Investment lead

Boston, MA

4 Days onsite

6+ Month contract with the potential to convert

$60 per hour

Responsibilities

• Assess current state AI usage across investment teams and identify repeatable best practice workflows for research, modeling, synthesis, ongoing model maintenance, and data collection.
• Design and deliver live and asynchronous training sessions on applied AI usage for investors, including prompting techniques, iterative refinement, validation methods, and responsible automation.
• Develop reusable playbooks, templates, and example workflows for high impact use cases such as company primers, TAM construction, earnings call distillation, qualitative pricing research, AI assisted updating of analyst financial models, and structured data gathering via web-based sources.
• Train investors on effective use of AI for non-obvious and hard to find information, including synthesizing insights from forums, filings, customer commentary, and improving the cleaning, structuring, and aggregation of data from third party vendors and unstructured public sources.
• Provide guidance on AI assisted data science, modeling, and web scraping workflows, including the use of AI to help generate, explain, and maintain Python scripts for data collection, cleaning, normalization, and organization, while maintaining appropriate human oversight.
• Educate teams on known limitations of LLMs, including numerical accuracy issues, logic errors, scraping reliability, and establish clear validation standards.
• Partner with internal stakeholders as needed to align AI enablement with governance, data handling, and responsible usage expectations.

Requirements

• Post graduate degree with meaningful depth in both finance and computer science or closely related fields.
• Demonstrated experience applying Generative AI or LLM tools in professional analytical or investment research workflows.
• Strong understanding of the investment research process, including company analysis, financial modeling, market sizing, earnings analysis, and ongoing model maintenance.
• Programming proficiency sufficient to support and teach AI assisted workflows, with Python strongly preferred, including familiarity with basic web data collection concepts.
• Ability to translate technical concepts into clear, practical guidance for analysts and portfolio managers.
• Excellent written and verbal communication skills, with comfort delivering training sessions and hands-on workshops.
• Strong judgment and analytical rigor, including an understanding of when AI outputs require manual verification, additional sourcing, or human intervention.

If interested, please reach out to [email protected]

KBW789