SECTION I · THE BRIEF
Brief #21172Updated 24 JUN 2026BOULDER, COGreenhouseSOFTWARE COMPANIES
Employbl Dossier

Lead, Quant AI Investments

Sprung from the confluence of wealth management and philanthropy, TIFIN Give empowers advisors to grow their practices by engaging clients in a digital charitable giving platform. TIFIN Give engages the whole family to…

Location
Boulder, CO
Company size
100–500
Posted
1w ago
Via
Greenhouse
Section II · Premium ProfileMembers only
  • 01Comp band & equity packageLocked
  • 02Seniority & experience requirementsLocked
  • 03Interview process & rubricLocked
  • 04Hiring manager & team contextLocked
  • 05Growth trajectory in this roleLocked
  • 06Offer & decision timelineLocked

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Lead, Quant AI Investments - TIFIN Give

View Company Profile
Job Title
Lead, Quant AI Investments
Job Location
Boulder, CO
Job Description

WHO WE ARE

TIFIN builds the AI operating layer for wealth. Our platform delivers agentic workflows across the industry’s core personas—investors, advisors, investment teams, and operations—so financial institutions can move faster, serve more clients, and deliver better outcomes with the same (or fewer) resources. We combine finance-native AI, specialized data, and enterprise-grade controls to deploy secure, compliant capabilities into real production environments.

WHAT SETS US APART

  • Speed: We build and ship quickly—MVPs in ~3 months, production-ready products in ~6–12 months.
  • Track Record: Prior exits include 55ip (acquired by J.P. Morgan) and Paralel Technologies
  • Strategic Partners: Partners include J.P. Morgan, SEI, Franklin Templeton, Morningstar, Broadridge, Motive Partners and Tectonic Ventures.
  • World-Class Team: Complimentary expertise across AI and financial services, with experience from Google, Microsoft, Uber, PayPal, eBay, BlackRock, LPL, Franklin Templeton, Morgan Stanley, Broadridge and more. 

OUR VALUES

  • Grow at the Edge. We are driven by personal growth fueled by a beginner’s mindset. We get out of our comfort zone and keep egos aside. With self-awareness and integrity we strive to be the best we can possibly be. No excuses.
  • Understanding through Listening and Speaking the Truth. We communicate with authenticity, precision and integrity to create a shared understanding. We identify opportunities within constraints and propose solutions in service to the team.
  • I Win for Teamwin. We believe in staying within our genius zones to succeed and taking accountability for driving results. We are all individual contributors first and always thinking about what can be better.

WHAT YOU'LL BE DOING:

As we scale our platform of investment intelligence products, we are seeking someone to lead the intersection of quantitative research, AI innovation, and product strategy. You will shape how systematic investing, personalization, and intelligent systems redefine the investor experience.

This is a hands-on leadership role for someone who can move fluidly between portfolio theory, model development, AI systems, and product strategy. You will translate cutting-edge quantitative research and AI capabilities into scalable, revenue-generating investment products. 

THE ROLE:

  • Lead the full lifecycle of quantitative model development — from ideation and backtesting to production deployment — across portfolio construction, risk, and factor modeling.
  • Shape AI-driven investment intelligence by embedding LLMs, ML, and generative AI directly into research, analytics, and advisor workflows.
  • Own a high-impact product roadmap at the intersection of quantitative finance and AI, with direct influence over revenue-generating capabilities.
  • Work hands-on in Python alongside engineering to build scalable, production-grade investment systems on a cutting-edge digital wealth platform.

WHO YOU ARE:

  • MS/PhD in a quantitative discipline (Financial Mathematics, Statistics, CS, Engineering, or similar)
  • 5–10+ years in quantitative investment research, portfolio optimization, or investment product development
  • Proven ability to bridge quant research and production platform implementation
  • Strong Python skills; hands-on coder comfortable working alongside engineering
  • Deep expertise in quant strategy development — portfolio optimization, risk/factor modeling, and statistical/predictive modeling
  • Practical experience applying modern AI/ML (transformers, LLMs, NLP, embeddings) to production investment workflows, including agentic pipelines

COMPENSATION AND BENEFITS PACKAGE:

$150,000 - $225,000 USD, commensurate with experience.

Relocation assistance is available for candidates currently outside of the Boulder area.

In addition to cash compensation, a meaningful equity stake is a significant part of the overall package. Package also includes benefits program eligibility: Comprehensive health, dental and vision coverage, retirement benefits and flexible PTO. 

Please note that we are not able to provide visa sponsorship for this role. Candidates must be authorized to work in the US without sponsorship. 

TIFIN is proud to be an equal opportunity workplace and values the multitude of talents and perspectives that a diverse workforce brings. All qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status.

Please see more details on our privacy practices in our Privacy Notice here.

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TIFIN Give Headquarters Location

Boulder, CO

View company profile

TIFIN Give Company Size

Between 100 - 500 employees

TIFIN Give Founded Year

2020

TIFIN Give Total Amount Raised

$3,750,000

TIFIN Give Funding Rounds

View funding details
  • Series Unknown

    $3,000,000 USD

  • Series Unknown

    $3,750,000 USD

  • Pre Seed

    $3,750,000 USD

  • Pre Seed

    $3,750,000 USD

  • Series Unknown

    $8,999,879 USD

  • Corporate Round

    $10,000,000 USD

  • Debt Financing

    $7,650,000 USD

  • Series A

    $10,000,000 USD

  • Series D

    $109,000,000 USD

  • Series C

    $47,000,000 USD

  • Series B

    $22,300,000 USD

  • Series A

    $22,000,000 USD

  • Series Unknown

    $5,375,000 USD