About the role
About Goodfin
Goodfin is an AI-native investment platform for private markets. We’re building agentic AI systems that help investors research, evaluate, and act on private investment opportunities with clarity and confidence.
The Role
We’re looking for experienced wealth and investment advisors to work with us to help shape the intelligence behind Goodfin’s AI products.
This is not a client-facing advisory role and not a sales role. Instead, you’ll act as a domain expert — contributing your judgment, frameworks, and decision-making process to help train, evaluate, and refine how our AI thinks and behaves.
What You’ll Do
- Provide input on investment analysis frameworks, diligence processes, and decision criteria
- Review and test AI-generated analyses for accuracy, completeness, and practical usefulness
- Help calibrate AI outputs around risk, uncertainty, and suitability
- Identify gaps, edge cases, and failure modes in AI reasoning
- Participate in structured product reviews, testing sessions, and feedback loops
- Collaborate with engineering and product teams to translate human judgment into system behavior
What We’re Looking For
- 4+ years of experience as a wealth advisor, investment advisor, portfolio manager, or allocator
- Deep familiarity with private markets (pre-IPO, growth equity, venture, private credit, or alternatives)
- Strong analytical judgment and ability to explain how and why decisions are made
- Comfort working with early-stage products and giving candid feedback
- Interest in how AI can responsibly augment human expertise
- Bonus: CFA, CFP, CAIA, or similar credentials
