Consultant - Enterprise Risk Advisory 4B
Core
Identify and translate operational processes into AI-enabled workflows, automations, and agents to drive process improvement and risk management in the investment management industry.
Role type
Senior IC Enterprise Risk & AI Automation Consultant
Builds
Scalable AI workflows, automated reporting, and risk control mechanisms for global enterprises
Domain
Investment Management / Enterprise Risk / AI & Automation
Deliverable
production ML models
Required skills
Investment Management domain knowledge, Operations domain expertise (reporting, reconciliation), Financial product knowledge (Equities, Fixed Income, Mutual Funds), LLM tools and prompt engineering, AI risk and governance, Process mapping and RCA, Alteryx, Power BI, Power Apps, Excel VBA/macros, SQL
Preferred skills
CFE, CISA, ITIL 4, Lean Six Sigma, Azure Security Engineer
Technologies
Alteryx, Power BI, Power Apps, Excel VBA, SQL, LLMs
Responsibilities
Translate manual workflows into scalable automations with controls; Develop and refine prompts and AI templates; Integrate AI solutions with enterprise platforms; Implement validation checks and human-in-the-loop mechanisms; Lead process improvement initiatives (map as-is/to-be, eliminate waste); Test and optimize model performance; Design and build AI agents using LLMs for reporting and reconciliation; Drive AI adoption and train users; Ensure data quality and auditability; Build automated reporting and dashboards.
Seniority
Mid-to-Senior, hands-on IC
