Jump - Advisor AI
Jump uses AI to help financial managers automatically take notes, stay compliant, update their CRM, and serve clients.
Research Intern – Statistics, Financial Advisor Insights
Financial Planning and AnalysisFinancial Planning and AnalysisPart TimeRemoteTeam 51-200Since 2023Company SiteLinkedIn
Location
United States
Posted
164 days ago
Salary
$40 / hour
Postgraduate DegreeEnglishPython
Job Description
• To help with this, we’re looking for a research intern with training in observational causal inference and causal machine learning who’s excited to apply their skills to real-world problems in financial advising.
• Apply observational causal inference methods with clear identification strategies to isolate conversational variables that causally influence outcomes.
• Engineer structured features from unstructured transcript data (e.g., advisor talk ratio, sentiment, interruptions, trust markers, hesitations) using LLMs, embeddings, and NLP.
• Analyze large-scale anonymized transcript datasets.
• Strengthen the methodological rigor of our research design and analysis.
• Contribute to research that pushes the financial advising industry forward.
• Develop a sustainable process and reusable causal model that the team can operate independently after the internship, ensuring continuity and scalability of insights.
Job Requirements
- Graduate student (MA/PhD) or college senior in statistics.
- Training in observational causal inference and causal machine learning.
- Strong foundation in statistical modeling and data analysis.
- Curiosity and exploratory creativity: the ability to go beyond validating predefined hypotheses and propose / uncover novel conversational levers.
- Experience working with large datasets (Python, R, or similar).
- Familiarity with NLP or interest in applying LLMs to real-world research problems.
- Intellectual curiosity and a passion for using data to drive impact.
- Commitment to methodological rigor and careful research design.
- Bonus: Familiarity with behavioral science, financial services and causal ML libraries such as EconML, DoWhy, or CausalNex.
Benefits
- $40/hour for part-time work (5–15 hours per week)
- Flexible, remote-friendly work environment.
- Hands-on research experience with a unique dataset and cutting-edge methods.
- Opportunity to publish, share, and apply your work in an industry with real-world stakes.
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