A leading global financial services organization is building a dedicated AI capability within its Investment Banking organization and is seeking an AI Product Lead who can bridge deep business understanding with hands-on technical execution.
This is not a traditional product-management or requirements-gathering role. You will work directly with senior AI leadership and Investment Banking professionals to identify high-value opportunities, rapidly prototype AI-powered applications, validate their business impact, and help drive successful solutions into production and adoption.
The ideal candidate brings experience from Investment Banking or a closely adjacent deal-oriented financial environment and has developed genuine hands‑on capability building LLM-powered applications. You should understand how bankers work while also being technically credible with engineers.
Responsibilities
- Identify high‑friction Investment Banking workflows and translate them into practical AI opportunities.
- Design and build AI‑powered tools supporting workflows such as pitch preparation, comparable‑company analysis, diligence, document preparation, client research, and market surveillance.
- Own the early product lifecycle from opportunity identification and data sourcing through prototyping, validation, deployment, and adoption.
- Integrate LLM applications with financial‑data platforms, APIs, internal databases, and enterprise systems.
- Develop context pipelines, evaluation approaches, guardrails, and agentic workflows.
- Partner closely with bankers, analysts, associates, engineers, security, legal, and other stakeholders.
- Evaluate opportunities based on feasibility, implementation cost, business value, risk, and expected ROI.
- Monitor adoption, usage, performance, time savings, and business outcomes for deployed solutions.
Role Requirements
- Approximately 1–4 years of experience in Investment Banking, corporate finance, M&A advisory, capital markets, equity research, or a closely adjacent financial‑services environment.
- Strong working knowledge of Investment Banking workflows such as pitching, financial modeling, comparable‑company analysis, CIM/OM preparation, diligence, origination, and execution.
- Hands‑on experience building LLM‑powered applications beyond tutorials or basic prompt engineering.
- Ability to rapidly prototype across data integration, backend logic, and user‑facing applications.
- Intermediate proficiency in at least one programming language.
- Understanding of LLM context design, evaluations, guardrails, and cost/quality tradeoffs.
- Ability to determine when agentic workflows are appropriate and when simpler solutions are more effective.
- Strong communication skills with the ability to work across senior business and technical stakeholders.
- Ability to operate independently in ambiguous, fast‑moving environments.
Nice to Have
- Experience deploying generative AI products into production.
- Experience with financial‑data platforms such as PitchBook, FactSet, Bloomberg, or SEC EDGAR.
- Startup, fintech, AI‑product, or entrepreneurial experience.
- Experience building AI applications within regulated or data‑sensitive environments.
- Exposure to crypto, digital assets, trading, brokerage, or asset management.