AI Product Lead – Fund Accounting & Investment Operations

AI Product Lead – Fund Accounting & Investment Operations

Business Integration Partners (BIP) is Europe's fastest growing digital consulting company and are on track to reach the Top 20 by 2030, with an expanding global footprint in the US (New York, Charlotte, Chicago, and Houston). Operating at the intersection of business and technology we design, develop, and deliver sustainable solutions at pace and scale creating greater value for our customers, employees, shareholders, and society.

BIP specializes in high-impact consulting services across multiple industries with 6,000 employees worldwide.

We are seeking a AI Product Lead – Fund Accounting & Investment Operations

to help design and deliver a next-generation, AI-enabled Controller platform for a leading global investment management organization.

The objective of the initiative is to bring Controller, Fund Accounting, NAV oversight, reconciliation, exception management, operational controls, and related workflows into a more unified digital experience
, supported by AI-enabled tools and specialized agents.

The successful candidate must combine deep investment accounting and operations expertise with strong product thinking, technology fluency, and practical experience applying AI to complex business workflows
.

The individual will work closely with Controllers, Fund Accounting, Operations, Product, Technology, Data Engineering, and AI teams to understand how Controller activities are performed today, identify fragmented and manual processes, and help define a future-state platform where users can manage their work through a single integrated experience.

The ideal candidate understands the operational realities of fund accounting, NAV, books and records, portfolio accounting, reconciliations, pricing, cash, trade activity, fund administrator oversight, and exception management
, while also having the vision and technical fluency to identify where AI agents, workflow automation, intelligent assistants, and data-driven capabilities can meaningfully improve those processes.

• Partner directly with Controllers, Fund Accounting, Operations, Product, Technology, Data, and AI teams to define the vision and requirements for the platform
  .
• Help create a unified Controller experience that brings together accounting activities, operational controls, data, exceptions, reconciliations, reporting, workflow management, and AI-assisted capabilities.
• Analyze current-state workflows across fund accounting, portfolio accounting, partnership accounting, NAV calculation and oversight, books and records, reconciliations, cash, pricing, trade processing, settlement, asset servicing, and operational exception management
  .
• Understand the daily operating model of Controllers and Fund Accounting teams, including interactions with fund administrators, internal accounting platforms, investment systems, data providers, and downstream reporting processes.
• Identify fragmented, manual, repetitive, or control-intensive activities that can be streamlined through workflow redesign, automation, analytics, or AI.
• Translate complex Controller and Fund Accounting requirements into product capabilities, epics, user stories, acceptance criteria, workflow designs, data requirements, controls, and implementation-ready specifications.
• Help define the product vision and roadmap for
  , balancing business value, user experience, operational risk, technical feasibility, and delivery priorities.
• Work with business users to understand what information, tools, alerts, insights, and actions they need within a centralized Controller workstation.
• Identify opportunities to introduce AI assistants and specialized AI agents into Controller and accounting workflows.
• Help design AI-enabled use cases such as:
• NAV exception analysis
• Pricing exception investigation
• Controller commentary and variance explanation
• Operational exception triage
• Fund administrator oversight
• Data-quality investigation
  
  Workflow routing and prioritization
• Accounting research and information retrieval
• Control and checklist automation
• Management and operational reporting
• Understand how specialized AI agents can be incorporated into workflows while maintaining appropriate human review, controls, auditability, entitlements, and governance
  .
• Use tools such as Claude or comparable generative AI platforms to prototype ideas, rapidly test workflow concepts, decompose business processes, and demonstrate potential AI-enabled solutions.
• Work with…