Forward Deployed Research Analyst - Public/Private Equity

Hedgineer; New York (NY); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Cash-flow positive startup

Autonomy and impact

Collaboration with experts

Job summary

A financial technology startup is seeking an Applied AI Analyst to transform workflows in hedge funds using AI. The role involves collaborating closely with investment professionals to build AI workflows and improve operations. Candidates should have 3–6+ years of experience in investment research, hands-on expertise with financial data tools, and strong problem-solving skills. This position offers a chance to directly impact client operations in a cash-flow positive environment, requiring both technical and client-facing capabilities.

Qualifications

• 3–6+ years in hedge fund or asset management in core equity research.
• Active daily user of AI tools like ChatGPT.
• Familiarity with financial data APIs and data processing.

Responsibilities

• Drive AI-led workflow transformation for clients.
• Translate client workflows into platform skills and agents.
• Contribute structured feedback to product teams.

Skills

Financial data vendor experience

Hands-on AI tools user

Client-facing presence

Medium technical proficiency

Ownership mindset

Tools

Bloomberg

SQL

Python

Job description

Hedgineer is building the AI platform for hedge funds and asset managers. We deploy software and custom workflows that make funds AI-native — connecting their data, encoding their expertise into agents and skills, and automating their highest-value workflows. The firms that are winning with AI aren't using better models. They have a more thoughtful ecosystem around them, and that's what we build.

Unlike most AI startups, we're cash-flow positive and client-funded — our growth comes from the trust of our clients, the value we deliver, and the exceptional caliber of our team.

Our team combines engineers from top institutions across finance (Citadel, Goldman Sachs, Millennium, D.E. Shaw, Two Sigma, and Bridgewater) and technology (leading data and AI startups) with forward-deployed specialists who embed directly with clients to automate real workflows. We sit at the intersection of deep finance domain knowledge and cutting-edge AI engineering — closing the gap between what AI can do and what funds are getting out of it.

Role Overview

We’re 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 our clients to understand their workflows and help them fundamentally transform them with the Hedgineer platform. This is a finance role at the frontier of AI adoption.

When a client engages Hedgineer, 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 we have—surfacing what’s working, what’s missing, and what should be built next, and partnering with product and engineering to shape the platform accordingly.

Key Responsibilities

• 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 that transform their processes.
• Translate client workflows into skills, agents, and connectors. Partner with our engineering team to convert what you learn on the ground into new data connectors, skills, and agents. You’re the bridge between “how investment teams think” and “how the platform is built”, and your domain fluency is what makes that translation meaningful and precise.
• Contribute to the product feedback loop. Be a daily power user of the Hedgineer platform and bring structured, actionable feedback to our product team for new features. You’ll be one of the sharpest signals we have on what’s working, what’s missing, and what to build next.
• Build Hedgineer’s knowledge base for your domain. Contribute to Hedgineer’s skill and agent library of best-in‑class research, risk, operations, data science, and technology best practices. These skills are designed to work collectively as a single knowledge base for AI to connect technology, data, research, risk, and trading into a single platform. You are responsible for building the playbooks that Hedgineer can deploy and continuously improve across every client relationship.

Requirements

• 3–6+ years of experience inside a hedge fund, asset manager, sell side research, RMS vendor platform or institutional investment firm in a core equity research function, including fundamental research, quantitative research, or data science.
• Hands‑on experience leveraging financial data vendors — Bloomberg, Visible Alpha, FactSet, PitchBook, Capital IQ, or similar. You understand what these tools are good at, where they fall short, and how investment professionals leverage that information effectively.
• Active, daily user of AI tools. Claude, ChatGPT, Copilot, or similar (not occasional experimentation, but genuine integration into how you work). You’ve formed real opinions on what works, what breaks, and where the leverage is.
• Medium technical proficiency. You don’t need to write production code, but you need to be comfortable leveraging data APIs, processing data with SQL and Python, and using core Python libraries like pandas numpy. When a task requires support from our engineering team, you can scope what’s easy to build vs. complex and be effective at translating domain logic into something an engineer can work with.
• Strong client-facing presence. Comfortable working directly with senior investment professionals and C‑suite executives at some of the best hedge funds in the world. You can build trust quickly, ask questions that get to the real problem, and turn unstructured conversations into structured deliverables.
• High ownership mindset in ambiguous environments. This team is being built from scratch, and the playbook is being written in real time. You’ll need to move fast, self‑direct, and genuinely care about the quality of what you ship.

Strongly Preferred

• Experience across multiple investment disciplines (e.g., both research and risk, or research and quantitative methods)
• Prior experience building or contributing to internal research tools, workflow automation, or data infrastructure at a fund
• Python or SQL—even light proficiency is a strong signal
• Familiarity with MCP connectors and/or agentic AI frameworks like Claude Code, Codex, or OpenClaw
• Prior consulting, client-facing, or forward‑deployed experience at a fintech, data vendor, or investment firm

Why Join Us?

• Be on the ground floor of a new function by helping define what AI adoption means in institutional investing
• Work directly with some of the world’s most sophisticated hedge funds, allocators, and managers to transform how their investment teams operate
• Join a cash-flow positive startup where your work has immediate, measurable impact on company vision and growth
• Collaborate with world‑class engineers and finance practitioners who’ve built systems at the world’s leading funds and technology companies
• Operate with high autonomy in a culture that values curiosity, craft, and elegant solutions to hard problems
• Help redefine how technology powers institutional investing in the AI age