AI Deployment Lead, Investment Banking

AlphaSense; New York (NY); On-site; USD 145,000 - 200,000; Full time

Job summary

AlphaSense is seeking an AI Deployment Lead to define and drive product roadmaps with marquee financial services clients. You bring front-office finance experience and a passion for blending product development with AI-driven adoption, shaping how banks use SuperAnalyst in research, modeling, and decision-making.

You will guide cross-functional work with Product and GTM, scoping core processes, building client relationships, and driving adoption of AI-enabled workflows for investment banking

Qualifications

• 2+ years of work experience at a top-tier investment bank.
• Strong fluency in banking workflows: modeling, valuation, M&A, capital markets, due diligence, and client presentations.
• Excellent communicator with ability to build trust with stakeholders from analysts to MDs.

Responsibilities

• Lead forward-deployed client engagements to build bespoke AI applications and tailor our product to client workflows.
• Build trusted relationships to drive partnership and product adoption and guide evaluations to a decision.
• Scope bespoke bank evaluations, calibrate model skills to coverage groups, and define measurable success criteria.

Skills

Investment banking experience

Financial modeling

Valuation

M&A

Capital markets

Due diligence

Client presentations

Excellent communication

Education

Bachelor's degree or above

Job description

About Alpha Sense

The world’s most sophisticated companies rely on AlphaSense to remove uncertainty from decision-making. With market intelligence and search built on proven AI, AlphaSense delivers insights that matter from content you can trust. Our universe of public and private content includes equity research, company filings, event transcripts, expert calls, news, trade journals, and clients’ own research content.

About Alpha Sense

The world’s most sophisticated companies rely on AlphaSense to remove uncertainty from decision-making. With market intelligence and search built on proven AI, AlphaSense delivers insights that matter from content you can trust. Our universe of public and private content includes equity research, company filings, event transcripts, expert calls, news, trade journals, and clients’ own research content. The acquisition of Tegus by AlphaSense in 2024 advances our shared mission to empower professionals to make smarter decisions through AI-driven market intelligence. Together, AlphaSense and Tegus will accelerate growth, innovation, and content expansion, with complementary product and content capabilities that enable users to unearth even more comprehensive insights from thousands of content sets. Our platform is trusted by over 6,000 enterprise customers, including a majority of the S&P 500. Founded in 2011, AlphaSense is headquartered in New York City with more than 2,000 employees across the globe and offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland. Come join us!

About The Team

AlphaSense’s Product team stands at the forefront of innovation, developing AI-powered solutions that enable professionals to make smarter, faster, and more informed decisions. Our team, a diverse and global collective of operators, craftspeople, innovators, and visionaries, shares a passion for solving complex problems and delivering exceptional user experiences. Within Product, the SuperAnalyst team builds agentic finance capabilities, and our Forward Deployed team is how they reach customers—ex-practitioners who embed with priority accounts as trusted partners, calibrate skills to each firm’s methodology, and drive hands‑on adoption. If you’re passionate about creating industry‑leading AI applications that shape the future of finance, we’d love to meet you.

About The Role

As an AI Deployment Lead, you are AlphaSense’s industry professional defining and driving product roadmap by working directly with marquee financial services clients. You have front‑office finance experience, intuition for how to use AI in your workflows, and interest in blending product development and forward deployed adoption of AI.

You’ll work cross‑functionally across Product and GTM, leading AlphaSense’s effort to reinvent the workflows of investment banks into agentic capabilities and applications on top of our platform. This means scoping core client processes & work product, building trusted client relationships, designing new AI use cases, and driving adoption. In marquee engagements, you drive towards the goal of having SuperAnalyst “fully deployed” for each bank by making SuperAnalyst core to how their teams research, pitch, model, and execute.

What You’ll Do

• Be the trusted expert in the room: Lead forward‑deployed client engagements to build bespoke AI applications and fine‑tune our product for specific workflows and outcomes. Lead GTM demos that show clients what SuperAnalyst does for their real work (company research, financial modeling, valuation, and deliverables).
• Build the relationships that drive partnership and product adoption: As the domain voice in the earliest conversations, anticipate how bankers think and build the trusted, consultative relationships that establish AlphaSense’s credibility and carry an evaluation toward a decision.
• Own the proof‑of‑value: Scope evaluations that feel bespoke to each bank, build and calibrate custom skills to their coverage groups, product areas, and deal workflows. Set success criteria with the prospect up front, tie them to the outcomes leadership cares about, and produce the evidence that turns interest into commitment.
• Master AlphaSense and emerging AI tools: Develop deep, hands‑on fluency with SuperAnalyst’s capabilities and the models beneath them so you’re the definitive authority on what the platform can do for a banking workflow—staying ahead of every new capability and translating it into concrete wins for your accounts.
• Design new use cases into the product: As a core product team member, you will help translate your bespoke deployment solutions, new use case discoveries, and client feedback back into central features for all of AlphaSense, shaping our roadmap and strengthening our edge.

Who You Are

• Work experience: 2+ years of work experience at a top‑tier investment bank.
• Command of core banking workflows: Strong fluency in 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 communicator: Whether leading a polished product demo or explaining complex financial concepts on the fly, you build consultative trust with stakeholders from analysts to MDs.
• Structured and outcome‑oriented: A GTM instinct for scoping proof‑of‑value, defining success criteria, and building business cases that result in successful client evaluations.
• Genuine curiosity about AI: Conviction about how AI will reshape investment banking, and eagerness to be on the front line of it. Bachelor’s degree or above.

For base compensation, we set standard ranges for all roles based on function and level benchmarked against similar stage growth companies and internal comparables. In order to be compliant with local legislation, as well as to provide greater transparency to candidates, we share salary ranges on all job postings regardless of desired hiring location. Final offer amounts are determined by multiple factors including candidate experience/expertise and may vary from the amounts listed below.
You may also be offered a performance‑based bonus, equity, and a generous benefits program.
Base Compensation Range
$145,000—$200,000 USD
AlphaSense is an equal‑opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals. All employees share in the responsibility for fulfilling AlphaSense’s commitment to equal employment opportunity. AlphaSense does not discriminate against any employee or applicant on the basis of race, color, sex (including pregnancy), national origin, age, religion, marital status, sexual orientation, gender identity, gender expression, military or veteran status, disability, or any other non‑merit factor. This policy applies to every aspect of employment at AlphaSense, including recruitment, hiring, training, advancement, and termination.
In addition, it is the policy of AlphaSense to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations, and ordinances where a particular employee works.