AI Deployment Lead, Investment Banking

AlphaSense removes uncertainty from decision-making for the world’s most sophisticated companies with market intelligence and search built on proven AI. Our platform delivers insights from a universe of public and private content—equity research, company filings, event transcripts, expert calls, news, trade journals, and clients’ own research. Following the 2024 acquisition of Tegus, AlphaSense and Tegus now accelerate growth, innovation, and content expansion, offering complementary product and content capabilities that enable users to unearth comprehensive insights from thousands of content sets. Trusted by over 6,000 enterprise customers, including a majority of the S&P 500, AlphaSense was founded in 2011 and is headquartered in New York City with more than 2,000 employees across the U.S., U.K., Finland, India, Singapore, Canada, and Ireland.

About the Team

AlphaSense’s Product team develops AI-powered solutions that enable professionals to make smarter, faster, and more informed decisions. The team is a diverse, global collective of operators, craftspeople, innovators, and visionaries who share a passion for solving complex problems and delivering exceptional user experiences. Within Product, the SuperAnalyst team builds agentic finance capabilities, while the Forward Deployed team—comprised of ex-practitioners—embeds with priority accounts as trusted partners, calibrating skills to each firm’s methodology and driving hands-on adoption.

About the Role

As an AI Deployment Lead, you will define and drive the product roadmap by working directly with marquee financial services clients. Leveraging your front-office finance experience and intuition for AI-driven workflows, you will blend product development with forward-deployed adoption of AI. You’ll collaborate cross-functionally across Product and GTM to reinvent investment banking workflows into agentic capabilities and applications on the AlphaSense platform. This includes scoping core client processes, building trusted relationships, designing new AI use cases, and driving adoption. In marquee engagements, your goal is to make SuperAnalyst core to how banking teams research, pitch, model, and execute.

Responsibilities

• Lead forward-deployed client engagements to build bespoke AI applications and fine-tune the product for specific workflows and outcomes.
• Conduct GTM demos that demonstrate how SuperAnalyst enhances real work, such as company research, financial modeling, valuation, and deliverables.
• Build consultative relationships with clients, establishing AlphaSense’s credibility and guiding evaluations toward decisions by anticipating how bankers think.
• Own the proof-of-value by scoping bespoke evaluations, building and calibrating custom skills for coverage groups, product areas, and deal workflows.
• Set success criteria with prospects upfront, tie them to leadership priorities, and produce evidence that turns interest into commitment.
• Develop deep, hands-on fluency with SuperAnalyst’s capabilities and underlying models to become the definitive authority on how the platform can transform banking workflows.
• Stay ahead of emerging AI tools and translate new capabilities into concrete wins for your accounts.
• Translate bespoke deployment solutions, new use case discoveries, and client feedback into central product features, shaping the roadmap and strengthening AlphaSense’s competitive edge.

Requirements

• 2+ years of work experience at a top-tier investment bank.
• Strong fluency in core banking workflows, including financial modeling, valuation, M&A, capital markets, due diligence, and client presentations.
• Exposure across the full deal cycle, from origination through execution, with hands-on ownership of live deal deliverables.
• Outstanding communication skills, capable of leading polished demos or explaining complex financial concepts on the fly to stakeholders ranging from analysts to Managing Directors.
• Structured and outcome-oriented mindset with a GTM instinct for scoping proof-of-value, defining success criteria, and building business cases that drive successful client evaluations.
• Genuine curiosity about AI and conviction about its potential to reshape investment banking.
• Bachelor’s degree or above.

Pay

Base compensation range: $145,000—$200,000 USD. Final offer amounts are determined by candidate experience and expertise and may include performance-based bonuses, equity, and a generous benefits program.