Retail Investment Analyst

This role offers a unique opportunity to engage with advanced financial intelligence systems designed for individual investors. As a Retail Investment Research Specialist, you will work closely with self-directed market participants who actively engage with equities and seek to enhance their decision-making capabilities. Your expertise will help train and evaluate AI systems that aim to replicate and enhance the thought processes of real-world investors, focusing on understanding market movements, evaluating opportunities, and improving investment outcomes.

• Research stocks, sectors, and market trends using publicly available and professional tools (e.g., screeners, filings, TradingView, financial news).
• Form 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.