Senior Applied AI Engineer (Capital Markets / M&A)
About The Position
We are seeking a highly experienced and technically proficient Sr Applied AI Engineer to join our Investment Banking technology team. This is a critical individual contributor role focused on driving the design, development, and implementation of cutting-edge AI/ML solutions specifically tailored for our Investment Banking products, including Equity Capital Markets (ECM), Debt Capital Markets (DCM), and Mergers & Acquisitions (M&A). The ideal candidate will be a deep technical expert, capable of operating independently to solve complex problems, setting technical direction, and mentoring junior engineers through hands-on collaboration, without direct managerial responsibilities. You will be instrumental in translating complex business challenges in Investment Banking into robust, scalable, and high-performance AI systems that deliver tangible value.
Requirements
- 10+ years of experience in software engineering, with at least 5+ years specializing in Applied AI/ML engineering or related roles.
- Significant proven data science / AI engineering experience, with multiple years leading tech implementations in financial services or enterprise environments.
- Demonstrated success building AI applications in investment banking, asset management, or capital markets domains.
- Deep expertise in ML, NLP, LLMs, retrieval-augmented generation (RAG), embeddings, and modern MLOps practices.
- Strong experience working with both structured financial datasets and unstructured data sources (e.g., filings, call transcripts, research).
- Familiarity with front-office workflows in ECM, DCM, M&A, and investment research.
- Experience deploying AI solutions in secure, high-compliance environments (on-premise, hybrid cloud, or private cloud).
- Strong communication and stakeholder management skills.
Nice To Haves
- Experience with knowledge graphs and graph-based search.
- Familiarity with tools like Bloomberg, Refinitiv, Capital IQ, FactSet, PitchBook.
- Prior work on AI co-pilots, document summarization tools, or automated pitch generation.
- Exposure to enterprise CRM systems and client intelligence platforms.
- Track record of successfully delivering impactful AI solutions in a fast-paced, highly regulated environment.
- Advanced degree in Computer Science, AI, Applied Mathematics, or related quantitative field.
Responsibilities
- Lead the end-to-end design, architecture, and hands-on implementation of advanced AI/ML solutions and platforms supporting Investment Banking workflows in ECM, DCM, and M&A. This includes leveraging existing models and adapting them to specific business needs.
- Act as the primary subject matter expert in Investment Banking products (ECM, DCM, M&A), collaborating closely with business stakeholders to understand their needs and identify high-impact AI opportunities.
- Provide technical leadership and guidance to engineering teams, fostering best practices in AI/ML solution implementation and scalable system design. Mentor less experienced engineers through code reviews, technical discussions, and collaborative problem-solving.
- Contribute to the strategic vision for AI in Investment Banking, researching and evaluating new AI technologies, methodologies, and tools to maintain a competitive edge.
- Work closely with data engineers to define data requirements, ensure data quality, and optimize data pipelines for AI solution integration and deployment.
- Oversee the deployment, scaling, monitoring, and ongoing maintenance of AI/ML solutions in production environments, ensuring reliability and performance.
- Identify and implement performance optimizations for AI solutions and underlying infrastructure to ensure efficient resource utilization and rapid inference.
- Partner with cross-functional teams, including product managers, data scientists, quantitative analysts, and other engineering leads, to deliver integrated solutions.
- Create comprehensive technical documentation, including design specifications, architecture diagrams, and operational guides.
Benefits
- Access to world-class data, partners, and AI infrastructure.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
