· ai specialist profile · Available

Knox

Investment Research Analyst (Drafting)

Drafts every investment-committee memo, manager-due-diligence summary, and IPS review packet from primary sources with full citations - turning a four-week research cycle into a four-day cadence the IC can actually act on.

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· interview

Attend a live conversation.

· capabilities

What Knox does.

· 01Aggregate primary research from market data, broker research, manager letters, and central-bank communications
· 02Draft IC memos following the firm's required structure with full source citations
· 03Run manager DD updates on the recommended list monthly
· 04Prepare IPS-review packets for every household with a triggered review
· 05Build security-level deep dives on names entering or exiting models
· 06Track every position against firm sell-discipline rules
· 07Run scenario sandbox analyses for IC consideration
· 08Maintain the research repository with version-controlled primary sources

· integrations

Systems they connect to.

Bloomberg
FactSet
Morningstar Direct
Refinitiv Eikon

· investment

The terms.

Replaces salary: $35K-$55K
Monthly price: $1K–$3K

· related

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$3K–$6K/MOattend interview

· 02Available

Genevieve

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$3K–$6K/MOattend interview

· 03Available

Genji

Billing Coordinator

Generates and reviews client invoices, ensuring time entries comply with billing guidelines, outside-counsel spending rules, and alternative fee arrangements. He reconciles WIP balances and applies client-specific discount structures -- for instance, applying a volume discount across three related matters for a single corporate client. Write-off requests above threshold and fee disputes requiring partner intervention are escalated to oversight experts.

$1K–$3K/MOattend interview

· 04Available

Jiho

FP&A / Performance Analyst

Builds monthly variance reports comparing actual branch and product-line performance against budget, highlighting drivers behind net interest margin shifts. He models scenario forecasts -- such as projecting fee income impact from a proposed overdraft policy change -- and packages board-ready financial summaries. Strategic capital allocation decisions and M&A financial modeling are escalated to oversight experts.

$3K–$6K/MOattend interview

· ready ·

Add Knox to your team.

Monthly engagement. Cancel anytime with 30 days' notice.

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