Investment & Wealth Management Domain SME
Join our AI transformation journey as a Domain Subject Matter Expert (SME), driving the intersection of Investment & Wealth Management and Generative AI. In this role, you will bridge business and technology teams, ensuring AI solutions address real-world operational challenges and deliver measurable business value.
What You'll Do
- Serve as the domain expert across investment operations, portfolio management, trading, compliance, fund accounting, and client servicing
- Identify and shape AI, GenAI, and automation opportunities across front, middle, and back-office functions
- Define business requirements, KPIs, governance controls, and success metrics for AI initiatives
- Translate complex operational workflows into actionable requirements for AI engineering teams
- Validate AI solution outputs and ensure alignment with business objectives and regulatory requirements
- Lead client workshops, discovery sessions, demos, and value realization discussions
- Mentor AI teams on investment management processes, data, and industry best practices
Why Join Us?
- Shape the future of AI-powered investment operations.
- Work with global Investment & Wealth Management clients.
- Influence strategic AI initiatives and business transformation programs.
- Drive innovation at the intersection of Financial Services and Generative AI
What We're Looking For
- 10+ years of experience in Investment Management, Wealth Management, Custody, Fund Administration, or Asset Servicing
- Experience working with Asset Managers, Wealth Managers, Custodians, or Fund Administrators
- Proven ability to bridge business stakeholders and technology teams to drive transformation initiatives
Deep expertise in:
- Investment Operations & Fund Accounting
- Trade Lifecycle Management
- Portfolio & Investment Data
- Stakeholder Management & Business Consulting
Strong experience in:
- Business Process Analysis
- Regulatory & Compliance Operations
- Data Quality & Data Lineage
- AI and Automation Use Case Discovery
Exposure to:
- GenAI, LLMs, Agentic AI, and Data Analytics Platforms
- Investment Management Technology Ecosystems
Investment Management, Wealth Management, Custody, Fund Administration, Asset Servicing, Asset Management, Wealth Management, Custodians, Fund Administrators, Fund Accounting, Trade Lifecycle Management, Portfolio & Investment Data, Stakeholder Management, Business Consulting, Business Process Analysis, Regulatory & Compliance Operations, Data Quality, Data Lineage, Agentic AI