Forward Deployed Investor

The role

You will drive adoption of 9fin's AI capabilities by embedding with strategic buy-side clients. You will map investment workflows, build AI solutions into those workflows, and provide product intelligence to influence the product roadmap.

What you will do

• Map investment workflows and find high-value insertion points
• Embed with client teams to document end-to-end investment processes
• Build 9fin's AI into identified client workflows using the company toolkit
• Drive adoption by onboarding users and running enablement sessions
• Monitor active usage and address dormant seats
• Review adoption monthly with client champions and quarterly with sponsors
• Feed structured intelligence back to product and engineering teams
• Provide case studies and competitive intelligence to the GTM cycle
• Identify expansion opportunities for new users, use cases, or products

Required qualifications

• 3+ years of practitioner experience at an asset manager, credit fund, or insurer
• Fluency across end-to-end investment workflows in credit portfolio management and research, private credit and direct lending, CLO investing, distressed and special situations, or buy-side transformat
• Demonstrably interested in technology applied to your domain
• Familiar with and hands-on with modern domain tooling
• Comfortable operating inside confidential investment processes
• Strong communicator across styles and audiences
• Highly collaborative across a broad internal network
• Outcome-oriented

Nice to have

• Direct user experience of Rogo, Hebbia, AlphaSense, Octus, or comparable AI-native platforms

Benefits

• Competitive Salary
• Equity options
• Pension (minimum 4% contribution with 9fin matching up to 7%)
• Private Medical Insurance
• Paid sick leave with Income Protection
• Group Life Assurance
• Season Ticket Loan
• Cycle to Work schemes
• 25 holiday days per year
• Local public holidays with ability to exchange for alternative days
• Work abroad for up to 3 months a year
• 1 month paid sabbatical after 5 years of service

About the company

9fin is the AI platform powering global debt markets. The business powers teams at 300+ blue-chip institutions worldwide, including global banks, asset managers, private equity firms, law firms, and advisors.