Asset Management Professionals - AI Residency

About Mentis AI

Mentis AI works at the intersection of institutional investment expertise and frontier AI systems. Our team combines deep asset management experience (Lazard, Partners Group) with machine learning and applied AI research. Operating across London and San Francisco, we collaborate with leading AI labs to improve how models reason, generalize, and make decisions in high-stakes financial contexts.

The Opportunity

AI is rapidly becoming embedded into core investment workflows — from securities research and portfolio construction to risk management and client reporting. This Asset Management Professionals - AI Residency is designed for senior research analysts and portfolio managers who want early, practical exposure to how advanced AI systems are built, evaluated, and improved in the context of long-only fundamental investing.

You will:

• Construct expert benchmarks: Build and validate real-world investment cases, securities analyses, and portfolio management frameworks used to evaluate frontier AI systems.
• Stress-test model reasoning: Diagnose weaknesses in AI-generated investment analyses, identifying where logic, assumptions, or market intuition fail.
• Design frameworks: Translate how institutional investors evaluate securities, construct portfolios, and manage risk into problems that push the limits of AI reasoning.
• Compare human vs. machine judgment: Systematically evaluate divergence between professional investment reasoning and AI outputs across equities, fixed income, and multi-asset contexts.

Why This Experience Is Valuable

• You will be among the first institutional investment professionals to work directly on how frontier AI models reason about public markets and portfolio management.
• A distinctive profile for anyone who wants to sit at the intersection of investing and AI — whether at an asset manager, an AI company, or building something themselves.
• Hands-on exposure to how AI is reshaping investment workflows, from fundamental research and portfolio construction to client communication and risk attribution.

Who You Are

• 4+ years of experience at a major long-only institutional manager (e.g. BlackRock, Vanguard, Fidelity, Capital Group, T. Rowe Price, Wellington, PIMCO, MFS, Neuberger Berman, Jennison, Artisan Partners)
• Senior Research Analyst or Portfolio Manager level
• Deep expertise in equities, fixed income, or multi-asset portfolio management
• Experience conducting fundamental analysis, writing investment commentary, and engaging with company management or issuers
• Familiarity with client reporting, risk attribution, and investment policy constraints
• Genuine intellectual curiosity about the application of AI in institutional finance

Residency Structure

• Commitment: 15+ hours/week, flexible scheduling
• Location: Remote globally, or in-person if based in London or San Francisco
• Compensation: Paid professional engagement
• Start date: Immediate / Rolling

Key skills/competency

• Investment Analysis
• Portfolio Management
• Risk Management
• Securities Research
• AI Evaluation
• Fundamental Analysis
• Machine Learning Application
• Financial Modeling
• Institutional Investing
• Client Reporting