A

AlphaSense

Builds AI search tools for market research

Senior Product Manager - AI Workflows, Investment Banking

Product ManagementPosted on Nov 13
Full-timeNew York, NY, USAIn-person

About the Job

Requirements

  • At least 3 years of experience as an analyst, associate, or beyond in investment banking at a top-tier firm, in M&A, coverage, capital markets, or leveraged finance.
  • Strong understanding of generative AI, including prompt engineering, limitations of large language models, and techniques to work around those limitations.
  • Ability to translate manual banking processes, such as spreading comparable companies, building a leveraged buyout model, or drafting a confidential information memorandum, into an ordered AI automation approach.
  • Ability to explain complex banking concepts to engineers and designers without a finance background.

Responsibilities

  • Own the investment banking roadmap and represent bankers by translating investment banking workflows, including modeling, valuation, comparable-company analysis, M&A, and capital markets, into a prioritized skills roadmap addressing pain points from analyst through managing director.
  • Lead AI prompt engineering and validation by designing, testing, and refining investment banking skills to meet professional banker standards.
  • Design evaluation frameworks and benchmarks for investment banking deliverables, including comparable-company analyses, valuations, models, and Excel formatting, and work with the AI research team to score and improve agentic capabilities.
  • Gather ideas for new capabilities from the customer success team, work with investment banking product deployment leads on account-specific builds, and synthesize learnings into the core product.
  • Collaborate with Engineering, Design, Sales Enablement, and Strategic Initiatives to connect technical capabilities with business value.
  • Test investment banking skills against real deal scenarios and continually improve their accuracy, speed, and reliability.
  • Develop advanced agentic architectures, such as AI slide-deck creation, and design systems that abstract product development practices, including knowledge graphs, automated feedback systems, and no-code workflow builders.
  • Build difficult investment banking skills directly, guide contributors and product deployment leads, and own the quality bar for what ships under the investment banking persona.

Desired Qualifications

  • Hands-on experience building with AI.

About the Company

AlphaSense

Builds AI search tools for market research

AlphaSense builds market intelligence software for investment professionals and corporate teams researching companies, competitors, and business trends. Its platform brings company filings, earnings calls, industry news, and expert interviews into a searchable library, so analysts work across sources rather than opening each document separately. AI tools interpret research questions, summarize findings, and link answers to the underlying material for review. Organizations also connect their internal research to the platform and pay subscription fees for access to its software and content. AlphaSense launched in 2011 and is headquartered in New York City.

Company size
1,001-5,000
Company stage
Late Stage VC
Total funding
$1.8B
Headquarters
New York City, New York
Founded
2011

Recently Posted Jobs

Explore more opportunities at AlphaSense

See more jobs