Financial AI Engagement Manager (Investment banking needed)

Engagement Manager – Financial AI (6+ yrs, Financial Background: Investment/Private market/Financial services)

We are partnering with a high-profile US-based financial AI company (backed by a recognized VC in the fintech/AI space) to support a critical strategic engagement. We are seeking an experienced consultant to join this exciting project.

Who You Are

6+ years of experience at a top-tier Investment banking background：

1. J.P. Morgan
2. Goldman Sachs
3. Morgan Stanley
4. Bank of America
5. Citi
6. UBS
7. Barclays
8. Deutsche Bank
9. Nomura
10. Mizuho
11. Macquarie
12. Jefferies
13. Evercore
14. Lazard
15. Rothschild & Co
16. Moelis
17. Houlihan Lokey
18. Centerview
19. PJT Partners

1. Proven track record in financial services, fintech, or AI/technology engagements
2. Strong problem-solving, stakeholder management, and executive communication skills
3. Comfortable operating in ambiguous, high-growth environments with a scrappy, hands-on mindset

Engagement Details

1. Project-based / contract engagement with potential for extension
2. Remote-friendly with occasional travel as needed
3. Immediate start preferred