Investment Strategist, Artificial Intelligence
Core
Serve as a leading investment-facing subject matter expert on AI, articulating how artificial intelligence and innovative tools are thoughtfully used across the investment process to clients, prospects, and internal stakeholders.
Role type
Senior investment strategist (AI & innovation)
Builds
Client-facing narratives, thought leadership content, and standardized messaging on AI's role in investment research and decision-making.
Domain
Asset Management / Artificial Intelligence
Deliverable
product features
Required skills
Investment management experience, AI and emerging technologies expertise, client presentation and storytelling, cross-functional collaboration, market analysis
Preferred skills
MBA or CFA, experience with generative or agentic AI, digital innovation within investment management
Technologies
Generative AI, Agentic AI, Investment Technology Platforms
Responsibilities
Represent investment approach to AI at client engagements and industry events; Partner with investment and technology teams to understand AI applications in the investment process; Develop presentations and thought leadership translating complex AI concepts for investment audiences; Support commercial outcomes by partnering with sales and marketing teams; Monitor AI developments and capture external feedback to inform client engagement priorities.
Seniority
Senior, hands-on IC with client-facing responsibilities
