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, 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 is 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