To help with this, we’re looking for a research intern with training in observational causal inference and causal machine learning who’s excited to apply their skills to real-world problems in financial advising.
Apply observational causal inference methods with clear identification strategies to isolate conversational variables that causally influence outcomes.
Engineer structured features from unstructured transcript data (e.g., advisor talk ratio, sentiment, interruptions, trust markers, hesitations) using LLMs, embeddings, and NLP.
Strengthen the methodological rigor of our research design and analysis.
Contribute to research that pushes the financial advising industry forward.
Develop a sustainable process and reusable causal model that the team can operate independently after the internship, ensuring continuity and scalability of insights.
Requirements
Graduate student (MA/PhD) or college senior in statistics.
Training in observational causal inference and causal machine learning.
Strong foundation in statistical modeling and data analysis.
Curiosity and exploratory creativity: the ability to go beyond validating predefined hypotheses and propose / uncover novel conversational levers.
Experience working with large datasets (Python, R, or similar).
Familiarity with NLP or interest in applying LLMs to real-world research problems.
Intellectual curiosity and a passion for using data to drive impact.
Commitment to methodological rigor and careful research design.
Bonus: Familiarity with behavioral science, financial services and causal ML libraries such as EconML, DoWhy, or CausalNex.
Benefits
$40/hour for part-time work (5–15 hours per week)
Flexible, remote-friendly work environment.
Hands-on research experience with a unique dataset and cutting-edge methods.
Opportunity to publish, share, and apply your work in an industry with real-world stakes.
Applicant Tracking System Keywords
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