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9finPosted 1 week ago

Forward Deployed Investor

HybridLondon, England, United Kingdom

Full TimeSmall

Job Summary

Map investment workflows to identify high-value insertion points for 9fin's AI capabilities, then build and iterate those solutions using in-platform tools and MCP integrations. Drive adoption by onboarding named users, running enablement sessions, and monitoring active usage to prevent churn. Feed structured intelligence from deployments directly to product and engineering teams while documenting expansion opportunities for Account Management. Sit across the table from portfolio managers and CIOs to co-author success criteria tied to investment outcomes.

Required Qualifications

  • 3+ years of practitioner experience at an asset manager, credit fund, or insurer
  • fluency across end-to-end investment workflows in your area
  • Credit portfolio management and research experience
  • Private credit and direct lending experience
  • CLO investing experience
  • Distressed and special situations experience
  • Buy-side transformation, data, or research technology functions experience
  • Demonstrably interested in technology applied to your domain
  • Familiar with and hands-on with modern domain tooling
  • Direct user experience of Rogo, Hebbia, AlphaSense, Octus, or comparable AI-native platforms
  • Comfortable operating inside confidential investment processes
  • A strong communicator across styles and audiences
  • Highly collaborative across a broad internal network
  • Outcome-oriented mindset

Desired Qualifications

  • participation in an internal AI, data, or research technology working group
  • external vendor champion or evaluation lead for domain tech
  • moved to a technology company focused on credit markets

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