Investment & Wealth Management Domain SME

Join our AI transformation journey as aDomain Subject Matter Expert (SME), driving the intersection ofInvestment & Wealth Management andGenerative 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 We're Looking For

·10+ years of experience in Investment Management, Wealth Management, Custody, Fund Administration, or Asset Servicing

·Experience working withAsset 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

What You'll Do

·Serve as the domain expert acrossinvestment 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