Contract
KBW Financial Staffing & Recruiting
Boston, MA, USA
Boston, MA 4 Days onsite 6+ Month contract with the potential to convert $60 per hour Responsibilities Assess current state AI usage across investment teams and identify repeatable best practice workflows for research, modeling, synthesis, ongoing model maintenance, and data collection. Design and deliver live and asynchronous training sessions on applied AI usage for investors, including prompting techniques, iterative refinement, validation methods, and responsible automation. Develop reusable playbooks, templates, and example workflows for high impact use cases such as company primers, TAM construction, earnings call distillation, qualitative pricing research, AI assisted updating of analyst financial models, and structured data gathering via web-based sources. Train investors on effective use of AI for non-obvious and hard to find information, including synthesizing insights from forums, filings, customer commentary, and improving the cleaning, structuring, and...

