Investment AI Advisory
Core
Bridge investment professionals and AI technology teams to identify, define, and drive the adoption of AI tools within equity research and investment workflows.
Role type
Senior IC investment AI advisory specialist
Builds
AI-enhanced research and investment processes for Equities strategies
Domain
Alternative investments / Equities / AI in finance
Deliverable
product features
Required skills
Equity research, financial modeling, thesis development, P&L management, buy-side experience, product partnership, requirements translation, 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