Credit Workflow Strategist
About this role
Translating intricate analytical needs into robust AI and data-driven solutions forms the core of daily operations in this hybrid position. Partnership with the Head of Direct Data Services enables the incoming strategist to codify leveraged finance workflow intelligence and scale solutions knowledge across internal teams and the AI product suite. Embedded directly in complex client workflows, the professional maps financial processes like credit agreements, debt structures, and covenants to integrate the platform seamlessly.
Operating within the Direct Data Services team in New York City, the strategist acts as a trusted client-facing advisor for buyside, sellside, and advisory accounts. Advanced AI and large language models are utilized to prototype, test, and design tailored workflows that optimize manual credit analysis and document-heavy research. Collaboration with engineering and product units ensures real-world user feedback directly shapes platform enhancements.
What you will do
- Partner with the Head of Direct Data Services to codify LevFin workflow intelligence and scale solutions knowledge across the broader internal team and product suite.
- Act as a client-facing domain expert and trusted advisor to build relationships and solve complex problems for buyside, sellside, and advisory accounts.
- Investigate and map users' complex financial processes, including credit agreements, debt structures, and covenants, to embed the AI platform into daily workflows.
- Apply advanced AI and LLM tools to prototype, test, and design tailored workflows that optimize manual credit analysis and document-heavy research for clients.
- Coordinate with product and engineering teams to translate real-world client feedback into platform enhancements and product features.
What you need
- Experience in the leveraged finance credit markets on the buyside, investment banking, or credit advisory side.
- High proficiency and comfort with leading AI tools and LLMs, accompanied by a strong interest in prompt optimization and workflow automation.
- Strong desire to be client-facing, backed by a proven ability to build partnerships and solve operational problems for institutional clients.
- Organized and detail-oriented approach with the ability to prioritize, respond quickly, navigate ambiguity, and manage multiple ongoing workstreams.
- Excellent interpersonal, verbal, and written communication skills.
Nice to have
- Experience working directly with product, data, or engineering teams
Benefits
- Competitive health benefits
- Matched 401k and pension plans
- PTO
- Generous parental leave
- Gym subsidies
- Educational reimbursements for career development
Skills and tech stack
Questions candidates ask
What is the remote work policy?
The team is based in the New York City office and operates on a hybrid, 3 days/week schedule.
What is the compensation range for this role?
The good faith salary range estimate is $135,000 to $175,000, and the position is eligible for a performance-based annual bonus.
What kind of team will I be working with?
The Direct Data Services team sits at the intersection of product innovation, domain strategy, and direct client impact, partnering closely with product and engineering teams.