Hello All,
Position: Gen AI Lead Consultant
Location: NYC, NY-Onsite (M-F)
Duration: 12+Months Contract-C2CNeed EX MORGAN STANLEY OR LOCALS TO NYC Only
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.
Role Purpose
The primary objective of the
AI Pod
Lead is to architect, develop, and deploy advanced
AI capabilities that streamline and automate critical stages of the investment lifecycle. By leveraging state-of-the-art
GenAI and Agentic
AI technologies, the role aims to enhance decision-making, accelerate deal processing, and improve data-driven outcomes for Private Alternatives teams. The
AI Pod
Lead serves as the principal driver for innovation and operational excellence across all lifecycle phases, including deal sourcing, diligence, structuring, monitoring, and exit.
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 SkillsCore 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.
Thanks & Regards
Manohar Reddy
Direct:
(703) 884-0897Email:
man...@aptivacorp.com Web:
https://www.aptivacorp.comLinkedIn:
linkedin.com/in/s-m-reddy-71561237