Product Specialist - Asset Management

Model ML Inc.; New York (NY); Sur place; USD 120 000 - 180 000; Plein temps

Avantages offerts par ce poste

Competitive salary

Equity

Performance incentives

Growth opportunities

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Investment analysis

Public markets

Excel

PowerPoint

Workflow reasoning

Clear communication

Formation

CFA charterholder

Description du poste

Company Overview

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

• CFA charterholder.
• 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

To conclude, we're building a team of like-minded, incredibly smart, tenacious individuals with relentless work ethic and focus, all driving towards our very clear revolutionary mission. If you match this description, buy into that mission and you're at a career stage where you're ready to make your defining statement to the world,

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)