Retail Investment Research Specialist for AI Systems

Join a dynamic team as a Retail Investment Research Specialist, where you will play a crucial role in developing advanced financial intelligence systems tailored for individual investors. This position is ideal for self-directed market participants who actively engage with equities and are eager to enhance their decision-making capabilities. Whether you approach the markets with structured strategies or a more reactive mindset, your passion for understanding market movements and evaluating opportunities will be key in helping to train AI systems that emulate real-world investor behavior.

• Research stocks, sectors, and market trends using publicly available and professional tools (e.g., screeners, filings, TradingView, financial news).
• Formulate and articulate investment theses, including entry/exit reasoning, catalysts, and risks.
• Analyze price movements and market events, distinguishing between noise and meaningful signals.
• Evaluate AI-generated insights, summaries, and recommendations for clarity, usefulness, and accuracy.
• Provide feedback on whether outputs improve decision confidence or create confusion.
• Simulate real-world investor workflows, including idea discovery, validation, and portfolio monitoring.
• Identify gaps in reasoning, missing context, or misleading interpretations in AI outputs.

• Active participation in public markets (equities, ETFs, or similar instruments).
• Demonstrated habit of researching and tracking investments independently.
• Ability to explain why a stock is moving or whether a move matters.
• Strong intuition for market sentiment, narratives, and behavioral patterns.
• Comfort using platforms such as Reddit, X (Twitter), Google Finance, Yahoo Finance, TradingView, or similar.
• Clear written communication skills and ability to express investment reasoning.

• Individuals who have developed their own approach to investing, whether structured or evolving.
• Investors who seek deeper insight and faster understanding, rather than surface-level summaries.
• Strong curiosity about markets and a desire to continuously improve decision-making.
• Ability to balance conviction with openness to new information.

• Experience using advanced tools (e.g., Bloomberg, Capital IQ, or similar).
• Familiarity with technical analysis, financial statements, or macroeconomic indicators.
• Prior experience documenting trades, theses, or investment outcomes.

• Contribute to building AI systems that directly impact how millions of individuals invest.
• Flexible, remote engagement (typically 10, 20 hours per week).
• Work at the intersection of real-world investing behavior and cutting-edge AI.
• Opportunity to shape tools that make investment research faster, clearer, and more actionable.