AI Solutions Specialist for US Asset Managers

Model ML Inc.; New York (NY); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive salary

Equity

Performance incentives

Growth opportunities

Job summary

Model ML Inc. is seeking a Product Specialist to act as the subject-matter expert for US asset managers. You’ll run demos, design use cases, check outputs, and grow usage inside each client firm.

The role focuses on turning client problems into scalable AI-enabled workflows while balancing needs with platform constraints. Strong investment analysis background and NY-based presence are essential.

Qualifications

• 5–10 years of hands-on investment analysis at an asset manager.
• Thorough knowledge of public markets and credible private markets.
• Proficient with Excel and PowerPoint; familiar with fund documents.
• Clear communicator who closes loops.
• Based in New York.

Responsibilities

• Run demos and workshops for PMs, analysts, product, IR and client service teams.
• Build and review templates: fund commentary, factsheets, RFP and DDQ answers, and client review packs.
• Turn client problems into scalable workflows, balancing client needs with platform constraints.
• Check AI outputs for accuracy before clients use them.
• Turn one-team pilots into firm-wide rollouts with our Coverage and Sales teams.
• Track usage and adoption, and bring client feedback back to Product and Engineering.
• Stay current on the product and turn updates into examples clients can use.

Skills

Investment analysis

Public markets

Excel

PowerPoint

Workflow reasoning

Clear communication

Education

CFA charterholder

Job description

Model ML Inc. is seeking a Product Specialist to act as the subject-matter expert for US asset managers. You’ll run demos, design use cases, check outputs, and grow usage inside each client firm.

The role focuses on turning client problems into scalable AI-enabled workflows while balancing needs with platform constraints. Strong investment analysis background and NY-based presence are essential.