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AI Investment Operations Specialist

Private Equity · Boston, MA

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About the Role

AI Investment Operations SpecialistBoston, MA | HybridAn exciting opportunity for a tech-savvy professional to work at the intersection of artificial intelligence, software development, data analytics, and investment management.This role is ideal for someone who enjoys building technology, leveraging AI, and finding innovative ways to improve business processes. You'll develop applications, automate workflows, and create tools that support investment and business teams.Key Responsibilities • Build and maintain internal applications, dashboards, and data tools. • Develop AI-powered workflows to automate research, reporting, and business processes. • Leverage AI coding tools to improve efficiency and develop new solutions. • Work with Python, databases, and CRM platforms to improve data quality and accessibility. • Collaborate with business and investment teams to identify opportunities for innovation. • Create scalable tools and automated processes that improve day-to-day operations.Qualifications • 1–3 years of experience in software development, AI, data analytics, or financial services. • Strong Python skills and hands-on experience with AI tools. • Familiarity with Claude Code, Codex, or similar AI coding platforms preferred. • Exposure to JavaScript, TypeScript, SQL, and Git is a plus. • Strong analytical, problem-solving, and communication skills. • Interest in financial markets and alternative investments. • Bachelor's degree required.Candidates should be prepared to showcase projects, applications, or AI-powered workflows they have developed.Series 7 and 63 licenses preferred, or willingness to obtain within the first 90 days.

Private equity (PE) is stock in a private company that does not offer stock to the general public. Instead, it is offered to specialized investment funds and limited partnerships that take an active role in managing and structuring the companies. Colloquially, "private equity" can refer to these investment firms rather than the companies in which they invest.

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