Jay Staffing Partners is conducting a confidential search for a growing financial technology company seeking a Forward Deployed Research Analyst to work at the intersection of institutional investing, financial research, and applied artificial intelligence.

This is not a traditional investment research position, nor is it a conventional software engineering role.

The successful candidate will bring meaningful experience from institutional finance and use that expertise to help sophisticated investment professionals integrate AI into research and decision-support workflows.

You'll work directly with clients to understand how their investment teams operate, identify processes that can be improved through AI and automation, and develop practical solutions that can be incorporated into their day-to-day work.

This opportunity is particularly well suited for someone who already uses AI extensively in their own financial work and wants to help shape how the technology is adopted across institutional investing.

What You'll Do

• Work directly with investment professionals to understand research processes, data requirements, and existing workflows.
• Identify high-value opportunities where AI and automation can improve the speed, quality, or scalability of financial analysis.
• Design and implement AI-enabled workflows tailored to real investment use cases.
• Translate complex investment processes into clear requirements for technical and product teams.
• Collaborate with engineers and product specialists to improve data integrations, analytical capabilities, and AI functionality.
• Test new platform capabilities against real-world financial use cases.
• Gather structured feedback from users and communicate product gaps, opportunities, and priorities internally.
• Develop repeatable approaches and best practices that can be applied across client engagements.
• Help establish reusable financial research and analytical workflows as the company's technology evolves.
• Serve as a subject-matter expert connecting institutional investment practices with emerging AI capabilities.

What We're Looking For

Candidates should bring approximately 3–7 years of professional experience within institutional investment research or a closely related analytical function.

Relevant backgrounds may include:

• Fundamental equity research
• Quantitative research
• Investment-focused data science
• Portfolio analytics
• Risk and investment analytics
• Institutional financial research

Experience may come from hedge funds, asset managers, institutional investment organizations, financial research businesses, or other sophisticated investment environments.

Applied AI Experience

Strong candidates won't simply be interested in artificial intelligence—they will already have practical experience using it.

We're particularly interested in candidates who:

• Incorporate AI tools into their regular research or analytical workflow.
• Have built projects, tools, automations, or workflows using modern AI technologies.
• Can explain where current AI systems provide meaningful value and where they fall short.
• Have experimented with applying AI to real financial research or data problems.
• Are comfortable learning new tools and developing solutions without an established playbook.

Personal technical projects, prototypes, repositories, or other examples of hands-on experimentation are highly relevant.

Financial & Technical Experience

Candidates should have experience working with institutional financial data and research platforms and understand how investment professionals obtain, evaluate, and analyze financial information.

Additional technical experience may include:

• Python
• SQL
• Financial or market-data APIs
• Data-processing workflows
• API-based integrations
• AI application development
• Agent-based or automated workflow systems

You do not need to be a traditional software engineer. However, you should be technically curious and comfortable working closely with engineering teams.

Client-Facing Skills

Because this position works directly with sophisticated financial professionals, strong communication and relationship-building skills are essential.

You should be comfortable:

• Working directly with senior investment professionals and business leaders.
• Asking detailed questions to uncover how an organization actually operates.
• Navigating conversations where requirements may initially be unclear.
• Translating financial concepts for technical audiences.
• Translating technical capabilities into practical applications for financial users.
• Building credibility quickly with experienced professionals.

What Makes This Role Different

This role combines investment expertise, client engagement, technology, and product development.

Rather than producing research exclusively for an investment team, you'll use your financial expertise to help multiple sophisticated users rethink how research and analytical work can be performed with emerging technology.

You'll also have direct influence on product development by identifying recurring client needs and working with technical teams to turn those observations into scalable capabilities.

Preferred Qualifications

Additional consideration may be given to candidates with:

• Experience spanning multiple investment or analytical disciplines.
• Previous consulting, implementation, or client-facing experience.
• Experience building AI-enabled research tools or automations.
• Strong Python or SQL capabilities.
• Experience working with financial-data APIs and integrations.
• Familiarity with modern AI development frameworks and automated workflows.

Compensation

The anticipated base salary range is $200,000–$250,000, plus bonus and equity.

Final compensation will depend on experience, qualifications, and overall fit.

Location

This position is based in New York City and involves meaningful direct interaction with clients.

Candidates should be comfortable working closely with client teams and participating in on-site engagements when required.

Certain existing U.S. visa classifications and transfers may be considered for qualified candidates. Specific work authorization circumstances will be evaluated individually.

Confidential Search

Additional information regarding the company, technology, customers, and specific client engagements will be provided to qualified candidates as they progress through the recruiting process.