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Responsibilities:

  • Prompt: Develop and iterate realistic prompts that test the relevance and quality of AI-generated insights.
  • Compare human vs. machine judgment: Systematically evaluate divergence between professional advisory judgment and AI outputs.
  • Design frameworks: Translate how practitioners build tailored portfolios into problems that push AI reasoning.

Qualifications:

  • Experience: 5+ years as a Financial Advisor, Portfolio Manager, or CIO at an RIA, private bank, or family office.
  • Familiarity: Deep familiarity with asset allocation, manager selection, alternatives, tax-aware investing.
  • Skills: Ability to articulate investment rationale and financial planning strategy clearly and concisely.

Mentis AI

Mentis AI operates at the intersection of institutional investment expertise and frontier AI systems, collaborating with leading AI labs to improve how models reason and make decisions in high-stakes financial contexts. Their team combines asset management experience with machine learning and applied AI research, operating across London and San Francisco.

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