Investment AI Advisory
Core
Bridge investment professionals with AI technology to enhance research and investment workflows in Equities.
Role type
Senior IC investment AI advisory specialist
Builds
AI-enhanced research tools and scalable investment workflows for Equities strategies
Domain
Alternative investments / Equities / AI in finance
Deliverable
product features
Required skills
equity research, financial modeling, thesis development, P&L management, requirements translation, product partnership, AI tool fluency, stakeholder management
Preferred skills
systematic/event-driven/volatility strategies, alternative data, market data infrastructure, client advisory
Technologies
AI chat interfaces, AI agents, coding assistants
Responsibilities
Partner with Portfolio Managers to identify high-value AI use cases; Translate investment workflows into actionable requirements for engineering; Prioritize features and test early builds; Drive adoption through demos and workshops; Identify recurring workflows for scalable solutions