Equity Research Analyst

Workaholic360; New York (NY); On-site; USD 120,000 - 170,000; Full time

Job summary

Workaholic360 seeks an Applied AI Analyst to join a fast-growing AI fintech startup serving institutional finance. You will embed with clients, understand their workflows, and build AI-driven production-grade workflows within the platform to transform how investment teams operate.

You will translate client processes into skills and connectors, work with product and engineering on enhancements, and help build a reusable knowledge base across research, risk, data science, and technology for

Qualifications

• 3-7 years of experience in a core equity research function at a top-tier institution.
• Proven track record in fundamental or quantitative research or data science.
• Multiple hands-on AI projects with practical workflow integration.
• Strong use of AI tools integrated into professional workflows.
• Hands-on experience with financial data vendors (Bloomberg, FactSet, CapIQ, etc.).
• Ability to build trust and extract requirements from senior investment professionals.

Responsibilities

• Embed with clients on-site and drive AI-led workflow transformation.
• Translate client workflows into skills, agents, and connectors.
• Contribute to the product feedback loop to shape platform features.
• Build a knowledge base of playbooks across research, risk, and data science.

Skills

Equity research

Data science

AI project experience

Finance domain knowledge

Hands-on AI tools

GitHub projects

SQL/Python

Tools

SQL

Python

APIs

MCP connectors

Bloomberg/FactSet/CapIQ

Job description

Job Description

Our client, a fast-growing AI fintech startup serving institutional financial services, is building a small, elite team of Applied AI Analysts - seasoned finance practitioners from fundamental research, data science, and portfolio and risk management - who will work with clients to understand their workflows and help them fundamentally transform them using the company’s AI platform.

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, and 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 You Bring

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

Preferred:

• Experience across multiple investment disciplines (e.g., research and risk, or research and quantitative methods) or prior client-facing/forward-deployed experience
• Technical proficiency with data APIs or MCP connectors, SQL/Python for data processing, core libraries, and/or agentic AI frameworks

Why Join

Join an elite team at the frontier of AI adoption in financial services. You'll work directly with senior investment professionals at top hedge funds, shape how AI transforms research and risk workflows, and have a direct line to product and engineering on what gets built next.