AI-Enabled Fundamental Analysis Lead

Selby Jennings; New York (NY); On-site; USD 250,000 - 400,000; Full time

Job summary

Selby Jennings is seeking exceptional candidates to join an AI-driven investment platform that enhances fundamental research and capital allocation across public markets. The role blends investing with advanced AI work, training models and performing rigorous research across equities and credit.

You will build and evaluate models for financial reasoning, maintain sector coverage, and generate actionable investment ideas while contributing to capital deployment decisions.

Qualifications

• Experience in investment banking, buy-side investing, asset management, hedge funds or portfolio management.
• Strong foundation in fundamental analysis, valuation, financial modeling and security selection.
• Experience in joining an AI laboratory and working with large language models for financial tasks.
• Desire to return to investing while helping build AI systems for investment research.

Responsibilities

• Train proprietary AI systems to perform sophisticated fundamental investment research.
• Create and evaluate model outputs for company analysis, financial statement interpretation, valuation, earnings, credit underwriting, investment thesis and portfolio construction.
• Design benchmarks and evaluation frameworks to measure financial reasoning quality.
• Partner with engineers, quantitative researchers, and PMs to improve model performance.
• Maintain sector and company coverage; conduct deep fundamental research across equities and/or credit.
• Build financial models and perform valuation analysis; generate investment recommendations and trade ideas.
• Present investment views to portfolio managers and leadership; participate in capital deployment discussions.
• Leverage internal AI tools to improve investment outcomes.

Skills

Investment banking background

Buy-side investing

Fundamental analysis

Financial modeling

Valuation

Security selection

AI/ML in finance

Teaching/LLMs in finance

Portfolio management

Job description

A leading global multi-strategy investment manager is building an AI-driven investment platform designed to enhance fundamental research and capital allocation across public markets.

The firm is seeking individuals who began their careers in investment banking, hedge funds, asset management, private credit, public equities, or portfolio management, and subsequently transitioned to a leading AI laboratory where they have been responsible for training, evaluating, and improving frontier AI models on complex financial and investment-related tasks.

This is a highly unique role sitting at the intersection of investing and artificial intelligence. Successful candidates will help train the next generation of proprietary investment models while simultaneously functioning as an investor, conducting fundamental research, maintaining sector coverage, generating investment ideas, and participating in capital deployment decisions.

The ideal candidate is someone who:

• Started their career in investment banking, buy-side investing, asset management, hedge funds, or portfolio management
• Developed a strong foundation in fundamental analysis, valuation, financial modeling, and security selection
• Later joined a leading AI laboratory
• Has been directly involved in teaching, evaluating, or improving large language models on financial reasoning and investment-related problems
• Wants to return to investing while helping build AI systems that can perform institutional-quality investment research

A leading global multi-strategy investment manager is building an AI-driven investment platform designed to enhance fundamental research and capital allocation across public markets.

The firm is seeking individuals who began their careers in investment banking, hedge funds, asset management, private credit, public equities, or portfolio management, and subsequently transitioned to a leading AI laboratory where they have been responsible for training, evaluating, and improving frontier AI models on complex financial and investment-related tasks.

This is a highly unique role sitting at the intersection of investing and artificial intelligence. Successful candidates will help train the next generation of proprietary investment models while simultaneously functioning as an investor, conducting fundamental research, maintaining sector coverage, generating investment ideas, and participating in capital deployment decisions.

The ideal candidate is someone who:

• Started their career in investment banking, buy-side investing, asset management, hedge funds, or portfolio management
• Developed a strong foundation in fundamental analysis, valuation, financial modeling, and security selection
• Later joined a leading AI laboratory
• Has been directly involved in teaching, evaluating, or improving large language models on financial reasoning and investment-related problems
• Wants to return to investing while helping build AI systems that can perform institutional-quality investment research

Key Responsibilities

AI Model Development

• Train proprietary AI systems to perform sophisticated fundamental investment research
• Create and evaluate model outputs related to:
  • Company analysis
  • Financial statement interpretation
  • Valuation
  • Earnings analysis
  • Credit underwriting
  • Investment thesis generation
  • Portfolio construction
• Design benchmarks and evaluation frameworks that measure the quality of financial reasoning
• Partner with engineers, quantitative researchers, and portfolio managers to improve model performance

Fundamental Investment Research

• Maintain sector and company coverage responsibilities
• Conduct deep fundamental research across equities and/or credit markets
• Build financial models and perform valuation analysis
• Generate investment recommendations and actionable trade ideas
• Present investment views directly to portfolio managers and investment leadership

Capital Deployment

• Participate in portfolio construction discussions
• Evaluate risk/reward profiles of investment opportunities
• Monitor positions and performance attribution
• Leverage internally developed AI tools to improve investment outcomes