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Details
  • Location: New York NY
  • Type: Perm
  • Job #25608

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

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