Forward Deployed Research Analyst
New York, NY · On-site with clients · Full-time · 2 openings
Aboutthe role
Our client, an AI fintech startup, is building a small team ofApplied AI Analysts drawn
from fundamental research, data science, portfolio management and risk. You'll work side
by side with investment professionals at top hedge funds and asset managers, learn how
they work, and transform those workflows with the company's AI platform.
The platform runs inside each client's own cloud, using their data, environment and
governance. This is a hands-on, client-facing role for someone who knows investment
research from the inside and already uses AI every day.
What you'll do
Work on-site with portfolio managers and research analysts to find where automation
and AI can help, then build production-grade AI workflows.
Turn client workflows into skills, agents and data connectors with the engineering
team, using your investment expertise to shape the platform.
Use the platform every day and give clear, actionable product feedback: what works,
what's missing, what to build next.
Build and maintain domain playbooks and a shared library of skills and agents across
research, risk, operations, data science, technology, data and trading.
What we're looking for
A proven track record in core equity research (fundamental, quantitative or data
science) at a top-tier financial institution.
3–7 years of experience at a top-tier hedge fund, asset manager, sell-side research
firm, RMS vendor platform or institutional investment fund.
EverydayAI use built into how you work, with informed views on where AI tools shine,
where they fail, and where they add the most value.
Several hands-on AI projects you can show us, such as a GitHub repo of research skills,
side projects or other practical AI work. Interest in AI alone isn't enough.
Forward Deployed Research Analyst – Job Description
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Hands-on experience with financial data vendors such as Bloomberg, Visible Alpha,
FactSet, PitchBook or CapIQ.
The ability to build trust quickly, ask sharp questions and handle open-ended
conversations with senior investors and C-suite executives at top hedge funds.
Nice to have
Experience across more than one investment discipline, such as research and risk, or
research and quantitative methods.
Client-facing or forward-deployed experience.
Technical skills with data APIs or MCP connectors, SQL or Python, core dataprocessing libraries, or agentic AI frameworks.
Location, compensation and how to apply
Location: New York, NY, working on-site at client offices.
Compensation: Competitive base plus bonus and equity. Details are shared at the first
call.
Work authorization: Visa transfers are welcome, including OPT and H-1B transfers. We
can't sponsor new H-1B petitions.
