Credit Workflow Strategist
Core
Partner with the Head of Direct Data Services to codify leveraged finance (LevFin) workflow intelligence and translate complex client analytical needs into robust AI- and data-driven solutions.
Role type
Senior IC Credit Workflow Strategist (LevFin domain + AI)
Builds
AI platform features and tailored workflows for buyside, sellside, and advisory accounts
Domain
Leveraged finance credit markets + AI/LLM application
Deliverable
production ML models | product features
Required skills
LevFin credit market expertise, AI/LLM tool proficiency, prompt optimization, workflow automation, client relationship building, complex problem solving
Preferred skills
Experience working with product, data, or engineering teams
Technologies
LLMs, AI tools
Responsibilities
Codify LevFin workflow intelligence and scale solutions knowledge; Act as a client-facing domain expert to solve complex problems; Map user financial processes to embed AI platform; Prototype and design workflows to optimize manual credit analysis; Coordinate with product and engineering to translate feedback into features