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Contact sales

We’d love to see how we can streamline your hiring together.

Request a demo

Investment AI Enablement Lead

Category :

Information Technology

Employment type :

Contract

Reference :

BH-393679

Investment AI Enablement Lead Consultant
 
  • Keys to the Position Must have a strong background in Finance and 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.
  • Ability to work onsite in Boston 4 days a week – NYC may be an option but Boston is the preference. This will start as a 6 month contract
  • Post graduate degree with meaningful depth in both finance and computer science or closely related fields.
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: $64.05
Estimated Max Rate: $91.50


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.

By applying and submitting your resume, you authorize Yoh to review and reformat your resume to meet Yoh’s hiring clients’ preferences. To learn more about Yoh’s privacy practices, please see our Candidate Privacy Notice:  https://www.yoh.com/privacy-notice

03-04-2026

Investment AI Enablement Lead

Information Technology

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