AI Workflow Engineer & Agent Builder

Core Skills Required
AI & Automation Engineering
Hands-on experience building AI agents and multi-step automated workflows
Ability to work with large language model APIs programmatically (e.g., Claude API, Claude Code)
Experience designing systems that ingest, process, and structure the unstructured data at scale
Data Engineering
Proficiency in connecting to and querying external APIs and data sources
Ability to extract, clean, and transform data from documents, filings, and reports into structured formats
Experience building pipelines that produce reliable, repeatable outputs (tables, summaries, alerts)
Financial & Research Domain Familiarity (Preferred)
Familiarity with financial data providers such as FactSet or FRED
Basic understanding of investment research workflows: screening, monitoring, summarization
Ability to interpret and structure data from regulatory filings and market reports
Software Engineering
Strong coding background, Python preferred
Experience designing modular, maintainable systems
Comfortable working with APIs, scheduling, and output formatting (email delivery, structured tables, exports)
Communication & Collaboration
Able to work directly with a research team to scope and iterate on requirement
Translates analytical needs into technical specifications independently