Financial Research Associate, Ai Product

Financial Research Associate, AI Product & Testing – Hybrid AlgarveLocation:
Greater Faro / Loulé, Algarve – Hybrid (2–3 days/week in office)Employment Type:
Full-timeSeniority Level:
Mid-levelCompensation:
€**–€** gross annual (depending on experience)
About AieraWe're excited to help our client
Aiera.Com, a fast-growing, well-funded American startup in the
financial technology
industry, expand their team in the
Algarve .
We are hiring a
Research Associate
to help advance AieraChat—our AI-enabled financial research experience—by building and executing finance-specific testing workflows and helping shape product improvements.
This role is ideal for a candidate who has worked as an
associate/junior team member on an investment banking or institutional research team
and is looking to pivot into an
AI product-focused company.
You will use your finance and research background to craft realistic research questions, validate AI outputs against expectations, and translate findings into actionable recommendations for Product, Engineering, and Research Operations.
This is a
product and testing
role grounded in
real-world research workflows —not a technical engineering role.
Why This Opportunity Stands OutJoin a
fast-growing US scale-up
in the financial industry — backed by strong funding and a global vision.Work on a
cutting-edge SaaS platform
that uses
AI to transform financial research .
Be part of an
international, innovation-driven culture
— collaborate directly with product, QA, and engineering teams under US management.Enjoy the Algarve lifestyle
— combine meaningful, high-impact work with one of Europe's best living environments.Help shape the company's
first European research & engineering hub.
The Work You'll DoFinance Workflow Testing & AI Output Review (Core)Draft
finance- and research-specific questions
(test prompts) that reflect how buy-side and sell-side users actually research companies, sectors, and macro themesExecute structured test runs in AieraChat across common workflows (earnings, revisions, catalysts, valuation framing, peer comps, macro impacts, event-driven scenarios)Assess responses for:-- financial accuracy (numbers, definitions, consistency)-- reasoning quality (logic, assumptions, completeness)-- relevance and usefulness (did it answer what a real user asked?-- proper citation/grounding behaviors when applicableIdentify failure patterns: hallucinations, stale/incorrect claims, misinterpretation, missing context, weak explanations
Test Script & Scenario Development (High-Impact Ownership)Build and maintain a library of
test scripts
and scenario packs (by sector, use case, complexity)Create standardized "expected outcome" guidance for recurring question types (what a good answer looks like)Expand edge-case coverage (conflicting sources, partial info, estimate deltas, corporate actions, unusual accounting, macro shocks)Partner with QA to ensure scenarios are reproducible, traceable, and useful for release readiness
Product Development Support (Translate Findings Into Improvements)Turn testing outcomes into
product-ready feedback :-- clear issue write-ups (what happened, what should happen, why it matters)-- severity and user impact assessment-- suggested improvements (UX, product logic, content handling, guardrails, prompt patterns)Participate in bug triage and product review sessions with Product and EngineeringHelp validate fixes and confirm improvements across regression test runsContribute to roadmap discussions by identifying recurring user needs and workflow gaps
Research Expertise & Quality Standards (User Lens)Bring the "associate mindset" to define what "good" looks like for financial research workflows:-- clarity, structure, correct framing, and decision-useful context-- appropriate use of financial terminology-- capturing thesis, catalysts, risks, and key drivers in a way that matches institutional expectationsHelp establish consistent quality standards across sectors and research styles
Who We're Looking For - Required Skills & Experience2–6 years
of experience as an associate/junior professional in:-- investment banking (IB) / equity capital markets / industry coverage teams,
or-- sell-side equity research, buy-side research, asset management research,
or-- related institutional research functions (strategy, macro research, credit research, etc.)
Strong ability to
think like a research user : ask the right questions, pressure-test answers, and evaluate usefulnessComfortable reviewing financial content for accuracy and coherence (metrics, ratios, drivers, catalysts, risks)Excellent written communication—able to produce clear test prompts, expected outcomes, and issue documentationHigh attention to detail and strong organizational habits (scenario libraries, tracking, regression disc