Boosted.ai offers AI-powered tools for investment management, including AI workflow automation, idea generation, portfolio workspaces, and stock research. Its flagship product, Boosted Insights, uses proprietary algorithms and large language models to analyze vast datasets, providing actionable insights and helping investors save time, improve portfolio metrics, and make better, data-driven decisions. The platform caters to institutional investors and advisors, offering features such as AI stock pickers, portfolio health scores, scenario analysis, and custom theme curation. Boosted.ai emphasizes explainability and transparency in its AI models and prioritizes data security. The company also offers extensive support and resources for its clients.
• large language models
• ai workflow automation
• ai stock research
• portfolio workspaces
• ai idea generation
• portfolio modeling tools
• proprietary algorithms
• agentic ai assistant
Artificial intelligence (AI) is any intelligence demonstrated by machines. Machine learning (ML) is a subset of AI where algorithms improve based on experience.
AI/ML operates at an unmatched scale, uncovering investment opportunities and surfacing non-intuitive possibilities for enhanced portfolio performance.
Quantamental investing combines big data and engineering from quantitative finance with the expertise of traditional fundamental managers.
Boosted Insights is designed for institutional investors and advisors, not retail investors. Follow us on LinkedIn for updates.
Our team has decades of experience in AI and finance at companies like Microsoft, Google, Tiger Management, RBC, and more. See the Boosted.ai team page for details.
AI can significantly boost returns. Our white paper shows machine learning added an average of 232 bps of alpha to funds without changing holdings.
AI mitigates risk. Our models helped navigate the quant shock, surface risk in short positions, and pilot through black swan events.
AI improves portfolios in various ways. Chat with us for more information.
Boosted.ai doesn't require quant expertise. It uses a point-and-click interface; you input features, and our ML creates a predictive model.
Boosted Insights is user-friendly, allowing immediate model creation. Our team provides support.
We provide AI software, not investment advice. Our focus is on democratizing AI for asset managers.
Boosted.ai offers full model explainability, showing which features were most important in decisions.
Boosted Insights offers thousands of variables and allows importing custom data, making each model unique.
Boosted.ai keeps client data strictly confidential and follows a strict data security protocol.
Boosted Insights accommodates various trading frequencies, from quarterly to daily.
Client Success Associate
Boosted.ai provides AI-driven investment management tools, helping investors save time, improve portfolio metrics, and make data-driven decisions.
Benefits:
Work from anywhere
Comprehensive health benefits
Competitive compensation
Flexible hours and time off
Education Requirements:
Bachelor's degree in Finance, Economics, Business, Computer Science, or a related field
Experience Requirements:
At least one year of experience in financial services, consulting, or a similar role, within fintech or AI/machine learning environments
Proven experience in client-facing roles involving finance or strategic consulting
Other Requirements:
Excellent verbal and written communication and presentation skills
Strong analytical and problem-solving skills with a strategic mindset
Ability to build and maintain strong relationships with clients and internal teams
Proven track record of success in fast-paced, rapidly evolving technological environments, demonstrating adaptability and resilience
Responsibilities:
Provide exceptional support to clients by answering queries and assisting with software navigation
Ability to create and optimize prompts and workflows using agentic AI to enhance client interactions and drive efficient solutions
Ownership of designated accounts and/or management of a shared account pool through queue or incident routing tools, ensuring timely resolution of client inquiries and effective resource allocation
Conduct regular follow-up calls with clients to ensure satisfaction and engagement with our products
Assist in creating presentations and materials to educate clients about our offerings and enhancements
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Executive Assistant
Boosted.ai provides AI-driven investment management tools, helping investors save time, improve portfolio metrics, and make data-driven decisions.
Benefits:
Work from anywhere
Comprehensive health benefits
Competitive compensation
Flexible hours and time off
Experience Requirements:
2-3 years of experience as an Executive Assistant or a similar role, prior experience supporting C-suite executives in a fast-paced environment is a plus
Other Requirements:
Excellent written and verbal communication skills, with the ability to interact confidently with senior leadership and external stakeholders
Proficient with G-Suite, Slack, Zoom, and other remote collaboration tools; experience with project management software is a plus
Resourceful, with an ability to anticipate needs and resolve issues before they escalate
Experience handling sensitive information with the highest level of discretion and professionalism
Responsibilities:
Support Leadership: Be the right hand to the CEO and CRO, managing calendars, scheduling meetings, coordinating travel, compiling expense reports, and handling day-to-day communications
Project Coordination: Collaborate with cross-functional teams to track and drive key projects forward, ensuring timely completion of action items
Meeting Preparation: Prepare agendas, take detailed meeting notes, and follow up on action items to ensure seamless execution
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Software Engineer
Boosted.ai provides AI-driven investment management tools, helping investors save time, improve portfolio metrics, and make data-driven decisions.
Benefits:
Work from anywhere
Comprehensive health benefits
Competitive compensation
Flexible hours and time off
Education Requirements:
BA, BS, MS, PhD in Computer Science, Computer Engineering or related technology field
Experience Requirements:
2+ years programming experience in Python
Responsibilities:
Take ownership of the full development cycle
Partner with clients and other developers to design, build and roll out solutions that will optimize complex workflows
Understand and efficiently manipulate large datasets
Make quick, thoughtful decisions
Be a collaborative member of your team
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