Applied AI specialist

Job Responsibilities

• Deploy and scale AI tools for approximately 30 global users, embedding adoption into durable workflows.
• Build and maintain data pipelines and infrastructure integrating structured and unstructured data from 20+ years of proprietary databases and third-party sources.
• Partner with the investment team to enhance research through AI tools that improve analysis, monitoring, and idea generation.
• Connect research and data platforms to AI-enabled workflows, creating reusable templates and models.
• Streamline and automate accounting, finance, and performance reporting workflows.
• Support business development and client relationships through AI-enabled client reporting and CRM tracking.
• Automate client-facing deliverables, including presentations and recurring communications.
• Oversee data quality, governance, and reliability to ensure accurate and auditable outputs.
• Manage outsourced IT and vendors across infrastructure, cloud, security, and privacy.
• Lead project management across timelines, stakeholder alignment, and change management.

Qualifications

• 4 to 10 years of experience delivering technology or data-driven solutions in a business environment.
• Hands-on experience with applied AI, data platforms, or automation, including structuring large datasets.
• Strong grasp of operationalizing data systems and integrating third-party sources into workflows.
• Ability to translate business needs into scalable technical solutions without hands-on coding.
• Prioritization of data governance, security, and privacy, including managing outsourced IT.
• Excellent stakeholder management and communication across technical and non-technical audiences.
• Prior experience in financial services or investments is a plus.

Pay

Salary: $200,000 – $200,000, Plus Bonus