AI Strategist

About Hebbia

The AI platform for investors and bankers that generates alpha and drives upside.

Founded in 2020 by George Sivulka and backed by Peter Thiel and Andreessen Horowitz, Hebbia powers investment decisions for BlackRock, KKR, Carlyle, Centerview, and 40% of the world’s largest asset managers. Our flagship product, Matrix, delivers industry-leading accuracy, speed, and transparency in AI-driven analysis. It is trusted to help manage over $15 trillion in assets globally.

We deliver the intelligence that gives finance professionals a definitive edge. Our AI uncovers signals no human could see, surfaces hidden opportunities, and accelerates decisions with unmatched speed and conviction. We do not just streamline workflows. We transform how capital is deployed, how risk is managed, and how value is created across markets.

Hebbia is not a tool. Hebbia is the competitive advantage that drives performance, alpha, and market leadership.

About the Credit Vertical

Hebbia’s Credit Vertical partners with the world’s leading fund managers across the credit spectrum — from middle-market direct lenders and CLO managers to distressed hedge funds, multi-strategy megafunds, and beyond. We also work closely with top-tier firms in leveraged finance, restructuring, and insurance, as well as corporates with significant credit platforms.As one of Hebbia’s most established and fastest-growing verticals, Credit sits at the core of our commercial strategy. We shape go-to-market execution, drive use case innovation, and help refine our product for the evolving needs of credit investors. The team operates cross-functionally to inform the roadmap, support sales, and manage key client relationships on an ongoing basis.

Job Description

Our engagement team plays a critical role at Hebbia: responsibility for discovering value from AI, building a deployment strategy, and managing change associated with AI. The engagement team has deep expertise in professional services including finance, law, insurance, and real estate.

We’re looking for an AI Strategist for our Credit team to interface between our cutting-edge AI product and top financial institutions. The AI Strategist will work with a team of industry veterans to deliver on AI rollout success criteria and help drive successful deployments. They will plug into highest profile enterprise deployments and analyze engagement processes impacting group-wide strategy. A strong candidate requires curiosity, critical thinking, cogency, ability to communicate clearly and a desire to run hard at our vision to scale AI for serious work.

If you’re a self-starter who enjoys solving challenging problems, and have a desire to see a tangible impact of your efforts, we’d love to hear from you.

This role is based out of our New York City office in SoHo.

Responsibilities 

• Applied artificial intelligence: Develop expertise with large language models (LLMs) including Open-AI (GPT-4), Anthropic (Claude-3), and/or Gemini. Apply to complex professional settings and workflows.
• Process optimization: Define internal processes and workflows to uplift the engagement team and improve our customer experience
• Detail orientation: A focus on detail, and an ability to understand the basics of complex financial and legal workflows (e.g., credit agreements, lease documents, etc.)
• Relationship orientation: Deeply understand our users and drive value in partnership with them – creatively engage with new teams and support existing users to get the most out of Hebbia
• Structured approach: Tackle ambiguous, complex customer and product questions - bringing together a deep understanding of user needs and technical capabilities

Who You Are 

• Bachelor’s degree in Finance, Economics, or Pre-Law
• Preference for 1-4 years of experience in front-office roles: leveraged finance, restructuring, private credit / direct lending, public credit, or a related buyside credit role - with proven ability to bring together customer-facing, analytical, strategic, and cross-functional work
• Curiosity around the applications of AI in professional services, and a strong desire to learn 
• Strong ownership mindset - you see problems or white space and make it yours 
• Distinctive analytical and problem solving capabilities: structure ambiguous, open-ended problems, and quickly iterate on solutions

Compensation

The OTE compensation range for this role is $90,000 - $230,000. This range may be inclusive of several career levels at Hebbia and will be narrowed during the interview process based on the candidate’s experience and qualifications. Adjustments outside of this range may be considered for candidates whose qualifications significantly differ from those outlined in the job description.

Life @ Hebbia

• PTO: Unlimited
• Insurance: Medical + Dental + Vision + 401K + Wellness Benefits
• Eats: Catered lunch daily + Doordash dinner credit
• Parental leave policy: 3 months non-birthing parent, 4 months for birthing parent
• Fertility benefits: $15k lifetime benefit
• New hire equity grant: Competitive equity package with unmatched upside potential

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