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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