Responsibilities Accelerate AI adoption across Investments: Stay current on emerging AI technologies, tools, and industry best practices Design and deliver structured training through office hours, one-on-one coaching, and small-group sessions tailored to investment workflows Help investment professionals become productive quickly by providing practical guidance, best practices, and hands-on support across AI platforms Partner with colleagues in London and APAC to provide follow-the-sun support and promote globally consistent best practices Triage and prioritize incoming requests in partnership with Global Desktop Support and platform teams, while leading strategic AI workflow implementation for investors Improve output quality and create scalable assets: Review AI-assisted workflows with users and recommend improvements to prompting workflow design, tool selection, and methods to improve quality and accuracy Develop reusable assets such as workflow templates, prompt libraries, playbooks and best practices for common investment research and portfolio workflows Refine workflows for high-value use cases such as earnings call analysis, meeting synthesis, research summarization, and investment idea generation Create educational materials to support broader training programs and adoption initiatives Guide agentic workflows and influence product evolution: Synthesize user feedback to identify the highest-value vendor capabilities and agentic opportunities, helping inform roadmap priorities Advise investors on when to use conversational AI tools versus structured agentic workflows, including task design, guardrails, and handoffs Partner with AI engineers, product teams, and platform specialists to support onboarding of new agents and improve capabilities through iterative feedback Help teams adopt new features and ensure advanced AI capabilities translate into measurable investment value Promote responsible use and measurable outcomes: Reinforce safety, compliance, and data stewardship expectations in all training and workflow consultations Help users apply secure workflows for sensitive research content and data Measure outcomes such as time saved, user sentiment, and workflow improvements to evaluate impact and inform future training and product enhancements Deliver regular updates to leadership on adoption, usage patterns, and opportunities for improvement across investment teams Prepare and deliver high-quality presentations, reports, and stakeholder communications Strong and trusted relationships across the Investment organization Increased usage, confidence, and satisfaction with AI capabilities among investment professionals Scalable repositories of educational content, best practices, and workflow assets Demonstrated improvement in research efficiency, insight generation, and investment outcomes driven by AI adoption Qualifications Required: Bachelor’s degree (or equivalent practical experience) in Investments, Computer Science, Engineering, Data Science, Economics, Business, or rother analytical discipline. $111,000.00-$166,000.00 for the location of: Maryland, Colorado, Washington and remote workers $111,000.00-$166,000.00 for the location of: Washington, D.C. $111,000.00-$166,000.00 for the location of: New York, California Placement within the range provided above is based on the individual’s relevant experience and skills for the role.