9fin

Forward Deployed Investor

New York, Remote. Posted 4 days ago

The role

You will drive adoption of AI capabilities for strategic buy-side clients by embedding within their investment teams. You will map investment workflows, build AI solutions using the 9fin toolkit, 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 AI solutions using 9fin's toolkit, including MCP integrations and agents
  • Drive adoption by onboarding users across investment, research, and risk
  • Run enablement sessions and monitor active usage
  • Review adoption monthly with client champions and quarterly with leadership
  • 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, private credit, CLO investing, distressed/special situations, or buy-side transformation
  • Demonstrably interested in technology applied to your domain
  • Familiar with and hands-on with modern domain tooling such as Rogo, Hebbia, AlphaSense, or Octus
  • Comfortable operating inside confidential investment processes
  • Strong communicator across technical and business audiences
  • Highly collaborative across a broad internal network
  • Outcome-oriented

Nice to have

  • Participation in an internal AI, data, or research technology working group
  • External vendor champion or evaluation lead for domain tech
  • Already moved to a technology company focused on credit markets

Benefits

  • Competitive Salary
  • Equity Options
  • 401(k) (9fin pays 3%, employee contributions are uncapped)
  • Private Health Insurance, with Dental and Vision
  • Paid sick leave
  • Disability Insurance (New York)
  • Commuter benefit
  • 25 vacation days per year
  • Local public holidays
  • Work abroad for up to 3 months a year
  • 1 month paid sabbatical after 5 years of service
  • Enhanced parental leave & flexible working arrangements available

About the company

9fin is the AI platform powering global debt markets. It replaces fragmented infrastructure with a single platform that centralises proprietary credit data, deep analysis, and high-value workflows.