AI Strategist, Financial Services

Highlights

• Build agentic AI platform for professional finance workflows.
• Partner with hedge funds, PE and asset managers to automate investing.
• Lead demos for screening, diligence, earnings and portfolio monitoring.

What they offer

• Offers Equity

Ideal candidate

Former banker, investor, or researcher who lives front-office workflows and thrives turning ambiguous client problems into shipped AI solutions with high agency and commercial drive.

Requirements

• 3+ years in investment banking, private equity, hedge funds, equity research, or institutional asset management
• 6+ years total spanning finance plus technical GTM, sales engineering, solutions architecture, or applied AI
• Deep fluency in front-office workflows: screening, comps, diligence, earnings, research synthesis, portfolio monitoring
• Strong intuition for AI products, agents, and workflows and ability to understand technical systems
• Comfortable scoping builds with Forward Deployed Engineers and translating requirements into specs
• Demonstrated ability to turn ambiguous problems into scoped deployment plans with success metrics
• Strong commercial instincts and comfort operating with MDs, partners, PMs, CIOs, and CTOs
• Excellent written and verbal communication for proposals, memos, scopes, and launch narratives