Director, AI Emerging Solutions, Boston Financial District, 180k to 240k base, bonus Hybrid, in-office Tuesday, Wednesday, and Thursday, with the flexibility to work remotely
Summary:
The Portfolio Performance & Analytics team is seeking a talented and driven Director, Emerging Solutions to lead innovation and transformation across investment and operational functions. This role sits within a diversified team delivering portfolio performance, quantitative research, and business intelligence services across multiple asset classes. As Director of Emerging Solutions, you will drive the strategic adoption of advanced and emerging technologies—particularly artificial intelligence—across critical investment and operational processes including index rebalancing, flow management, cash equitization, tax management, portfolio optimization, securities lending, and client proxy services. Reporting to the Head of Portfolio Performance & Analytics, you will collaborate with senior leadership to execute a comprehensive innovation strategy, building expertise in cutting-edge tools and methodologies while delivering measurable business value through enhanced oversight, risk identification, and cost reduction.
Responsibilities:
Develop an in-depth understanding of investment management and operational processes to identify opportunities for optimization and automation using AIPartner with stakeholders across the organization to design and implement analytically driven solutions and oversight tools, leveraging AI and advanced/emerging technologies Translate ambiguous business questions into clear technical problem statements and develop AI-powered solutions that minimize risk and optimize cost Analyze structured and unstructured data from multiple sources to perform predictive and prescriptive analytics, ensuring accurate interpretation and presentation of findings Support decision-making related to product, process, and platform design to streamline the future operating model, modernize existing capabilities, and develop next-generation functionality Simplify and modernize how, where, and when information is disseminated to users Collaborate with business users, leadership, and technology teams to ensure alignment, manage expectations, foster effective collaboration, and prioritize resources Maintain visibility and accessibility across the organization, support an inclusive culture, encourage teamwork, and actively engage in the investment process Enforce standardization of requests, technology, and reporting deployment
Qualifications:- Education & ExperienceBS required (master's degree preferred) in a relevant field such as Computer Science, Data Science, Mathematics, or Statistics 10+ years of experience in a similar or related position within the asset management industry
- Demonstrated hands-on experience using AI for investment management use cases
- Proven experience working with large investment management function-related datasets
- Technical Skills
- Proficiency in AI technologies and tools
- Strong programming skills in Python and SQLAdvanced data visualization capabilities using Tableau or Power BIDemonstrated ability to transform ideas and stakeholder feedback into functional prototypes and scalable analytical tools
- Professional Competencies
- Proven track record of transforming operational processes through cross-functional collaboration
- Strong organizational, problem-solving, and time-management skills
- Acute attention to detail and effective prioritization abilities
- Excellent verbal and written communication and presentation skills
- Strong interpersonal and relationship management capabilities
- Skilled in meeting facilitation and process design
- Client-focused, results-driven mindset
- Personal Attributes
- High energy and passion for building scalable platforms
- Comfortable with ambiguity and emerging technologies
- Motivated team player who works well both independently and collaboratively
- Enjoys working in a collegial, dynamic, and fast-paced environment
Committed to Meritocracy, Inclusivity and Equal Opportunity Employment: BlueSkyClarity and our clients are committed to meritocracy, inclusivity and equal opportunity and are proud to be an equal opportunity employer and comply with all applicable federal, state, and local fair employment laws.
We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, sex (including pregnancy), age, national origin or ancestry, ethnicity, religion, creed, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.
This policy applies to all terms and conditions of employment, including, but not limited to, hiring, training, promotion, discipline, compensation, benefits, and termination of employment.
We comply with the Americans with Disabilities Act (ADA), as amended by the ADA Amendments Act, and all applicable state or local law.
Posted byDom Costagliola, Principal, m 1-617-899-5094, domenic@blueskyclarity.comhttp://www.blueskyclarity.com/http://www.linkedin.com/in/domcosta1
