Director, AI Emerging Solutions, Boston Financial District

Director, AI Emerging Solutions, Boston Financial District, 180k to 240k base, bonus

Hybrid, in-office Tuesday, Wednesday, and Thursday, with the flexibility to work remotely

Summary

The Portfolio Performance & Analytics team is seeking a talented and driven Director, Emerging Solutions to lead innovation and transformation across investment and operational functions. This role sits within a diversified team delivering portfolio performance, quantitative research, and business intelligence services across multiple asset classes.

As Director of Emerging Solutions, you will drive the strategic adoption of advanced and emerging technologies—particularly artificial intelligence—across critical investment and operational processes including index rebalancing, flow management, cash equitization, tax management, portfolio optimization, securities lending, and client proxy services. Reporting to the Head of Portfolio Performance & Analytics, you will collaborate with senior leadership to execute a comprehensive innovation strategy, building expertise in cutting-edge tools and methodologies while delivering measurable business value through enhanced oversight, risk identification, and cost reduction.

Responsibilities Develop an in-depth understanding of investment management and operational processes to identify opportunities for optimization and automation using AIPartner with stakeholders across the organization to design and implement analytically driven solutions and oversight tools, leveraging AI and advanced/emerging technologies

Translate ambiguous business questions into clear technical problem statements and develop AI-powered solutions that minimize risk and optimize cost Analyze structured and unstructured data from multiple sources to perform predictive and prescriptive analytics, ensuring accurate interpretation and presentation of findings

Support decision-making related to product, process, and platform design to streamline the future operating model, modernize existing capabilities, and develop next-generation functionality

Simplify and modernize how, where, and when information is disseminated to users

Collaborate with business users, leadership, and technology teams to ensure alignment, manage expectations, foster effective collaboration, and prioritize resources

Maintain visibility and accessibility across the organization, support an inclusive culture, encourage teamwork, and actively engage in the investment process

Enforce standardization of requests, technology, and reporting deployment

Qualifications

Education & ExperienceBS required (master’s degree preferred) in a relevant field such as Computer Science, Data Science, Mathematics, or Statistics
10+ years of experience in a similar or related position within the asset management industry

Demonstrated hands-on experience using AI for investment management use cases

Proven experience working with large investment management function-related datasets

Technical Skills Proficiency in AI technologies and tools

Strong programming skills in Python and SQL Advanced data visualization capabilities using Tableau or Power BIDemonstrated ability to transform ideas and stakeholder feedback into functional prototypes and scalable analytical tools

Professional Competencies Proven track record of transforming operational processes through cross-functional collaboration

Strong organizational, problem-solving, and time-management skills

Acute attention to detail and effective prioritization abilities

Excellent verbal and written communication and presentation skills

Strong interpersonal and relationship management capabilities

Skilled in meeting facilitation and process design

Client-focused, results-driven mindset

Personal Attributes High energy and passion…