Senior Equity Research Analyst, AI Platform

Versant • Englewood Cliffs, NJ

7h • $200,000 - $235,000 • Hybrid

About The Position

StockStory, a part of CNBC, is developing the next generation of AI-powered equity research for individual investors. The company operates with a startup mentality, emphasizing small teams, high ownership, rapid decision-making, and direct access to leadership. The mission is to enhance investment results for millions of users by integrating investing, AI, and product development. This role offers the opportunity to work at the intersection of these fields with exceptional engineers and investors to define modern equity research.

Requirements

• Minimum of 4 years of buy-side public markets investing experience (hedge fund, long-only fund, family office, or endowment), with a focus on long-term, fundamental analysis.
• Experience contributing to a rigorous, process-driven strategy at a successful buy-side firm, including involvement in idea generation, research, and portfolio analysis.
• Practical LLM workflow experience in equity research workflows (prompt/context engineering; structured extraction; error analysis).
• Experience programming, coding or working with data.
• Systemic, data driven thinker with the ability to translate fundamental research into a repeatable, systematic strategy, with a strong bias toward building scalable solutions rather than one-off outputs.
• Multi-sector experience and proven ability to independently perform fundamental research across sectors that has driven long-term investment decisions.
• Strong forensic accounting knowledge, experience building three-statements and sector-wide models.

Nice To Haves

• You will closely collaborate with the Engineering team to design and build automated equity analysis features blending LLM-based agentic and quantamental approaches, leveraging a modern and evolving technology stack that is being actively expanded.

Responsibilities

• Convert equity research insights and conclusions into scalable AI equity research platform features that help individual investors with stock discovery, research, and selection.
• Design and evaluate LLM-based workflows to process unstructured data, analyze it and translate it into structured metrics and factors.
• Develop and evaluate performance of sector-based factor models using a combination of traditional fundamental research, statistical techniques, and quantitative factor design.
• Oversee stock-picking models alignment to surface the best opportunities to a large retail investor audience and produce structured reports supporting them.
• Partner with Engineering to implement pipelines (APIs, DAGs, databases), establish reproducible back tests/evaluations, and ship analysis features/capabilities.

Benefits

• Free onsite fitness center with state-of-the-art equipment, plus daily group classes
• Gourmet cafeteria with daily specials plus soup and salad bars
• Dry cleaning, shoe shining and sneak peeks
• Free shuttle transportation to and from multiple locations in Manhattan, Brooklyn, Hoboken and Jersey City
• Meaningful and continued investment in data, technology, and product development
• Opportunity to contribute to a growing team within CNBC that is expected to scale significantly over time
• Meaningful exposure to senior leadership
• Ability to influence how the platform evolves
• Health insurance
• Retirement plans
• Paid time off

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed