Investment Process Consultant
About the Role
Most people spend years trying to get a seat at the table where real investment decisions get made. In this role, you start there. Alpha Theory helps hedge funds and asset managers make better decisions, and our Client Experience team makes sure every client gets real, lasting value from the platform. From day one, you'll work directly with portfolio managers and analysts, learning how professional investors think, debate, and decide, and helping them do it better. With Annie, our proprietary AI answer engine, clients can now do more on their own, which shifts our work toward consultative guidance, benchmarking, best practice sharing, and long-term relationship building. We're looking for an early-career professional who is curious about markets, learns quickly, adapts easily, takes coaching well, and brings the emotional intelligence and professionalism needed to work with sophisticated investment professionals.
Why Highly Motivated, Curious Finance Students and Professionals Love This Role
- You'll see inside dozens of investment processes, not just one. An analyst at a single fund learns one firm's approach. You'll learn how many different funds research ideas, size positions, and manage risk, and our benchmarking data will show you what separates the strongest performers from the rest.
- You'll build deep expertise in the discipline that drives returns. Position sizing and portfoli
