Senior Product Manager, AI Workflows (Investment Banking)

AlphaSenseNew York, NY
$145,000 - $200,000Remote

About The Position

AlphaSense is seeking a Senior Product Manager to lead the development of AI-powered solutions for investment bankers. This role requires a deep understanding of investment banking workflows, from pitch and CIM preparation to live deal execution, and the ability to translate this knowledge into AI-driven product features. The successful candidate will own the roadmap for the Investment Banking persona, guide the AI to think like a banker, and ensure the quality of all shipped features. This position involves collaborating with engineering, design, and customer-facing teams, driving continuous improvement in AI accuracy and speed, and developing advanced agentic architectures. The role is ideal for someone with a strong background in investment banking and a passion for Generative AI. You will be responsible for translating complex banking concepts into actionable product requirements, leading AI prompt engineering and validation, and ensuring that AI outputs meet the high standards of professional bankers. You will also work with customer success and forward-deployed bankers to gather insights and incorporate feedback into the product library. Special projects may include developing AI slide deck creation tools and designing systems for product development practices.

Requirements

  • 3+ years as an analyst, associate, or beyond in investment banking (M&A, coverage, capital markets, or leveraged finance) at a top-tier firm; you have lived the workflow and understand the nuance of financial data and deliverables.
  • You have a strong grasp of Generative AI, are comfortable with vibe coding, prompt engineering, and understand the limitations of LLMs and how to work around them.
  • You can look at a manual process you used to do—spreading comps, building an LBO, drafting a CIM—and visualize exactly how AI should automate it, and in what order it is worth building.
  • You can articulate complex banking concepts to engineers and designers who may not have a finance background, and carry credibility from the analyst bullpen to the MD’s office.

Nice To Haves

  • Hands-on experience building with AI is a strong plus.

Responsibilities

  • Own the IB roadmap & champion the customer: Act as the voice of the banker—translate deep knowledge of IB workflows (modeling, valuation, comps, M&A, capital markets) into a prioritized skill roadmap that solves the most acute pain points from analyst to MD.
  • Lead AI prompt engineering & validation: Be the primary architect of “quality” for IB—design, test, and refine skills so outputs meet the standard of a professional banker; you can look at an AI model or comp set and immediately know if it is MD-ready, and you hold every IB skill to our three-gate evaluation.
  • Guide contributors & forward-deployed engagements: Crowd source ideas for new capabilities from our “boots on the ground” customer success team and backstop the Forward Deployed Bankers on hard, account-specific builds, then fold the best features back into the core library.
  • Collaborate across teams: Work side-by-side with Engineering, Design, Sales Enablement, and Strategic Initiatives, bridging the gap between technical capability and business value.
  • Drive continuous improvement: Relentlessly push for better accuracy and speed, testing IB skills against real deal scenarios to ensure reliability.
  • Special projects: Develop advanced agentic architectures (e.g. AI slide deck creation) and design systems that abstract product development practices such as knowledge graphs, automated feedback systems, and no-code workflow builders.

Benefits

  • performance-based bonus
  • equity
  • generous benefits program
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