Please send current resumes directly to
Bhagyashree Yewle, Principal Lead Recruiter - YOH SPG
https://www.linkedin.com/in/bhagyashreeyewle/
Lead AI Enablement Engineer with a strong background in Programming, Investment & Asset Management domain
LOCATION: Ability to work onsite in Boston 4 days a week NYC may be an option but Boston is the preference.
Open to W2 or CTC contractors. Candidates requiring visa sponsorship are welcome to apply!
Keys to the Position - Must have a strong background in Investment & Asset Management as well as Computer Science.
- Demonstrated experience applying Generative AI or LLM tools in professional analytical or investment research workflows.
- Strong understanding of the investment research process, including company analysis, financial modeling, market sizing, earnings analysis, and ongoing model maintenance.
- Programming proficiency sufficient to support and teach AI assisted workflows, with Python strongly preferred, including familiarity with basic web data collection concepts.
- Post graduate degree with meaningful depth in both finance and computer science or closely related fields.
POSITION
Client continues to see rapid adoption of artificial intelligence across research, modeling, data synthesis, and idea generation. Investors are already using AI as a high leverage research and analytical tool, often acting as self-directed data scientists within their own workflows. To build on this momentum Wellington is seeking an Investment AI Enablement Lead to help systematize, scale, and upskill AI usage across the Investment team. This individual will be responsible for defining and teaching best practices for applied AI in investment research, while remaining closely grounded in how investors actually work day to day. This role is expected to be part-time or consultant based and highly collaborative, working directly with investors, analysts, and existing technology partners. The focus is practical impact, not centralized model building or infrastructure ownership.
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 aggregation of data from third party vendors and unstructured public sources. Provide guidance on AI assisted data science, modeling, and web scraping workflows, including the use of AI to help generate, explain, and maintain Python scripts for data collection, cleaning, normalization, and organization, while maintaining appropriate human oversight. Educate teams on known limitations of LLMs, including numerical accuracy issues, logic errors, scraping reliability, and establish clear validation standards. Partner with internal stakeholders as needed to align AI enablement with governance, data handling, and responsible usage expectations.
Estimated Min Rate: $70.00
Estimated Max Rate: $95.00
What s In It for You?We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh s extensive talent community that will provide you with access to Yoh s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include:
- Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
- Health Savings Account (HSA) (for employees working 20+ hours per week)
- Life & Disability Insurance (for employees working 20+ hours per week)
- MetLife Voluntary Benefits
- Employee Assistance Program (EAP)
- 401K Retirement Savings Plan
- Direct Deposit & weekly epayroll
- Referral Bonus Programs
- Certification and training opportunities
Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.
Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Visit
https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process.
For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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https://www.yoh.com/privacy-notice
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