AI Software Engineering Intern – Investment Research & Portfolio Analytics

AI Software Engineering Intern – Investment Research & Portfolio Analytics

Part-Time Paid Internship | Hybrid | Flexible Schedule | Through December 15, 2026

Are you a tech-savvy student, recent graduate, or early-career builder interested in AI, software engineering, financial data, stock market analysis, and investment research?

We are an independent fiduciary financial planning firm in the San Francisco Bay Area looking for an AI Software Engineering Intern to help build practical tools for investment research, portfolio analytics, data tracking, and internal business automation.

This is a hands-on internship for someone who wants to work on real-world projects, not just classroom theory. You will help turn business and investment research ideas into useful tools, dashboards, automations, and prototypes that can support better analysis and decision-making.

This role is ideal for someone who is curious, resourceful, and comfortable using modern AI tools to build quickly. You do not need to be a traditional coding expert, but you should be comfortable using AI coding tools, understanding basic code, troubleshooting errors, working with data, and learning independently.

We will provide real business problems, investment research ideas, financial planning context, and project direction. You will help figure out how to build them.

What You’ll Help Build

You may work on projects such as:

Investment research dashboards
Stock and ETF screening tools
Portfolio performance tracking tools
ETF comparison and holdings overlap tools
Market data API integrations
AI summaries of SEC filings, earnings transcripts, or company research
Data visualization and reporting tools
Backtesting and investment model prototypes
Workflow automations for internal business operations

The goal is to build useful internal tools that improve research, analysis, organization, and decision support.

Tools You May Use or Learn

Claude / Claude Code
ChatGPT / OpenAI Codex
Cursor
GitHub
Python or JavaScript
APIs
Excel / Google Sheets
Streamlit, Replit, Retool, Airtable, Notion, or similar tools
Financial data APIs such as Financial Modeling Prep, Tiingo, SEC EDGAR, Alpha Vantage, Finnhub, Nasdaq Data Link, or similar platforms
Zapier, Make, or other automation tools

You do not need to know every tool on day one, but you should be comfortable learning quickly and figuring things out independently.

You May Be a Great Fit If You

Are interested in AI, software, data, investing, and automation
Can use AI tools to help build, test, and improve scripts, dashboards, apps, or automations
Understand enough code to troubleshoot errors and make basic modifications
Can take a rough idea and turn it into a simple working prototype
Enjoy solving real-world problems, not just completing assignments
Can research APIs, tools, and technical solutions independently
Can explain what you are building in plain English
Are organized enough to document your work clearly
Want real project experience you can add to your resume, GitHub, or portfolio

This role is ideal for a student or early-career builder who wants meaningful experience building practical tools with real business use.

What Makes This Internship Valuable

This is a chance to gain hands-on experience outside the classroom by building real tools for a professional financial planning and investment management business.

You will have the opportunity to:

Build real-world AI and automation projects
Create portfolio-worthy examples of your work
Gain exposure to finance, investing, data, and business workflows
Practice using modern AI coding tools in a practical setting
Learn how business owners think about automation, research, and productivity

Important Note

This role is focused on internal research tools, dashboards, analytics, workflow automation, and prototype development.

Any investment-related tools will be used for research, education, analysis, and internal decision support only. This is not a role for unsupervised live trading, client-facing investment recommendations, or providing financial advice.

Schedule & Work Location

Part-time internship
Approximately 10–20 hours per week
Flexible schedule, with preference for daytime availability
Hybrid role: work from home plus occasional in-person work in Castro Valley and San Ramon, CA
Internship runs through December 15, 2026

Compensation

$20/hour

This is an entry-level paid internship designed for a student, recent graduate, or early-career builder who wants real-world experience, portfolio projects, and exposure to AI, automation, finance, and investment research.

How to Apply

Please submit your resume, GitHub profile or project samples if available, and a brief response to the following:

“Describe something you have built using code, AI tools, APIs, automation, or data. What did you build, what tools did you use, and what problem did it solve?”

Bonus points if you include examples of dashboards, scripts, apps, automations, GitHub repositories, school projects, AI-assisted projects, data analysis work, or finance/investment-related projects.

Equal Opportunity

We are an equal opportunity employer and welcome applicants from all backgrounds and experiences.

Work Location: Hybrid remote in Castro Valley and San Ramon, CA.