Investment Workflow & AI Analyst

Landing Point; New York (NY); On-site; USD 250,000 - 325,000; Full time

Benefits offered by this job

Bonus

Job summary

Landing Point is seeking an Investment Workflow & AI Analyst in New York. You will map and optimize investment workflows, translate business problems into data requirements, and own initiatives from discovery to user adoption.

The role involves defining data requirements, validating outputs on investment data, and collaborating on reporting and data model design, with a focus on automation and AI-assisted processing.

Qualifications

• 6–10 years of experience in investment analysis, operations, or technology at a buy-side firm or AI/data vendor.
• Strong understanding of alternative investment firm operations.
• Ability to decompose workflows and define structured outputs.
• Experience with SQL or similar query languages.
• Familiarity with investment platforms like BlackRock Aladdin, Allvue, or eFront.
• Experience in improving or automating workflows.
• Hands-on experience with AI or automation tools preferred.
• Strong communication skills and ability to work with senior stakeholders.

Responsibilities

• Partner with stakeholders to map and improve current workflows.
• Break down complex investment processes into structured logic.
• Translate business problems into data requirements.
• Own the lifecycle of workflow initiatives from discovery to user adoption.
• Define data requirements for investment data and reporting.
• Engage with structured investment data to validate outputs.
• Collaborate on reporting and data model design.
• Identify workflows for automation or AI-assisted processing.
• Use AI tools and help teams adopt them effectively.
• Document workflows and system behavior for maintenance.
• Support issue triage and root cause investigation.
• Coordinate platform integrations with technology teams and vendors.

Skills

Workflow decomposition

SQL

Stakeholder communication

AI automation tools

Education

Bachelor’s or Master’s degree in a relevant field

Tools

BlackRock Aladdin

Allvue

eFront

Job description

Company Overview:

A next-generation, integrated multi-asset class investment platform with over $46 billion in assets under management is seeking an Investment Workflow & AI Analyst. This role focuses on redesigning operational processes using data and automation tools to enhance front and middle office efficiency.

Job Responsibilities:

• Partner with stakeholders to map and improve current workflows
• Break down complex investment processes into structured logic
• Translate business problems into data requirements
• Own the lifecycle of workflow initiatives from discovery to user adoption
• Define data requirements for investment data and reporting
• Engage with structured investment data to validate outputs
• Collaborate on reporting and data model design
• Identify workflows for automation or AI-assisted processing
• Use AI tools and help teams adopt them effectively
• Document workflows and system behavior for maintenance
• Support issue triage and root cause investigation
• Coordinate platform integrations with technology teams and vendors

Qualifications:

• 6–10 years of experience in investment analysis, operations, or technology at a buy-side firm or AI/data vendor
• Strong understanding of alternative investment firm operations
• Ability to decompose workflows and define structured outputs
• Experience with SQL or similar query languages
• Familiarity with investment platforms like BlackRock Aladdin, Allvue, or eFront
• Experience in improving or automating workflows
• Hands-on experience with AI or automation tools preferred
• Strong communication skills and ability to work with senior stakeholders
• Bachelor’s or Master’s degree in a relevant field

Compensation:

Salary: $250,000 - $325,000, Plus Bonus