Double Down Group · 21 hours ago
Investment Analyst - AI Deployment
New York, NY
Full-time
Hybrid
Mid, Senior Level
$175K/yr - $200K/yr
4+ years expDouble Down Group is seeking Outcome Engineers for their Agentic AI Investment Technology startup client. The role involves owning a portfolio of financial clients, mapping financial workflows, and translating analyst processes into structured workflows to enhance automation and efficiency in financial institutions.
Staffing & Recruiting
Hiring Manager
John Dolan
Responsibilities
You will own a portfolio of financial clients and become their go-to technical partner
You will work closely with Credit, Investment, Research, and Portfolio Monitoring teams to:
Understand and map financial workflows end-to-end. Some examples are:
“Automate quarterly credit reviews using borrower KPIs + news + filings”
“Build investment screens that collapse hours of research into minutes”
“Automate portfolio monitoring reports used by ICs”
Sit deeply inside customer workflows, joining working sessions, shadowing analysts, and understanding decision-making so you can define KPIs, and ROI for workflow automation
Translate ambiguous analyst processes into clear, structured, multi-step agent workflows. You build the functioning prototypes for Product Engineers to scale
Own the correctness of the workflow: design the evaluation criteria, edge-case handling, error paths, and audit logic that engineers implement at scale
Plan and manage multi-threaded client projects end-to-end across Business, Security, and Procurement with clear ownership of timelines, risks, and stakeholder communication
Own the success of pilots through to production and expansion, working with sales to turn value delivered into renewed contracts and upsells
Proactively surface and shape new use cases, teams, and regions where the agents can be deployed, and help build the commercial case for expansion
Build adoption: create super-user networks, internal champions, and usage cadences so workflows become part of daily decision-making
Partner with Product Engineers to convert every deployed workflow into reusable templates, patterns, and components
Spot cross-client patterns and feed them into the product roadmap
Shape financial workflows product strategy - identify which use cases matter most, which markets have the highest pull, and what features unlock scale
Represent the firm as a subject-matter expert with clients, analysts, and industry teams
Provide feedback to engineering on primitives, orchestration, evals, model behavior, and platform improvements
Help build case studies, playbooks, and proof points that consistently win deals
Mentor junior team members, and over time help build and lead a high-performance Financial Workflows OE pod
Over time, grow into an owner of a functional vertical (Credit, Monitoring, Investment Research, etc.), with input into revenue targets, pricing, customer segments, roadmap, and commercial priorities
Qualification
Required
4+ years of experience in financial analysis, investment research, credit underwriting, portfolio monitoring, or equivalent analytical roles
Background in investment banking, private credit, private equity, asset management or consulting
Proficiency in Python and/or SQL
Some experience with AI/LLMs
Working understanding of typical workflows such as credit memos & annual reviews, investment screens & IC memos, financial modeling logic, portfolio monitoring and KPI tracking, market/industry analysis, compliance/ops workflows (non-ESG-specific)
Ability to reverse-engineer financial workflows
Technical literacy with Python/SQL proficiency or advanced experience with low-code automation tools
Experience building or designing a multi-step LLM workflow
Ability to ship V1s in days, not weeks, and iterate directly with clients
Strong workflow-design and prompt-engineering intuition and experience designing structured, multi-step AI workflows
Experience working directly with institutional clients (PE/credit/AM, IB, consulting, data vendors)
Ability to run discovery, define scope, manage stakeholders, and present outputs clearly
Track record of delivering complex, multi-stakeholder projects with speed and autonomy
Evidence of commercial impact: renewals, upsells, new use cases, or adoption wins
Preferred
Background in IB, private credit, PE, asset management, or consulting
Experience with OpenAI/Claude, LangChain, workflow automation tools, or custom LLM systems
Familiarity with deal structures, capital stacks, covenants, risk frameworks, or sector dynamics
Experience influencing or owning a product line or book of business
Understanding of financial data providers/ecosystem (Bloomberg, FactSet, PitchBook, Preqin, Refinitiv)
Understanding of enterprise data/security environments
Benefits
Bonus
EQUITY
Company
Double Down Group
Double Down Group (DDG) is an extremely unique executive search and advisory firm that brings a fresh perspective to placing highly qualified talent at premier firms within the financial technology and financial services industries.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
John Dolan
Founder
Company data provided by crunchbase