Wealth Management Professionals - AI Residency (Part-time) | Frontier AI Research

📋 Description

• • Wealth Management Professionals - AI Residency (Part-time) at Aptura Inc. offers a unique opportunity to bridge institutional investment expertise with frontier AI systems, helping shape how AI models reason in high-stakes financial contexts.
• • Day-to-day responsibilities include developing and iterating realistic prompts to test AI-generated insights, comparing human vs. machine judgment in advisory outputs, designing frameworks that translate wealth management practices into AI challenges, and constructing expert benchmarks using real-world portfolio analyses and financial planning frameworks.
• • The team at Mentis AI combines deep asset management experience from firms like Lazard and Partners Group with machine learning and applied AI research, collaborating with leading AI labs across London and San Francisco to advance AI reasoning in financial decision-making.
• • Participants will gain hands-on exposure to how AI is transforming advisory workflows, contribute to early-stage AI applications in wealth management, and build practical experience in evaluating and guiding frontier AI models for portfolio construction, financial planning, and private client advisory.