Forward Deployed Research Analyst

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…