AI Outcome Engineer | Financial Services
- Source: LinkedIn
- Blackstone Talent Group
- Hybrid
- New York City
- Mid level
Job Description
Job Description Blackstone Talent Group, an award-winning technology consulting and talent agency is seeking a AI Outcome Engineer | Financial Services to join our Client’s team.
General Traits
- Customer empathy: You think like an analyst, what inputs they trust, how they validate, how they make decisions
- Structured translator: You turn unstructured analyst thought processes into clear steps, logic, and evaluation criteria for engineers to implement
- Comfortable in ambiguity: You can make progress with imperfect information, navigate complex organisations, and bring structure where there isn’t any
- Proactive problem-solver: You anticipate issues before the client does
- Hustle & ownership: You take responsibility end-to-end and care deeply about outcomes
- Curious & fast learner: You quickly understand new workflows, industries, and agent capabilities. You can quickly test, evaluate, and integrate new AI capabilities into client workflows.
- Executive presence: You can credibly advise senior stakeholders and guide decisions. You can talk to customers in business language and translate into structured technical requirements.
- Commercial instinct: You naturally see where a workflow can extend to new teams or processes and can help shape that into a concrete opportunity.
Responsibilities You will own a portfolio of financial clients and become their go-to technical partner. You will work closely with Credit, Investment, Research, and Portfolio Monitoring teams to:
- Understand and map financial workflows end-to-end. Some examples are:
- “Automate quarterly credit reviews using borrower KPIs + news + filings”
- “Build investment screens that collapse hours of research into minutes”
- “Automate portfolio monitoring reports used by ICs”
- Sit deeply inside customer workflows, joining working sessions, shadowing analysts, and understanding decision-making so you can define KPIs, and ROI for workflow automation.
- Translate ambiguous analyst processes into clear, structured, multi-step agent workflows. You build the functioning prototypes for Product Engineers to scale.
- Own the correctness of the workflow: design the evaluation criteria, edge-case handling, error paths, and audit logic that engineers implement at scale
- Plan and manage multi-threaded client projects end-to-end across Business, Security, and Procurement with clear ownership of timelines, risks, and stakeholder communication
- Own the success of pilots through to production and expansion, working with sales to turn value delivered into renewed contracts and upsells
- Proactively surface and shape new use cases, teams, and regions where the agents can be deployed, and help build the commercial case for expansion.
- Build adoption: create super-user networks, internal champions, and usage cadences so workflows become part of daily decision-making.
- Partner with Product Engineers to convert every deployed workflow into reusable templates, patterns, and components.
- Spot cross-client patterns and feed them into our product roadmap.
- Shape our financial workflows product strategy - identify which use cases matter most, which markets have the highest pull, and what features unlock scale.
- Be the AI/solution subject-matter expert (SME) with clients, analysts, and industry teams.
- Provide feedback to engineering on primitives, orchestration, evals, model behavior, and platform improvements.
- Help build case studies, playbooks, and proof points that consistently win deals.
- Mentor junior team members, and over time help build and lead a high-performance Financial Workflows OE pod.
Required Experience
- 4–7+ years experience in financial analysis, investment research, credit underwriting, portfolio monitoring, or equivalent analytical roles.
- Working understanding of typical workflows such as:
- Credit memos & annual reviews
- Investment screens & IC memos
- Financial Modeling logic
- Portfolio monitoring and KPI tracking
- Market/industry analysis
- Compliance/ops workflows (non-ESG-specific)
- Ability to reverse-engineer financial workflows. (e.g You can take a messy 80-page credit memo or IC deck and extract the logic into steps, decisions, and data needs).
- Technical literacy. You have Python/SQL proficiency or advanced experience with low-code automation tools. You must be able to vibe code a demo to unblock yourself.
- You’ve built or designed a multi-step LLM workflow before.
- You ship V1s in days, not weeks,…
Skills
- Python
- claude-by-anthropic
- LangChain
- factset
- pitchbook
- preqin
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