioners from fundamental research, data science, and portfolio and risk management. These analysts will work directly with the company's clients to understand their workflows and fundamentally transform them using the company's AI platform. This is a finance role at the frontier of AI adoption.
Key Responsibilities:
Embed with clients and drive AI-led workflow transformation. Work on-site with PMs and research analysts to understand their current workflows, find 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 engineering to turn 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. Your domain fluency is what makes that translation precise. Contribute to the product feedback loop. Use the platform daily and bring structured, actionable feedback to the product team on new features. Build the platform's knowledge base for your domain. Contribute to a library of skills and agents covering best practices in research, risk, operations, data science, and technology. These skills work together as a single knowledge base that lets AI connect technology, data, research, risk, and trading in one platform. You'll own the playbooks the company deploys and continuously improves across every client relationship.
Must-Haves:
A proven track record in a core equity research function (fundamental research, quantitative research, or data science) at a top-tier financial institution Avid, everyday use of AI tools, built into your workflow rather than just experimented with, with strong views on what works, what breaks, and where the leverage isCore Qualifications3 to 7 years of experience in a core equity research function at a top-tier hedge fund, asset manager, sell-side research firm, RMS vendor platform, or institutional investment fund Multiple hands-on projects building with AI (for example, a GitHub repository of research skills, side projects, or other practical AI work) Hands-on experience with financial data vendors such as Bloomberg, Visible Alpha, FactSet, PitchBook, or CapIQAbility to build trust quickly, ask the right questions, and handle unstructured conversations with senior investors and C-suite executives at top hedge funds
Nice-to-Haves:
Experience across more than one investment discipline (for example, research and risk, or research and quantitative methods), or client-facing / forward-deployed experience Technical skills with data APIs or MCP connectors, SQL/Python for data processing, core libraries, and/or agentic AI frameworks
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
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Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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