Senior Manager - Investment AI Platform

About Inception42

Role overview

Investment product ownership

• Define how platform modules support screening, diligence workstreams, data-room handling, investment committee materials, and portfolio monitoring.
• Author model investment committee memos, diligence question sets, decision criteria, scoring frameworks, and peer-benchmarking conventions.
• Resolve practitioner-level product scope, behavior, and edge-case questions with product and engineering teams.
• Pressure-test features against fund governance, regulated processes, committee dynamics, and deal-team workflows.

AI quality and standards

• Review AI-generated memos, summaries, comparables, extracted metrics, and monitoring insights for analytical soundness and correct source use.
• Define quality bars and evaluation criteria for analytical outputs with the AI team.
• Identify incorrect outputs, including misread covenants, misstated valuation logic, and false peer matches, and drive resolution.
• Set standards for citation, traceability, and source transparency.

Client and commercial collaboration

• Lead investment-domain contributions to demonstrations, discovery sessions, and executive conversations with institutional investors.
• Run design-partner relationships and convert detailed workflow evidence into prioritized product input.
• Advise clients on configuring templates, taxonomies, decision criteria, diligence processes, and committee processes.
• Contribute investment-domain substance to proposals, RFP responses, and thought-leadership materials without direct revenue ownership.
• Maintain a practitioner view of competitive, GCC market, regional deal-structure, reporting, and Arabic-language requirements.

Required experience

• Typically 6 or more years in private equity, private credit, growth equity, or an institutional or sovereign investment environment.
• Direct transaction ownership from sourcing through diligence and investment committee review.
• Experience preparing and defending investment committee materials, including memo authorship, valuation, and LBO analysis.
• Working command of data rooms, diligence trackers, peer benchmarking, decision frameworks, and portfolio reporting packs.
• Strong investment judgment, analytical scepticism, and ability to distinguish decision-relevant evidence from interesting detail.
• Ability to explain investment reasoning precisely to engineers, AI practitioners, designers, commercial teams, and client executives.
• Bachelor's degree in finance, economics, engineering, or a comparable discipline, or equivalent practical experience.

Preferred qualifications

• Experience at a general partner, sovereign wealth fund, or regional institutional investor is preferred.
• Prior technology, data, or transformation involvement within an investment firm is preferred.
• A CFA or CAIA charter, or active progress toward one, is preferred.
• Experience across both private equity and private credit workflows is preferred.
• Hands-on use or formal evaluation of AI-assisted research, diligence, or document-analysis tools is preferred.

Working style