At Captide, we're constructing the autonomous intelligence layer that underpins global capital markets. Our mission is to transform how financial professionals interact with data by leveraging advanced AI to deliver precise, actionable insights from complex financial documents.
Our platform empowers analysts to query the largest database of financial disclosures with unparalleled accuracy, extracting critical information on financials, governance, and transactions in seconds. By automating the extraction and analysis of insights from a wide range of documents, including filings and investor relations documents, we enable teams to focus on strategic decision-making rather than manual data processing.
Why Join Captide?
- Exceptional Traction: Our platform is already trusted by leading investment banks, hedge funds, and private equity firms to streamline their research processes.
- World-Class Team: We prioritize talent density, bringing together experts in AI, finance, and software engineering who are passionate about redefining financial analysis.
- Rapid Growth Environment: Operating in a fast-paced setting means you'll learn quickly, take on new challenges, and have a significant impact from day one.
- Frontier Technology: We're at the cutting edge of AI, pushing the boundaries of what's possible in financial document analysis and knowledge extraction.
- Transformative Product: Our platform doesn't just support analysts—it amplifies their capabilities, turning weeks of work into minutes.
What You’ll Do
- Act as the voice of the financial user—translating investment workflows, data needs, and pain points into product ideas and features.
- Analyze product usage patterns, conduct user research, and generate insights that drive roadmap priorities.
- Help design and test AI agents that assist with financial tasks like modeling, benchmarking, diligence, and data extraction.
- Work closely with engineering, product, and design to shape intuitive, high-leverage product experiences for institutional users.
- Develop and maintain frameworks for prioritizing features based on impact, complexity, and customer value.
- Identify gaps in the product through your firsthand understanding of how analysts and investors actually work.
What You’ll Need
- 2–5 years of experience in equity research, investment banking, private equity, or a similarly analytical, high-stakes financial role.
- Strong grasp of financial statements, valuation methodologies, industry modeling, and capital markets.
- Excellent analytical skills—you’re as comfortable pulling insights from data as you are from user interviews or market signals.
- Clear communicator with the ability to interface across technical and non-technical teams.
- Bonus: experience in product, fintech, or working closely with technical teams (not required, but a plus).
Who You Are
- Driven: You move fast, raise the bar, and expect the same from your team.
- Mission-Oriented: You're excited to shape the future of finance through innovative technology.
- Problem Solver: You see ambiguity as an opportunity to lead and innovate.
- Curious: You have a passion for learning about AI, technology, and finance.
- Owner: You take full responsibility, work independently, and have a bias for action.
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