AI-Driven Equity Research Analyst
About Us
We are a private investment firm focused on identifying high-growth and asymmetric opportunities across public and private markets. Our investment themes include artificial intelligence infrastructure, semiconductors, data centers, digital assets, Bitcoin treasury strategies, and special situations.
We are seeking an AI-native Equity Research Analyst / Investment Research Engineer to help build a next-generation investment research platform that combines artificial intelligence, automation, alternative data, and deep fundamental research to identify differentiated stock ideas before they become widely recognized.
This is not a traditional Wall Street analyst role. We are looking for someone entrepreneurial, intellectually curious, highly analytical, and passionate about markets, technology, and building systems.
Responsibilities: Equity Research & Idea Generation
- Identify asymmetric investment opportunities across small-cap, mid-cap, and emerging growth companies
- Conduct deep-dive fundamental research on public companies
- Analyze SEC filings, earnings transcripts, capital raises, insider activity, and market structure
- Develop investment theses, valuation frameworks, and catalyst-driven research reports
- Monitor thematic sectors including:
- AI infrastructure
- Data centers
- Semiconductors
- Bitcoin and digital asset ecosystems
- Cloud/GPU infrastructure
- Power, cooling, and networking infrastructure
- Special situations and microcap opportunities
AI & Automation
- Build AI-assisted workflows to improve research efficiency and stock discovery
- Use large language models and AI tools to summarize filings, analyze transcripts, identify trends, and rank opportunities
- Develop semi-automated research systems and dashboards
- Create screening tools for:
- Free cash flow inflections
- Revenue acceleration
- Insider buying
- Unusual trading activity
- Sentiment analysis
- Capital markets activity
- Relative valuation dislocations
- Integrate alternative data sources into investment research processes
Data & Systems
- Work with APIs, datasets, and financial platforms to automate data collection and analysis
- Build internal watchlists, alerts, dashboards, and idea-tracking systems
- Research and evaluate new AI tools, workflows, and research methodologies
Preferred Qualifications
- 2–7 years of experience in equity research, hedge funds, investment banking, family offices, venture capital, or related fields
- Strong understanding of financial statements, valuation, and public market investing
- Passion for markets and investing with demonstrated independent thinking
- Familiarity with AI tools and research automation
- Experience using tools such as:
- OpenAI / ChatGPT
- Claude
- Perplexity
- Grok
- Python
- APIs and data platforms
- Experience with alternative data, quantitative screening, or automation is a strong plus
- Ability to thrive in a fast-moving, entrepreneurial environment
Ideal Candidate
The ideal candidate is:
- AI-native and highly curious
- Entrepreneurial and self-directed
- Obsessed with markets and idea generation
- Comfortable operating independently
- Able to combine human judgment with AI-driven workflows
- Interested in building next-generation investment research systems
We value intellectual curiosity, speed, creativity, and differentiated thinking over traditional credentials alone.
Pay: $83,203.97 - $100,202.63 per year
Work Location: Remote
