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LEA is building the document understanding API for wealth management .
We help financial advisors and RIA (Registered Investment Advisor) firms unlock the power of their client documents using AI-powered data extraction and workflow automation.
By structuring data from PDFs like brokerage statements and financial plans, we enable use cases like proposal generation, onboarding, and client insights — integrating directly into systems like Orion, Morningstar, or internal advisor portals.
We’ve closed our seed round and are growing our team to refine our extraction engine and bring powerful, AI-driven workflows to the wealth management industry.
This role is a mix of prompt engineering, model evaluation, internal tooling, and data curation .
You’ll support our efforts to test and improve how we extract structured financial data from unstructured documents.
While most of the work will focus on testing and refining model outputs, you’ll also spend ~25% of your time coding — building internal tools to streamline this process .
💻 Key Areas of Focus
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This part of the role is where you can flex your technical skills — and help us improve how we measure and enhance the extraction quality at scale.
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Internship
No Prior Experience Required
Onsite
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