Senior Investment Research Analyst — Public Markets

About the job

• Senior Investment Research Analyst — Public Markets
• Future Edge Group | iPulse AI
• New York City · Full-time · Onsite

About iPulse AI

• iPulse AI is an Open Agentic Investment Research Platform being developed by Future Edge Group.
• We believe better investment decisions can help direct capital toward the companies, technologies, and ideas capable of building a stronger future. When investors can clearly understand a company’s products, objectives, financial position, strategy, risks, and broader mission, markets can allocate resources more intelligently—and promising businesses can earn support on the strength of transparent evidence.
• Our research principle is clear:
• Without bias. Grounded in evidence. Comparable by design.
• We build quantitative research methods, AI-assisted analysis, consensus scoring, portfolio intelligence, and transparent publication systems that help investors examine opportunities from multiple independent perspectives.
• Our goal is to remove noise, make disagreement visible, expose uncertainty and limitations, and distinguish evidence from promotion—not promise certainty or tell the world what to buy.

About the role

• We are looking for an experienced investment research professional to help shape the analytical quality and practical usefulness of iPulse AI.
• You understand what it takes to move from an interesting company to a defensible investment thesis. You can assess financial statements, challenge valuation assumptions, identify overlooked risks, and explain what would change your view. You also understand the practical constraints investors face: limited research time, competing opportunities, conflicting information, and uncertainty about which conclusions deserve confidence.
• Our investment-research workflows combine company fundamentals, quantitative signals, AI-generated analysis, behavioral-finance considerations, and multiple independent research perspectives. Your role is to bring experienced investment judgment to this process.
• You will help determine whether our research asks the right questions, supports its conclusions, communicates uncertainty appropriately, and gives investors information they can use.
• We want someone who understands the investor’s side of the screen—and can help build the research platform they would want in their own workflow.
• This is a full-time, onsite position in New York City for an established professional with substantial experience in public-market investment research, asset management, wealth management, or a family office.

• What you will do
• Conduct and review fundamental research on publicly listed companies, including business models, competitive positioning, management, capital allocation, financial performance, and valuation.
• Evaluate AI-generated investment theses for factual accuracy, source quality, logical consistency, credible assumptions, and material omissions.
• Develop bull, base, and bear cases with explicit assumptions, catalysts, downside risks, and conditions that would invalidate the thesis.
• Examine disagreements between research agents and distinguish meaningful differences in investment judgment from errors, weak evidence, or inconsistent methodologies.
• Assess whether asset rankings and consensus scores reflect the underlying research, valuation, uncertainty, and investment horizon.
• Help investors compare opportunities consistently while preserving meaningful differences between sectors, business models, and asset classes.
• Work with quantitative and AI specialists to evaluate forecast outcomes, distinguish sound reasoning from fortunate results, and identify recurring research failures.
• Translate professional investment workflows into practical improvements to research reports, screening tools, asset comparisons, and portfolio intelligence.
• Speak with investors and investment professionals to understand how they assess opportunities, use research tools, and decide whether a service earns their trust.
• Develop clear research standards, review frameworks, and publication guidelines that make analytical quality repeatable.
• Produce investment commentary and methodology explanations that are accessible without sacrificing substance.
• Document uncertainty, conflicting evidence, and negative findings with the same discipline as compelling opportunities.

What we are looking for

• At least seven years of relevant professional experience, with substantial responsibility for public-market investment research or investment decisions.
• Strong foundations in financial statement analysis, equity valuation, business analysis, portfolio construction, and investment risk.
• Experience independently developing, presenting, and defending investment theses to portfolio managers, investment committees, clients, or other demanding audiences.
• The ability to explain how valuation, business quality, catalysts, and market expectations interact—and why a strong company may still be an unattractive investment.
• Practical familiarity with behavioral finance, including overconfidence, anchoring, confirmation bias, herding, and narrative bias.
• Experience using investment research platforms and a clear understanding of what makes research worth paying for.
• Practical familiarity with ChatGPT, Claude, or comparable AI tools, together with the judgment to verify their outputs and recognize their limitations.
• Strong spreadsheet and financial-modeling skills. Familiarity with Python, SQL, or research automation is welcome.
• Clear writing that distinguishes facts, estimates, assumptions, and opinions.
• The independence to identify problems, propose improvements, and take ownership in an early-stage business.
• Intellectual honesty and a willingness to revise a strongly held view when the evidence changes.

Evidence of exceptional ability

• We look for a sustained record of sound investment judgment and useful research.
• Strong signals may include:
• Investment research that materially informed portfolio decisions.
• Original insights supported by primary evidence and disciplined valuation.
• Well-documented investment theses with subsequent reviews of what proved right or wrong.
• Early identification of material risks, accounting concerns, or weaknesses in a widely accepted market narrative.
• Research processes that improved analytical quality, coverage, or efficiency.
• Clear communication of complex investment issues to investment committees or clients.
• Published research, substantive investment writing, or an inspectable body of analytical work.
• Meaningful responsibility within an asset manager, investment advisory firm, family office, or established research business.
• Where investment performance is presented, we consider the benchmark, risk taken, time horizon, and your actual contribution.
• We value candidates who can explain a successful investment, a failed thesis, and a situation in which changing their mind was the right decision.
• Prestige may begin the conversation. Demonstrated excellence—and commitment to the mission—earns a place on the team.

Qualifications

• Bachelor’s or advanced degree in finance, economics, accounting, business, or a related discipline—or equivalent substantial professional evidence.
• At least seven years of relevant investment experience, including independent ownership of research or investment recommendations.
• CFA designation or comparable professional qualifications are valued.
• Ability to work onsite in New York City.
• Application

• Please submit your CV and a short explanation of how your investment experience would help improve iPulse AI.
• An existing public or anonymized research sample is welcome.