AI Strategist, Financial Services

Highlights

• Lead deployments of Perplexity Computer for hedge funds, PE and asset managers.
• Prototype agentic skills for screening, diligence and earnings analysis.
• Translate front-office investment workflows into product and data priorities.

What they offer

• Equity

Ideal candidate

Former investor or banker who lived front-office workflows and now wants to embed AI into them. High-agency, commercial and consultative, comfortable with senior deal teams and shaping ambiguous problems into deployed products.

Requirements

• 3+ years in investment banking, private equity, hedge funds, equity research, or institutional asset management
• 6+ years total across finance and technical GTM, sales engineering, solutions architecture, or AI product strategy
• Deep fluency in front-office workflows including screening, comps, diligence, and portfolio monitoring
• Strong intuition for AI products, agents, and workflows with ability to understand technical systems
• Comfortable partnering with Forward Deployed Engineers to scope builds and translate requirements
• Strong commercial instincts and comfort with MDs, partners, PMs, CIOs, and CTOs
• Excellent written and verbal communication for proposals, memos, and technical scopes
• High agency with ability to run multiple complex customer workstreams in parallel