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Boosted.ai

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About

Boosted.ai offers AI-powered tools for investment management, including AI workflow automation, idea generation, portfolio workspaces, and stock research. Its flagship product, Boosted Insights, uses proprietary algorithms and large language models to analyze vast datasets, providing actionable insights and helping investors save time, improve portfolio metrics, and make better, data-driven decisions. The platform caters to institutional investors and advisors, offering features such as AI stock pickers, portfolio health scores, scenario analysis, and custom theme curation. Boosted.ai emphasizes explainability and transparency in its AI models and prioritizes data security. The company also offers extensive support and resources for its clients.

Platform
Web
Task
investment management

Features

large language models

ai workflow automation

ai stock research

portfolio workspaces

ai idea generation

portfolio modeling tools

proprietary algorithms

agentic ai assistant

FAQs

What is artificial intelligence and machine learning?

Artificial intelligence (AI) is any intelligence demonstrated by machines. Machine learning (ML) is a subset of AI where algorithms improve based on experience.

How can AI help me become a better investor?

AI/ML operates at an unmatched scale, uncovering investment opportunities and surfacing non-intuitive possibilities for enhanced portfolio performance.

What is quantamental investing?

Quantamental investing combines big data and engineering from quantitative finance with the expertise of traditional fundamental managers.

I am a retail investor – can I use Boosted.ai?

Boosted Insights is designed for institutional investors and advisors, not retail investors. Follow us on LinkedIn for updates.

What is your expertise in AI and finance?

Our team has decades of experience in AI and finance at companies like Microsoft, Google, Tiger Management, RBC, and more. See the Boosted.ai team page for details.

I already get great returns on my portfolio, why should I add machine learning to my process?

AI can significantly boost returns. Our white paper shows machine learning added an average of 232 bps of alpha to funds without changing holdings.

How can using machine learning help me reduce risk in my portfolio?

AI mitigates risk. Our models helped navigate the quant shock, surface risk in short positions, and pilot through black swan events.

How can AI improve my portfolio?

AI improves portfolios in various ways. Chat with us for more information.

I don’t have any quant expertise, how can I use this product?

Boosted.ai doesn't require quant expertise. It uses a point-and-click interface; you input features, and our ML creates a predictive model.

How long does it take to learn your AI software?

Boosted Insights is user-friendly, allowing immediate model creation. Our team provides support.

If your models are so good, why not just start a hedge fund?

We provide AI software, not investment advice. Our focus is on democratizing AI for asset managers.

Our firm requires explainability for our models – is Boosted.ai a blackbox?

Boosted.ai offers full model explainability, showing which features were most important in decisions.

If you have tons of people using Boosted Insights, won’t everyone come up with the same model?

Boosted Insights offers thousands of variables and allows importing custom data, making each model unique.

We are an ultra-private fund. How are you using our data?

Boosted.ai keeps client data strictly confidential and follows a strict data security protocol.

Can I use this system to make long-range predictions?

Boosted Insights accommodates various trading frequencies, from quarterly to daily.

Job Opportunities

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Boosted.ai

Client Success Associate

Boosted.ai provides AI-driven investment management tools, helping investors save time, improve portfolio metrics, and make data-driven decisions.

operationsonsiteToronto, CAfull-time

Benefits:

  • Work from anywhere

  • Comprehensive health benefits

  • Competitive compensation

  • Flexible hours and time off

Education Requirements:

  • Bachelor's degree in Finance, Economics, Business, Computer Science, or a related field

Experience Requirements:

  • At least one year of experience in financial services, consulting, or a similar role, within fintech or AI/machine learning environments

  • Proven experience in client-facing roles involving finance or strategic consulting

Other Requirements:

  • Excellent verbal and written communication and presentation skills

  • Strong analytical and problem-solving skills with a strategic mindset

  • Ability to build and maintain strong relationships with clients and internal teams

  • Proven track record of success in fast-paced, rapidly evolving technological environments, demonstrating adaptability and resilience

Responsibilities:

  • Provide exceptional support to clients by answering queries and assisting with software navigation

  • Ability to create and optimize prompts and workflows using agentic AI to enhance client interactions and drive efficient solutions

  • Ownership of designated accounts and/or management of a shared account pool through queue or incident routing tools, ensuring timely resolution of client inquiries and effective resource allocation

  • Conduct regular follow-up calls with clients to ensure satisfaction and engagement with our products

  • Assist in creating presentations and materials to educate clients about our offerings and enhancements

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Executive Assistant

Boosted.ai provides AI-driven investment management tools, helping investors save time, improve portfolio metrics, and make data-driven decisions.

Benefits:

  • Work from anywhere

  • Comprehensive health benefits

  • Competitive compensation

  • Flexible hours and time off

Experience Requirements:

  • 2-3 years of experience as an Executive Assistant or a similar role, prior experience supporting C-suite executives in a fast-paced environment is a plus

Other Requirements:

  • Excellent written and verbal communication skills, with the ability to interact confidently with senior leadership and external stakeholders

  • Proficient with G-Suite, Slack, Zoom, and other remote collaboration tools; experience with project management software is a plus

  • Resourceful, with an ability to anticipate needs and resolve issues before they escalate

  • Experience handling sensitive information with the highest level of discretion and professionalism

Responsibilities:

  • Support Leadership: Be the right hand to the CEO and CRO, managing calendars, scheduling meetings, coordinating travel, compiling expense reports, and handling day-to-day communications

  • Project Coordination: Collaborate with cross-functional teams to track and drive key projects forward, ensuring timely completion of action items

  • Meeting Preparation: Prepare agendas, take detailed meeting notes, and follow up on action items to ensure seamless execution

Show more details

Software Engineer

Boosted.ai provides AI-driven investment management tools, helping investors save time, improve portfolio metrics, and make data-driven decisions.

Benefits:

  • Work from anywhere

  • Comprehensive health benefits

  • Competitive compensation

  • Flexible hours and time off

Education Requirements:

  • BA, BS, MS, PhD in Computer Science, Computer Engineering or related technology field

Experience Requirements:

  • 2+ years programming experience in Python

Responsibilities:

  • Take ownership of the full development cycle

  • Partner with clients and other developers to design, build and roll out solutions that will optimize complex workflows

  • Understand and efficiently manipulate large datasets

  • Make quick, thoughtful decisions

  • Be a collaborative member of your team

Show more details

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