Investments AI Enablement Lead
$111,000–$166,000 year
HybridBaltimore, Maryland, United States
Job Summary
Accelerate AI adoption across Investments by staying current on emerging technologies and delivering structured training through office hours, coaching, and small-group sessions tailored to investment workflows. Translate cutting-edge capabilities into practical, high-value workflows that improve research discovery, earnings call analysis, and investment idea generation while partnering with portfolio managers and analysts to guide integration. Review user feedback to refine prompting design, tool selection, and agentic workflows, creating reusable assets like playbooks and prompt libraries. Synthesize insights to influence product roadmaps and advise on task design, guardrails, and handoffs between conversational and structured AI. Measure outcomes including time saved and user sentiment to evaluate impact, ensuring responsible use and data stewardship across the firm.
Required Qualifications
- Bachelor's degree (or equivalent practical experience) in Investments, Computer Science, Engineering, Data Science, Economics, Business, or another analytical discipline
- Experience in product management, technology strategy, or investor enablement within an investment environment
- 5+ years' experience working with investment professionals (asset management, equity/credit research, or adjacent financial services)
- Clear passion for AI, demonstrated through meaningful hands-on use of multiple AI platforms across professional workflows
- Experience in AI enablement, product management, consulting, workflow transformation, technology strategy, investment research, or a related role supporting investment or financial services professionals
- Experience working closely with investment professionals or delivering technology solutions into investment, financial services, fintech or adjacent knowledge-work environments
- Strong understanding of modern AI technologies, including LLMs, generative AI, prompting best practices, and practical applications in investment management
- Exceptional communication and interpersonal skills, with the ability to influence stakeholders across levels and functions
- Proven ability to develop and lead programs in partnership with investment teams to drive meaningful outcomes
Desired Qualifications
- Master's degree or MBA in Investments, a technical field, or another quantitative discipline
- Familiarity with emerging AI capabilities including agentic workflows, orchestration, retrieval-augmented generation (RAG), and evolving foundation model capabilities
- CFA charter holder or active CFA candidate
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