Senior PE & Credit SME (AI-Enabled Workflow)

JOB DETAILS

• Job Type: Contractual (6 months contract with opportunity for extension)
• Location: New York City
• Work Mode: 5-days’ work from office (onshore)
• Working hours: 9 AM - 5 PM EST

JOB PURPOSE

We are seeking a senior Private Equity & Credit SME to embed onsite with a leading private markets client in New York and lead the domain side of a flagship AI initiative: the automated generation of Investment Committee (IC) memos using an enterprise AI solution. Acting as the “human-in-the-loop” domain expert, the SME will teach the AI what a strong IC memo looks like, curate the training corpus, validate outputs against IC-grade quality standards, and serve as the bridge between the client’s investment teams and Acuity’s offshore AI/delivery team. The role spans both private equity and private credit; as credit write-ups and committee materials are structurally different from PE memos, experience across both deal types is important.

KEY RESPONSIBILITIES

• Anchor the IC memo AI workstream onsite
• Curate and govern the training corpus
• Design memo frameworks and prompt architecture
• Own the full IC memo section architecture
• Build the private credit memo architecture
• Support ongoing credit monitoring use cases
• Quality-assure AI outputs
• Partner with stakeholders and lead knowledge transfer

KEY COMPETENCE

• 8–12+ years of direct private markets investment experience across private equity and/or private credit (a senior professional at a mid-/upper-mid-market PE or credit fund, or a senior deal-execution role at a leading investment bank or advisory firm)
• Proven track record of authoring and presenting IC memos and/or credit write-ups across multiple closed transactions
• Deep fluency across the full PE deal lifecycle (sourcing → diligence → IC approval → portfolio value creation → exit), and a working understanding of the private credit lifecycle (underwriting → credit approval → ongoing portfolio and covenant monitoring)
• Valid US work authorization (visa) and ability to work onsite in New York for the full engagement
• Demonstrated comfort with enterprise LLMs (Claude, GPT-class or similar) and structured prompting techniques
• Exceptional written communication and the gravitas to engage senior AI, PE, and Credit leadership directly
• Strongly preferred: hands-on experience across both private equity and private credit (e.g. direct lending, CLOs, or leveraged credit); exposure to agentic / RAG-based AI architectures; familiarity with enterprise content platforms (e.g. Egnyte or similar); sector depth in one or more core verticals (Healthcare, Software, Business Services, Financial Services, Industrials); prior consulting / KPO / managed-services delivery experience
• An MBA and/or CFA, and exposure to similar AI-for-IC projects, would be an advantage