As an Investment Advisor, you will contribute to the intake, prospecting, solicitation, development or maintenance of business relationships with members and clients. You will offer a service that meets the needs of the client according to the strategies and practices in effect. You will create strategies to support clients’ financial needs and promote and provide solutions that will meet client needs based on the products and services available.
You will be the analytical cornerstone of the company’s investment decision-making process, spanning sourcing, evaluating, and monitoring investment opportunities. Your role will support the firm’s high-stakes admission board and you'll be deeply involved in portfolio analytics, intelligence gathering, and strategic execution in a fast-paced, high-trust environment.
You will challenge advanced language models on topics like asset valuation, options and futures contracts, SEC regulations, commodities markets, trading algorithms, and financial risk assessment—documenting every failure mode so we can harden model reasoning. On a typical day, you will converse with the model on real-world trading scenarios and theoretical financial questions, verify factual accuracy and logical soundness, capture reproducible error traces, and suggest improvements to our prompt engineering and evaluation metrics.
Manage renewable energy projects from Substantial Completion through operation to sale, ensuring alignment with project financing agreements. Monitor and optimize project-level cash flow and administer back-leverage loans. Serve as the primary point of contact with financing parties and prepare project performance updates to internal leadership and external stakeholders.