San Francisco, CA2 days ago
AI, Data, and Productivity: Use AI, data, and automation tools to improve personal and team productivity — including synthesizing meeting notes, preparing executive summaries, analyzing client information, identifying account trends, automating repetitive workflows, and improving the speed and quality of client engagement. You will work with clients across the institutional investment landscape whose investment programs span public and private markets, with sophisticated governance structures, broad asset class coverage, and senior stakeholders across investment, operations, risk, technology, and finance.