AI Investment Operations Specialist

Private Equity; Boston (MA); On-site; USD 90,000 - 130,000; Full time

Job summary

Private Equity in Boston seeks a tech-savvy professional to bridge AI, software development, data analytics, and investment management. You will build applications, automate workflows, and create tools that support investment and business teams.

You will collaborate with investment and operations teams, leverage Python and databases, and develop AI-powered workflows to improve research, reporting, and day-to-day decision making.

Qualifications

• 1–3 years of experience in software development, AI, data analytics, or financial services.
• Bachelor's degree required.
• Strong Python skills and hands-on experience with AI tools.
• Familiarity with Claude Code, Codex, or similar AI coding platforms preferred.

Responsibilities

• Build and maintain internal applications, dashboards, and data tools.
• Develop AI-powered workflows to automate research, reporting, and business processes.
• Leverage AI coding tools to improve efficiency and create solutions.
• Work with Python, databases, and CRM platforms to improve data quality.
• Collaborate with business and investment teams to identify opportunities for innovation.
• Create scalable tools and automated processes to streamline day-to-day operations.

Skills

Python programming

AI tools

Data analytics

Communication skills

Education

Bachelor's degree

Tools

Claude Code

Codex

Job description

An exciting opportunity for a tech-savvy professional to work at the intersection of artificial intelligence, software development, data analytics, and investment management.

This role is ideal for someone who enjoys building technology, leveraging AI, and finding innovative ways to improve business processes. You'll develop applications, automate workflows, and create tools that support investment and business teams.

Key Responsibilities

• Build and maintain internal applications, dashboards, and data tools.
• Develop AI-powered workflows to automate research, reporting, and business processes.
• Leverage AI coding tools to improve efficiency and develop new solutions.
• Work with Python, databases, and CRM platforms to improve data quality and accessibility.
• Collaborate with business and investment teams to identify opportunities for innovation.
• Create scalable tools and automated processes that improve day-to-day operations.

Qualifications

• 1–3 years of experience in software development, AI, data analytics, or financial services.
• Strong Python skills and hands-on experience with AI tools.
• Familiarity with Claude Code, Codex, or similar AI coding platforms preferred.
• Strong analytical, problem-solving, and communication skills.
• Interest in financial markets and alternative investments.
• Bachelor's degree required.

Candidates should be prepared to showcase projects, applications, or AI-powered workflows they have developed.

Series 7 and 63 licenses preferred, or willingness to obtain within the first 90 days.