Computer Science - Co-op Student; AI & Automation

Bellwether is a hand-picked team of experienced portfolio managers, skilled family wealth advisors and the operations teams that support them, brought together to positively influence the futures of affluent individuals and families by executing our life and legacy promise.

At Bellwether, we offer the opportunity to build a rewarding and fulfilling career. This is a place where you can realize your aspirations and achieve your goals, within a supportive and inclusive environment. By collaborating and working with talented colleagues on interesting and challenging projects and activities, every employee can make a difference and have a profound impact on our business.

We are a value-based organization with the following core beliefs:

• All in
• Clients come first
• Trust is earned
• One Team
• Innovation answers uncertainty
• Discipline delivers results

We are committed to providing an environment where all employees are encouraged to reach their highest potential. Please join us in striving to please our clients, in aiming to be the best you can be, and in making our Company a success.

We are seeking an ambitious Computer Science student to join our team as an AI Development Co-op. In this role, you will play a pivotal part in our firm’s digital transformation by collaborating with various departments to design, build, and deploy specialized AI agents. You will work at the intersection of technical innovation and financial operations, helping our teams leverage Artificial Intelligence to improve efficiency, streamline workflows, and enhance the service we provide to our clients.

• AI Agent Development: Collaborate with department leads to identify operational bottlenecks and develop custom AI agents/workflows to solve specific business problems.
• Workflow Integration: Build and refine automation pipelines that integrate AI solutions into our existing business systems, ensuring seamless performance and usability.
• Responsible AI Implementation: Partner with our operations team to ensure all AI tools adhere strictly to our corporate AI Policy, emphasizing data privacy, security, and the protection of confidential client information.
• Testing & Quality Assurance: Rigorously test AI outputs for factual accuracy, reliability, and bias, ensuring that all deployed solutions meet the high standards of a financial services environment.
• Cross-Functional Collaboration: Engage with diverse teams—from Marketing to Portfolio Management to translate complex needs into functional technical requirements.
• Documentation: Maintain clear technical documentation for all developed agents and assist in training staff on the proper, secure use of these new tools.

• Academic Background: Currently enrolled in a post-secondary Computer Science, Software Engineering, or Artificial Intelligence/Data Science program.
• Technical Proficiency:
  • Strong programming skills (Python, JavaScript, or similar).
  • Experience or coursework related to Large Language Models (LLMs), API integrations, and prompt engineering.
  • Familiarity with database management and data structures.
• Analytical Rigor: Ability to critically evaluate the outputs of AI models and a strong commitment to data integrity.
• Professionalism: A high level of discretion and respect for confidentiality, given the sensitive nature of our business.
• Communication: Ability to explain technical AI concepts to non-technical stakeholders and translate business goals into technical execution.

Compliance

Note:

This role will be subject to our internal Artificial Intelligence (AI) Policy, which requires all employees to prioritize client confidentiality, verify AI-generated output for accuracy, and avoid disclosing sensitive or personally identifiable information (PII) within LLMs.

• Real-World AI Deployment: Go beyond theory by building and shipping actual AI agents that solve real business problems in a fast-paced financial services environment.
• Professional Mentorship: Receive guidance from technology and operations leaders who are committed to your career growth and technical skill development.
• Cross-D…