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Financial Consultant Investment Banking

Wealth & Investment AI Product Consultant — Part-Time

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: goodfin
Part Time position
Listed on 2026-02-07
Job specializations:
  • Finance & Banking
    Financial Consultant, Investment Banking
Job Description & How to Apply Below
A leading investment technology firm is seeking experienced wealth and investment advisors. In this non-client-facing role, you will contribute expert judgment to refine AI systems for investment decision-making. Responsibilities include inputting on investment frameworks and testing AI analyses. Ideal candidates have 4+ years of experience in wealth or investment advisory roles and are familiar with private markets. This is a flexible part-time consulting opportunity, allowing you to leverage your expertise in shaping AI applications for investments.
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