Lead Investment Analyst & Portfolio Manager

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Mission : Turn rigorous public-markets research into live portfolio results and AI-ready assets (datasets, signals, templates, playbooks) that power WealthNx.

Role & Impact

You’ll run a model portfolio (equities / ETFs + crypto), publish decision-ready briefs, and convert your work into structured inputs our AI agents use to generate user actions.

Overview

Role focused on managing a live model portfolio and translating research into actionable outputs for AI-enabled decision tools.

Responsibilities

• Portfolio & Strategy (60%)
• Own a live model portfolio : coverage universe, target weights, rebalances.
• Publish concise research briefs (thesis, risks, valuation band, catalysts, timelines).
• Report performance : alpha vs benchmark, max drawdown, volatility, Sharpe, downside capture .
• Maintain risk controls (position limits, stop rules, earnings / event playbooks).
• AI & Product (40%)
• Create ground-truth datasets (labels, rationales) and evaluation suites to measure agent quality (alert hit-rate, action usefulness).
• Define signals / features (e.g., earnings-surprise z-scores, factor tilts, liquidity / volatility regimes, on-chain flow metrics) and partner on backtests & ablations .
• Author Text→HTML templates (research one-pager, portfolio snapshot) and execution-only playbooks (DCA, rebalance) with caps / 2FA guardrails.
• Write “Why it moved” explanations and safe, user-facing copy.

Requirements

Nice to Have

KPIs You’ll Own

Seniority level

Employment type

Job function

Industries

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