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Wealth Management Professionals - AI Residency (Part-time) | Frontier AI Research

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Experience Level

Senior

Qualifications

Qualifications:5+ years of professional experience in financial advisory roles. Strong analytical skills and familiarity with AI systems in financial contexts. Proven ability to manage client relationships effectively.

About the job

About Us Mentis AI operates at the cutting edge of institutional investment and advanced AI systems. Our team merges extensive asset management knowledge from industry leaders with expertise in machine learning and AI research. With offices in London and San Francisco, we partner with top-tier AI laboratories to enhance how models analyze, generalize, and make decisions in critical financial scenarios.

The Opportunity This residency program is tailored for seasoned research analysts and portfolio managers seeking invaluable experience in the evolving landscape of AI within wealth management. You'll gain hands-on exposure to cutting-edge AI systems while contributing to significant advancements in the field.

Your Responsibilities

  • Prompt Development: Create and refine realistic prompts to assess the relevance and quality of AI-generated insights, simulating junior analyst inquiries.

  • Human vs. AI Evaluation: Methodically compare discrepancies between professional advisory judgments and AI outputs in areas like asset allocation, alternatives, and financial planning.

  • Framework Design: Translate practitioner strategies for portfolio construction, manager selection, and investment communication into challenges that test AI reasoning capabilities.

  • Benchmark Construction: Develop and validate real-world portfolio analyses and advisory materials critical for evaluating frontier AI systems.

Benefits of This Experience

  • Gain practical insights into how AI is revolutionizing advisory workflows, including investment strategies and client reporting.

  • Be among the pioneers in wealth management, directly engaging with how frontier AI models inform portfolio construction and financial planning.

Who You Are

  • A professional with over 5 years of experience as a Financial Advisor, Portfolio Manager, or Chief Investment Officer within a Registered Investment Advisor, private banking, or family office environment.

  • Proficient in managing complex client relationships with significant assets under management.

About Mentis AI

Mentis AI is at the forefront of integrating institutional investment strategies with pioneering AI technology. Our team, comprised of experts from prestigious firms, is dedicated to enhancing financial decision-making through innovative AI solutions.

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