Responsibilities:
Institutional Knowledge Capture & Documentation
Aid in capturing, documenting, and structuring institutional knowledge from subject matter experts across the Firm, including investment, asset management, portfolio management, and Impact teams
Ensure consistency, clarity, and accuracy in all documented materials
Help build and maintain a living knowledge architecture that serves as the foundation for the Firm's AI models
Meeting Transcription & Synthesis
Transcribe and summarize notes from key management, investment, and strategy meetings
Work with the Chief Innovation Officer to identify recurring themes, insights, and decision logic across discussions and initiatives
Organize and maintain a searchable, well-structured knowledge base that preserves the Firm's collective institutional judgment
AI Model Collaboration
Work closely with engineering and data teams as AI models are trained, tested, and refined
Assist in updating and curating content as models evolve and new insights are generated
Serve as a quality bridge between human expertise and machine interpretation, ensuring fidelity between what professionals know and what models learn
Thought Leadership & Communication Support
Assist the Chief Innovation Officer in developing marketing and communications materials related to the Firm's AI strategy and applications
Draft case studies, internal briefings, and stakeholder-facing narratives demonstrating the practical use of AI tools and techniques
Support broader firm-wide storytelling around innovation and institutional knowledge, helping articulate the Firm's differentiated approach to AI in investment management
Requirements:
Bachelor's degree in Communications, Marketing, Journalism, English, or a related field
1–3 years of experience in writing, content development, research, marketing, or communications
Exceptional writing, editing, and synthesis skills, with the ability to translate complex ideas into clear, structured content
Strong organizational skills and attention to detail
Interest in AI, knowledge management, and emerging technologies (direct technical experience not required)
Preferred
Prior experience in financial services, investment management, or real estate
Familiarity with AI/ML concepts, large language models, or knowledge management systems
Experience with transcription, interview-based research, or qualitative data synthesis
Competencies
Synthesis & Translation - Ability to distill complex investment and technical concepts into clear, accessible, and actionable content
Intellectual Curiosity - Genuine interest in learning how AI systems work and how institutional knowledge can be encoded into intelligent models
Precision & Fidelity - Meticulous attention to detail; commitment to ensuring documented content accurately reflects expert judgment
Storytelling - Strong narrative instincts with the ability to craft compelling content for both internal and external audiences