Position: Gen AI Lead Consultant
Location: NYC, NY Only From NY, NJ, CT, DE (3 days Onsite Per
Week)
Duration: 12 Months
Job Type: C2C
Job Summary
The AI Pod Lead is a senior, hands-on
leadership position responsible for the strategic oversight and execution of
Generative AI (GenAI) and Agentic AI solutions tailored to Private Alternatives
use cases within the investment lifecycle. This role will spearhead initiatives
that optimize efficiencies from deal research through acquisition and
disposition of Private Alternative assets with a targeted focus on Private
Equity, Private Credit, Real Assets, Infra funds.
Key Responsibilities
- Lead the end-to-end development
and deployment of Generative and Agentic AI solutions for Private
Alternatives investment processes.
- Work closely with a
multidisciplinary AI pod squad, including data engineers, front end
developers, and investment domain experts.
- Collaborate closely with
investment professionals, technology partners, and external vendors to
identify and prioritize high-impact use cases.
- Design and implement AI-driven
tools for deal research, pipeline management, diligence automation,
portfolio monitoring, and disposition analysis.
- Ensure AI solutions align with
regulatory requirements, data privacy standards, and industry best
practices.
- Establish and monitor key
performance indicators (KPIs) to measure efficiency gains, automation
impact, and investment outcomes.
- Drive continuous improvement and
scalability of AI models and agentic workflows across multiple funds and investment
strategies.
- Stay abreast of emerging AI
technologies, frameworks, and market trends relevant to Private Equity and
Private Credit.
- Champion a culture of
experimentation, rapid prototyping, and knowledge sharing within the AI
pod and across the organization.
Required Qualifications
- Bachelor’s in computer science,
Data Science, Artificial Intelligence, or a related quantitative
discipline.
- Minimum 10 years of hands-on
experience in building Enterprise Scale front to back applications with
strong recent exposure to AI/ML development, with at least 3 years in a
leadership role overseeing cross-functional teams specially in GenAI or
Agentic AI space.
- Demonstrated expertise in GenAI
(large language models, generative frameworks) and Agentic AI (autonomous
agents, workflow orchestration).
- Strong understanding of Private
Alternatives, particularly Private Equity and Private Credit investment
processes.
- Proven track record in designing
and implementing AI solutions for financial services, investment management,
or asset management domains.
- Familiarity with compliance, data
governance, and security considerations in regulated financial
environments.
Technical Skills
- Core skill required great
leadership, communication and collaborations skill along with AI acumen.
- Advanced proficiency in Python,
Java, or similar programming languages for AI development utilizing OpenAI
or other leading LLM Model providers.
- Exposure to Microsoft Copilot
Studio and Microsoft Power Apps in building AI Enabled low-code/no-code
solutions.
- Hands-on experience with ML
frameworks such as TensorFlow, PyTorch, Keras, and agentic orchestration
platforms (e.g., LangChain, AutoGPT).
- Expertise in data engineering,
feature extraction, and model deployment (cloud and on-premise).
- Experience integrating AI tools
with investment lifecycle management systems (e.g., Salesforce CRM,
DealPath, DealCloud, eFront, Investran, Snowflake).
- Knowledge of NLP, generative
modeling, reinforcement learning, and agent-based simulation.
- Ability to troubleshoot, optimize,
and scale AI models in production environments.
Leadership and Soft Skills
- Proven ability to lead and inspire
high-performing technical teams.
- Exceptional stakeholder management
and cross-functional collaboration skills.
- Strong written and verbal
communication skills, with the ability to translate complex technical
concepts for non-technical audiences.
- Strategic thinker with a bias for
action and results-oriented execution.
- Commitment to fostering a culture
of inclusion, innovation, and continuous learning.
Preferred Experience
- Prior work in Private Alternatives
(Private Equity, Private Credit, or related asset classes).
- Experience automating investment
lifecycle stages through intelligent workflows and AI-driven tools.
- Track record of delivering
measurable process improvements in investment research, deal execution, or
portfolio management.
Success Metrics
- Reduction in manual effort and
process turnaround times across investment lifecycle stages.
- Increase in actionable insights,
data accuracy, and automation adoption within Private Alternatives teams.
- Achievement of targeted KPIs
related to deal throughput, diligence efficiency, and portfolio monitoring
effectiveness.
- Positive feedback from investment
professionals and stakeholders regarding AI solution usability and impact.