Product Specialist - Asset Management

Nodi; New York (NY); Vor Ort; USD 120.000 - 170.000; Vollzeit

Benefits dieser Stelle

Competitive salary and equity

Performance-based incentives

Expansion into the market

Supportive and innovative work enviro

Zusammenfassung

Model ML, an enterprise AI platform, seeks a Product Specialist for US asset managers. You’ll run demos, design use cases, check outputs, and grow usage inside each client firm.

Based in New York, you’ll build templates, review client-pack materials, turn problems into scalable workflows, and collaborate with Product and Engineering to improve the product and outputs. You’ll work with Coverage and Sales to turn pilots into firm-wide deployments, track adoption, and ensure measurable value for

Qualifikationen

• 5 to 10 years of hands-on investment analysis at an asset manager.
• IR, fundraising or client service experience alone is not enough.
• Deep in public markets and credible in private markets.
• Hands-on with Excel and PowerPoint, and knows fund documents well.
• Strong technical fluency: you can reason about workflows, data and failure modes.
• Clear communicator who closes loops.
• Based in New York.

Aufgaben

• 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.

Kenntnisse

Investment analysis

Demos & workshops

Workflow design

Data fluency

Communication

Tools

Excel

PowerPoint

Jobbeschreibung

Model ML is the AI workflow builder transforming how major financial institutions produce and validate client-ready work. Model ML converts complex, manual processes into fully automated AI systems that scale across global teams. In under a year, Model ML has become one of the fastest growing enterprise AI platforms worldwide and recently closed a $75 million Series A, one of the largest fintech Series A rounds ever. The round was backed by FT Partners, Y Combinator, LocalGlobe, QED, 13books, and other top global investors.

The Role:

The Product Specialist is our subject-matter expert for US asset managers. You’ll run demos, design use cases, check outputs, and grow usage inside each client firm.

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.

Requirements:

• 5 to 10 years of hands-on investment analysis at an asset manager (buy-side analyst, PM or investment team), including building models and writing investment cases.
• This is an analysis role. IR, fundraising or client service experience alone is not enough.
• Deep in public markets and credible in private markets.
• Hands-on with Excel and PowerPoint, and knows fund documents well.
• Strong technical fluency: you can reason about workflows, data and failure modes.
• Clear communicator who closes loops.
• Based in New York.

Nice to have:

• Experience running or co-managing a portfolio.

What you can expect:

• It won’t be easy; in fact, it will be very hard.
• BUT, it will be a lot of fun.
• You need to be comfortable with being uncomfortable. Timelines will change and priorities will most likely shift.
• Be prepared for an exciting, fast-paced journey where you’ll learn a lot, take on meaningful challenges and grow along the way.

What we offer:

• Competitive salary and equity
• Performance-based incentives
• The chance to be instrumental in our expansion into the market
• A supportive and innovative work environment

About the interview:

Our Process: We're very conscious of everyone's time, so we want to make the process as efficient as possible.

• Call 1: 30-minute intro call with an Engagement Manager
• Call 2: 30-minute with a Head of Engagement Management
• Call 3: 30-minute deep dive with Adam (COO)
• Call 4: 30-minute call with Natalie (COS)