### **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 ### **How This Engagement Works** * Flexible, part-time consulting arrangement * Project-based or retainer-based (depending on fit) * Regular collaboration with Goodfin’s product and AI teams * No obligation to bring clients or sell product ### **Why This Is Interesting** * Direct influence on how AI is applied to real investment decisions * Opportunity to shape the future of advisor-grade AI tools * Intellectual partnership with a senior, product-driven team * Early visibility into cutting-edge AI systems for private markets (and beyond — we will be launching other wealth products in 2026) If you care about the quality of investment decision-making — and want to help shape the tools that will define the next generation of wealth platforms — we’d love to talk.
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