Forward Deployed Investor

📋 Description

• Engage with buy-side clients to embed AI-enabled workflows in investment processes.
• Identify high-value insertion points in sourcing, screening, underwriting, and monitoring; shape
• Build and integrate AI capabilities into client workflows using 9fin toolkit and future
• Drive client adoption, onboard users, run enablement sessions, and monitor usage with sponsors at
• Feedback deployments into product roadmaps and GTM assets to accelerate expansion across accounts.
• Spot expansion opportunities within served accounts for new users or use cases.

🎯 Requirements

• 3+ years’ practitioner experience in asset management, credit fund, or insurer with end-to-end
• Direct experience in credit portfolio management, private credit/direct lending, CLO investing
• Strong communication skills; comfortable with analysts, PMs, and CIOs; able to translate field
• Collaborative, cross-functional mindset; able to work with GTM, Product, Engineering, and other
• Demonstrated interest in technology applied to finance and familiarity with domain AI tools and

🎁 Benefits

• Competitive salary and equity options.
• Pension with 4% contributions and company match up to 7%.
• Private medical insurance and Life Assurance.
• Hybrid working model with flexible location/work arrangements.
• Time off: 25 holidays, public holidays, sabbatical after 5 years, parental leave, etc.
• Professional development budget and regular team events.