Forward Deployed Research Analyst

Job Description

Job Description

Career Renew is recruiting for one of its clients a Forward Deployed Research Analyst - this is a hybrid role in NYC. Salary range: 200-250K USD base plus benefits plus equity.

We are 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 our platform. This is a finance role at the frontier of AI adoption.

 

When a client engages us, they get an AI platform deployed in their cloud – their data, their environment, 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 our 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 our knowledge base for your domain. Contribute to our 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 we can deploy and continuously improve across every client relationship.

Requirements :

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 (Mandatory)

Demonstrated track record in a  core equity research function such as fundamental research, quantitative research, or data science at a top tier financial institution (Mandatory)

Multiple hands-on projects building with AI (e.g., GitHub repository of skills built for research, various side projects, and other demonstrated practical AI interests) (Mandatory)

Experience across multiple investment disciplines (e.g., both research and risk, or research and quantitative methods) or client-facing / forward-deployed experience (Nice-to-have)

Avid user of AI tools (genuine integration into workflows vs experimentation) and have strong views on what works, what breaks, and where the leverage is (Mandatory)

Hands-on experience leveraging financial data vendors (e.g., Bloomberg, Visible Alpha, FactSet, PitchBook, CapIQ, or similar) (Mandatory)

Technical proficiency with data APIs or MCP connectors, SQL/Python for data processing, core libraries, and/or agentic AI frameworks (Nice-to-have)

Ability to build trust quickly, ask the right questions, and navigate unstructured conversations with senior investors and C-suite execs at top hedge funds (Mandatory)

Why you should join us

• Career Reinvention Without Starting Over – This role is for research analysts who love the intellectual rigour of fundamental equity research but have grown frustrated with the grind: the long hours, the tedious manual processes, and the limited upward trajectory beyond portfolio management. We let you leverage everything you have built across your research career while shedding the parts that make the job unsustainable. You are not pivoting away from finance – you are redefining what finance work looks like in the AI era.

• Skip the AI Adoption Lag – Most hedge funds are still years away from meaningfully integrating AI into their core investment workflows. If you believe AI will transform how research gets done and are tired of waiting for your firm to catch up, we put you at the frontier of that transformation today. You will not be experimenting on the side or lobbying for internal adoption – building and deploying AI-powered research workflows is the job.

• Genuine Ownership and Direct Access to Decision-Makers – With a lean team and no layers of bureaucracy, individuals at all levels are trusted to drive decisions and outcomes – with scope meaningfully broader than at larger or more structured organisations. That same flatness extends to the client side: you are working on-site directly alongside heads of research and C-suite executives at some of the most sophisticated hedge funds in the world. That level of visibility is extremely difficult to access from a traditional analyst seat, and it compounds over time.

• Ground-Floor Team With Real Momentum – We are building this forward-deployed analyst function from scratch and looking to scale from one or two people to five as quickly as possible. Joining now means you are not slotting into an established team with rigid processes – you are helping define the playbook for how AI adoption gets delivered to institutional investors.

• Bootstrapped, Post-PMF, and Built to Last – We've reached $10M+ ARR with a lean team and no external funding – a strong signal of genuine product-market fit built on real revenue, not VC runway. There are no externally imposed milestones or investor pressure dictating the roadmap. For candidates who want to join at the most exciting inflection point – where the product has proven itself but the scaling is still ahead – this is a rare opportunity to have outsized impact and grow alongside the business as it enters its next phase.

• R&D Culture Within a Commercial Business – The company operates like a hybrid between a SaaS startup and an R&D team – constantly evaluating new developments in AI and accommodating the roadmap accordingly. Engineers are not just building towards a fixed vision; they are actively contributing to how that vision evolves. The culture values curiosity, craft, and elegant solutions to genuinely hard problems.

• Calibre of the Team – The engineering team brings experience from some of the most demanding institutions in finance and technology – Citadel, Goldman Sachs, Millennium, and D.E. Shaw. For candidates who care about the quality of the people they work alongside and who they can learn from, this is a meaningful signal.