Investments AI Enablement Lead
Core
Lead AI adoption and enablement for investment professionals to enhance research, decision-making, and portfolio insight across Equity, Fixed Income, and Multi-Asset teams.
Role type
Senior IC AI Enablement Lead (Investments)
Builds
Scalable AI workflow assets, training programs, and agentic workflow implementations for investment research and portfolio management.
Domain
Asset Management / Financial Services / Generative AI
Deliverable
production ML models | product features | dashboards & analysis
Required skills
AI enablement, product management, technology strategy, investment research, LLMs, generative AI, prompting best practices, stakeholder influence, program leadership
Preferred skills
agentic workflows, orchestration, RAG, foundation models, CFA charter
Technologies
LLMs, generative AI platforms, agentic workflows, RAG
Responsibilities
Design and deliver structured AI training and coaching for investment professionals; Develop reusable workflow templates, prompt libraries, and playbooks; Partner with AI engineers to influence product roadmap and agent onboarding; Measure adoption outcomes and report to leadership; Enforce safety, compliance, and data stewardship in AI workflows.
Seniority
Senior, hands-on IC
