Source Job

Global

  • Develop and iterate realistic prompts to test the relevance and quality of AI-generated insights.
  • Evaluate divergence between professional advisory judgment and AI outputs.
  • Translate practitioner approaches into problems that push the limits of AI reasoning.

Financial Planning Client Advisory Portfolio Management

17 jobs similar to AI Residency

Jobs ranked by similarity.

Global

  • Develop and iterate realistic prompts to test the relevance and quality of AI-generated insights.
  • Systematically evaluate divergence between professional investment reasoning and AI outputs.
  • Translate how institutional investors evaluate securities into problems that push the limits of AI reasoning.

Mentis AI works at the intersection of institutional investment expertise and frontier AI systems. Their team combines deep asset management experience with machine learning and applied AI research.

Global

  • Develop and iterate realistic prompts to test the relevance and quality of AI-generated insights.
  • Systematically evaluate divergence between professional real estate judgment and AI outputs across asset classes/risk profiles.
  • Translate how REPE professionals evaluate acquisitions into problems that push the limits of AI reasoning.

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

Global

  • This residency is designed for senior research analysts and portfolio managers.
  • It offers exposure and experience in the direction of AI in your domain.
  • You'll gain early, practical exposure to using advanced AI systems.

Mentis AI, founded by ex-Lazard and Partners Group professionals, is headquartered in London and San Francisco. We bring real-world expertise from finance, healthcare, and law into AI model training, bridging the gap between human and artificial intelligence.

Global

  • Develop realistic prompts to test the relevance and quality of AI-generated insights.
  • Systematically evaluate divergence between professional credit judgment and AI outputs.
  • Translate credit professional workflows into problems that push the limits of AI reasoning.

Mentis AI operates where institutional investment expertise meets frontier AI systems. Our team blends asset management experience with machine learning and applied AI research, collaborating with leading AI labs to improve how models reason and make decisions in high-stakes financial contexts.

Global

  • Improve AI reasoning across investment banking and capital markets.
  • Contribute deal experience to a structured research project.
  • Evaluate, generate, and refine content reflecting senior IB professionals' thinking.

Mentis AI, founded by ex-Lazard and Partners Group professionals, brings real-world expertise from finance into AI model training. Headquartered in London and San Francisco, they bridge the gap between human and artificial intelligence.

AI Trainer

Kastle

  • Annotate and label data from mortgage conversations.
  • Give feedback on AI responses for accuracy and helpfulness.
  • Test the AI for issues, including response quality and realism.

Kastle is building the AI operating system for consumer lending, partnering with major mortgage lenders to transform contact centers and compliance using AI voice agents. Backed by Y Combinator and Commerce Ventures, they focus on redefining borrower interactions with financial institutions.

Global

  • Evaluate current financial workflows and identify bottlenecks.
  • Design an AI-native finance operating system for long-term scalability.
  • Deploy agentic workflows to automate reconciliations and reporting.

Kraken is a mission-focused company rooted in crypto values. They aim to accelerate the global adoption of crypto, so that everyone can achieve financial freedom and inclusion. As a fully remote company, they have Krakenites in 70+ countries and are industry pioneers who develop premium crypto products.

US

  • Co-develop AI literacy content across multiple formats.
  • Produce practical content on prompt engineering and AI workflow applications.
  • Execute the AI Tool adoption program as directed.

Fidelity National Financial (FNF) is seeking an AI Learning & Development Specialist. FNF, its affiliates and subsidiaries, is an Equal Opportunity employer.

Global

  • Design and build practical learning modules covering topics such as foundations of generative AI and large language models.
  • Develop real-world exercises and labs that teach professionals how to use AI tools in practice.
  • Create applied case studies that demonstrate AI in real-world business and finance contexts.

Wall Street Prep (WSP), founded in 2004 by investment bankers, is a leading provider of professional skills training in financial and valuation modeling. Our mission is to bridge the gap between academia and the real world by equipping finance professionals and students with practical, hands-on skills.

North America 4w PTO

  • Engage clients in meaningful financial conversations.
  • Encourage action through strategic financial advice.
  • Excite prospective and current clients with delightful advice and how we can help them achieve their financial dreams.

Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. They're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets and are continuing to grow.

Global

  • Help build AI training data that captures how private equity professionals evaluate investments.
  • Value companies, structure transactions, manage portfolio companies, and drive returns.
  • Cover the full investment lifecycle from sourcing to exit.

Mentis AI, founded by ex-Lazard and Partners Group professionals, is headquartered in London and San Francisco. We bring real-world expertise from finance into AI model training, bridging the gap between human and artificial intelligence.

Global

  • Provide day-to-day back-office operational support.
  • Manage and maintain outreach campaigns across sales engagement and automation platforms.
  • Prepare Visual Resumes for shortlisted candidates by gathering candidate information.

20four7VA connects offshore independent contractors with clients worldwide, focusing on developed markets. They aim to assist clients in improving business efficiency and enhancing service delivery by matching them with qualified contractors.

Global

  • Develop industry-specific prompts.
  • Evaluate LLM responses.
  • Apply expertise to improve AI understanding of professional tasks.

Handshake connects students and recent graduates with employers. They focus on early talent recruitment needs and fostering connections between students and companies.

US

  • Utilize Automatic Prompt Generation tools to create baseline prompts.
  • Manually draft, test, and refine prompts to navigate complex template architectures.
  • Monitor shadowbot runs to ensure sufficient disagreements are registered, generated, and tracked.

Welo Data is an AI Services company. We focus on data validation and freelance remote work.

US

  • Partner closely with clients to understand their business objectives.
  • Monitor AI agent performance and apply prompt engineering techniques.
  • Identify opportunities for optimization and expand use cases.

AnswerRocket builds transformative AI solutions that drive measurable results for Fortune 2000 enterprises. For over a decade, they've helped industry leaders across sectors harness AI to achieve tangible business outcomes, and they value collaboration, transparency, and inclusivity.

US Unlimited PTO

  • Rapidly prototype MVPs using LLM APIs to address business bottlenecks.
  • Develop production-grade internal applications with reliable frontends and robust backends (Python).
  • Design and implement RAG architectures and structured output pipelines grounded in company data.

Bestow is a leading vertical technology platform that serves some of the largest and most innovative life insurers. Their platform unifies the fragmented, legacy value chain, enabling carriers to launch products in weeks instead of years. They are backed by leading investors and trusted by major carriers.

$300,000–$300,000/yr
US

  • Generational wealth strategy and long-term family planning.
  • Estate and trust structure optimization and tax efficiency research.
  • Portfolio construction and after-tax return analysis across diversified assets.

Schonfeld Family Office provides research-driven thought partnership across all aspects of the Principal’s business and personal activities, and long-term strategic initiatives. They value individuals who are highly organized, thoughtful, and structured.