AI Deal Execution & Pitchbook Associate

Santriya Technologies; United States; Remote; USD 100,000 - 140,000; Full time

Job summary

Santriya Technologies Ltd is seeking an AI Deal Execution & Pitchbook Associate to support origination and execution through AI-assisted drafting, research and workflow management while ensuring all client materials, analysis and transaction outputs are independently verified.

The role emphasizes adherence to approved product documentation and governance, using enterprise AI tools, and maintaining strict data confidentiality and accuracy in every client engagement.

Responsibilities

• Prepare pitchbooks, transaction materials, management presentations and process trackers.
• Use AI to create first drafts, organize diligence themes and summarize documents in approved environments.
• Verify every market statistic, financial number, client fact and transaction statement against authoritative sources.
• Coordinate workstreams, deliverables, advisors, client requests and internal approvals.
• Support valuation and financial analysis using controlled models and clearly documented assumptions.
• Maintain version control and confidentiality for sensitive deal information.
• Prepare meeting notes and action logs, correcting AI summaries before circulation.
• Escalate conflicts, disclosure, conduct or execution risks promptly.

Job description

Job Summary

Santriya Technologies is seeking an AI Deal Execution & Pitchbook Associate to support origination and execution through AI-assisted drafting, research and workflow management while ensuring all client materials, analysis and transaction outputs are independently verified.

Product & documentation operating model

You will be assigned one or more company products, client solutions or operational services. The approved product documentation, SOPs, policies, process maps, knowledge articles, release notes, controls, scripts and AI runbooks are the source of truth. Use only approved enterprise AI tools to retrieve, summarize, draft, classify, prioritize or automate work. Validate material AI outputs against current documentation and authoritative system data, record exceptions, and elevate conflicts or missing guidance. Do not invent product features, prices, customer entitlements, engineering limits, regulatory positions or safety instructions.

Key Responsibilities

• Prepare pitchbooks, transaction materials, management presentations and process trackers.
• Use AI to create first drafts, organize diligence themes and summarize documents in approved environments.
• Verify every market statistic, financial number, client fact and transaction statement against authoritative sources.
• Coordinate workstreams, deliverables, advisors, client requests and internal approvals.
• Support valuation and financial analysis using controlled models and clearly documented assumptions.
• Maintain version control and confidentiality for sensitive deal information.
• Prepare meeting notes and action logs, correcting AI summaries before circulation.
• Escalate conflicts, disclosure, conduct or execution risks promptly.

AI-enabled ways of working

• Use approved GenAI copilots, enterprise search/RAG, analytics and workflow agents to reduce repetitive work and improve decision preparation.
• Keep prompts, outputs and automated actions within approved data-access, confidentiality and retention rules.
• Correct inaccurate summaries, classifications or recommendations before they become customer, operational or system records.
• Feed recurring AI errors, knowledge gaps and process friction into product, documentation and improvement.

Human accountability

AI is a copilot, not the accountable decision-maker. The role holder remains responsible for judgement, quality, privacy, security and appropriate escalation. Credit, fraud blocking, legal/regulatory, financial advice, safety-critical, clinical, employment and other high-impact decisions must follow delegated authority and required human review.

Success Measures

• Material preparation time reduces
• Factual/reconciliation errors remain low
• Deal actions and versions are controlled
• Senior time shifts toward client judgement and negotiation