QUANTITATIVE RESEARCHER · FOR FINANCIAL MARKETS

Quantitative Researcher

Engagement model for financial markets, quant research, and AI engineering

ENGAGEMENT · HOW WE WORK · NON-NEGOTIABLES4 STAGES · 5 NON-NEGOTIABLES · 1 POSTMORTEM

04 / engagement model

Four stages. Five non-negotiables.

The model is the same whether the engagement is a 2-week audit, a 6-month research lane, or a fixed-scope build. Each stage has a named output. Each non-negotiable is short enough to quote in the kickoff doc.

  1. 01

    Scope · first 24 hours

    Send the JD or the brief. I reply within 24 hours with a structured read: problem frame, proposed approach, evidence I would look at, expected output, and what would be a clean kill criterion. The first reply is the cheapest signal : if the framing is off, both sides save a week.

    OUTPUT · problem → approach → evidence → outcome → kill

  2. 02

    Cadence · weekly + on-demand

    Weekly 30-minute sync: status against the loop, blockers surfaced early, scope drift named in writing. Async between syncs. Hard-stop Friday afternoon for new requests : that signal is honored. If the work needs a daily stand-up, the engagement has a scope problem and we should renegotiate.

    OUTPUT · weekly sync · async in between · Friday lock

  3. 03

    Deliverables · proof-first

    Every deliverable ships with a runnable scorecard or reproducible methodology. Headline metrics are real. If a number can be falsified by running the code, the code is in the repo. If a claim depends on a private dataset, the claim is rewritten or removed.

    OUTPUT · code · scorecard · methodology · falsifiable claim

  4. 04

    Closeout · the postmortem

    Every engagement ends with a written postmortem : what worked, what did not, what we would do differently. KILLs are banked, not buried. The postmortem is short (1 page), dated, and lives in the methodology. If the work was a KILL, the postmortem still ships.

    OUTPUT · 1-page postmortem · dated · banked

Non-negotiables

  • Quant research on institutional data
  • Markets across APAC, EU, and US sessions
  • Open-source pipelines with reproducible scorecards
  • Async-first cadence with weekly 30-minute sync
  • Postmortem on every engagement, kill or ship

LAST UPDATED · 2026-08-09 · UTC+8