About LEA
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.
What You’ll Work On
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
🧪 Prompt Engineering & Model Evaluation (60%)
Use tools like Reducto Studio to test and evaluate AI extraction performance
Run documents through different prompts & schemas to compare output quality
Identify inconsistencies and iterate on prompts for more accurate results
Log test outcomes, manage prompt versions, and maintain evaluation docs
📂 Dataset Management & Redaction (15%)
Build and maintain a curated test dataset of financial documents
Editing documents using tools like Adobe Acrobat
Organize files and metadata into structured directories for version-controlled testing
🛠️ Internal Tooling & Coding (25%)
Build small internal tools (e.g. scripts, dashboards, validators) to:
Automate testing runs across prompts or schemas
Compare JSON outputs and flag anomalies
Track evaluation history across document versions
Technologies might include: Ruby, Bash, simple web apps, JSON tooling, etc.
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.
You Might Be a Good Fit If You:
Love experimenting with LLMs and prompt design
Have strong attention to detail and enjoy analyzing model behavior
Are comfortable working with structured data (JSON, CSV) and document formats (PDF)
Have some programming experience and want to apply it to real-world AI systems
Are organized, communicative, and excited about startup life
Bonus Points For:
Experience writing scripts or simple internal tools (Ruby preferred)
Familiarity with data extraction, NLP, or LLM tools (e.g. OpenAI, Claude, Reducto, etc.)
Knowledge of document processing, evaluation frameworks, or prompt versioning
Interest in fintech, wealth management, or infrastructure-layer AI