Technical Analyst

Technical Analyst

Location: Boston, MA; Atlanta, GA; Houston, TX; Chicago, IL; or New York, NY (3 day Onsite)
Duration: 6 10 Months'
Interview: In-person

Position Overview

We are seeking a skilled Technical Analyst with a strong understanding of financial markets, particularly Fixed Income and investment management workflows, combined with hands-on experience leveraging AI tools and emerging AI technologies.

The ideal candidate will bridge the gap between business stakeholders and technology teams, translating investment-related business requirements into effective technology solutions. This individual should have experience working with AI-powered tools, prompt engineering, data integration, and basic SQL, with an interest in applying generative AI and agentic AI capabilities within the financial services industry.

Required Qualifications

• Working knowledge of Fixed Income markets, including bonds, credit products, and interest rate instruments.
• Basic understanding of derivatives, including their structure and applications.
• Understanding of investment concepts such as performance, attribution, risk management, and portfolio construction.
• Ability to communicate effectively with portfolio managers, analysts, and traders.
• Strong business analysis skills with the ability to translate business requirements into technical solutions.
• Hands-on experience with AI tools such as ChatGPT, Copilot, Claude, or Snowflake Cortex.
• Strong prompt engineering skills and the ability to evaluate and improve AI-generated outputs.
• Familiarity with Cortex Code, AI agents, and emerging agentic AI concepts.
• Basic SQL and database knowledge, including relational data structures.
• Ability to work with developers on APIs, data integration, testing, and AI solution prototyping.