Applied AI Finance Analyst - Transform Client Workflows

StaffGreat.com; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

StaffGreat.com is seeking applications for an Applied AI Analyst role within an AI fintech startup. The analyst will embed with clients, translate workflows into AI-driven skills and connectors, collaborate with engineering on data connectors, and contribute to a knowledge base spanning research, risk, data science, and technology.

Strong background in equity research and hands-on AI usage are essential. The role emphasizes client-facing work, production-grade AI workflows, and ongoing input to

Qualifications

• 3–7 years in a core equity research role at a top-tier institution.
• Regular use of AI tools integrated into workflows with proven impact.

Responsibilities

• Embed with clients to drive AI-led workflow transformation on-site.
• Translate client workflows into skills, agents, and connectors with engineering.
• Provide structured feedback to product teams on new features.
• Contribute to a knowledge base of skills and agents spanning research, risk, and data science.

Skills

Equity research

AI tools usage

Client collaboration

Financial data analysis

Tools

Bloomberg

Visible Alpha

FactSet

PitchBook

CapIQ

Job description

StaffGreat.com is seeking applications for an Applied AI Analyst role within an AI fintech startup. The analyst will embed with clients, translate workflows into AI-driven skills and connectors, collaborate with engineering on data connectors, and contribute to a knowledge base spanning research, risk, data science, and technology.

Strong background in equity research and hands-on AI usage are essential. The role emphasizes client-facing work, production-grade AI workflows, and ongoing input to