Investments AI Enablement Lead
Core
Lead the adoption of AI tools and workflows 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 templates, prompt libraries, playbooks, and educational assets for investment research and portfolio management.
Domain
Asset Management / Financial Services / Generative AI
Deliverable
product features
Required skills
AI enablement, product management, investment research, LLMs, generative AI, prompting, stakeholder influence, program leadership
Preferred skills
Agentic workflows, RAG, foundation models, CFA charter
Technologies
LLMs, generative AI, agentic workflows, RAG
Responsibilities
Design and deliver structured AI training and coaching; develop reusable workflow assets and prompt libraries; partner with engineers to influence AI product roadmaps; measure adoption and impact metrics; enforce safety and compliance in AI workflows.
Seniority
Senior, hands-on IC
