AI Outcome Engineer | Financial Services

General Traits

• Customer empathy:
  You think like an analyst, what inputs they trust, how they validate, how they make decisions
• Structured translator:
  You turn unstructured analyst thought processes into clear steps, logic, and evaluation criteria for engineers to implement
• Comfortable in ambiguity:
  You can make progress with imperfect information, navigate complex organisations, and bring structure where there isn’t any
• Proactive problem-solver:
  You anticipate issues before the client does
• Hustle & ownership:
  You take responsibility end-to-end and care deeply about outcomes
• Curious & fast learner:
  You quickly understand new workflows, industries, and agent capabilities. You can quickly test, evaluate, and integrate new AI capabilities into client workflows.
• Executive presence:
  You can credibly advise senior stakeholders and guide decisions. You can talk to customers in business language and translate into structured technical requirements.
• Commercial instinct:
  You naturally see where a workflow can extend to new teams or processes and can help shape that into a concrete opportunity.

You will own a portfolio of financial clients and become their go-to technical partner. You will work closely with Credit, Investment, Research, and Portfolio Monitoring teams to:

• Understand and map financial workflows end-to-end. Some examples are:
  • "Automate quarterly credit reviews using borrower KPIs + news + filings"
  • "Build investment screens that collapse hours of research into minutes"
  • "Automate portfolio monitoring reports used by ICs"
• Sit deeply inside customer workflows, joining working sessions, shadowing analysts, and understanding decision-making so you can define KPIs, and ROI for workflow automation.
• Translate ambiguous analyst processes into clear, structured, multi-step agent workflows. You build the functioning prototypes for Product Engineers to scale.
• Own the correctness of the workflow: design the evaluation criteria, edge‑case handling, error paths, and audit logic that engineers implement at scale.
• Plan and manage multi‑threaded client projects end‑to‑end across Business, Security, and Procurement with clear ownership of timelines, risks, and stakeholder communication.
• Own the success of pilots through to production and expansion, working with sales to turn value delivered into renewed contracts and upsells.
• Proactively surface and shape new use cases, teams, and regions where the agents can be deployed, and help build the commercial case for expansion.
• Build adoption: create super‑user networks, internal champions, and usage cadences so workflows become part of daily decision‑making.
• Partner with Product Engineers to convert every deployed workflow into reusable templates, patterns, and components.
• Spot cross‑client patterns and feed them into our product roadmap.
• Shape our financial workflows product strategy - identify which use cases matter most, which markets have the highest pull, and what features unlock scale.
• Be the AI/solution subject‑matter expert (SME) with clients, analysts, and industry teams.
• Provide feedback to engineering on primitives, orchestration, evals, model behavior, and platform improvements.
• Help build case studies, playbooks, and proof points that consistently win deals.
• Mentor junior team members, and over time help build and lead a high‑performance Financial Workflows OE pod.

• 4–7+ years experience in financial analysis, investment research, credit underwriting, portfolio monitoring, or equivalent analytical roles.
• Working understanding of typical workflows such as:
  • Credit memos & annual reviews
  • Investment screens & IC memos
  • Financial Modeling logic
  • Portfolio monitoring and KPI tracking
  • Market/industry analysis
• Compliance/ops workflows (non‑ESG‑specific)
• Ability to reverse‑engineer financial workflows. (e.g You can take a messy 80‑page credit memo or IC deck and extract the logic into steps, decisions, and data needs).
• Technical literacy. You have Python/SQL proficiency or advanced experience with low‑code automation tools. You must be able to vibe code a demo to unblock yourself.
• You’ve built or designed a multi‑step LLM workflow before.
• You ship V1s in days, not…