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Senior Product Manager - AI Workflows (Investment Banking)

Role overview

Summary

This role focuses on developing AI-powered solutions for investment banking professionals at AlphaSense. You will own the Investment Banking persona, setting the skill roadmap and ensuring the quality of AI outputs, while collaborating with various teams to enhance product capabilities.

Qualifications

  • 3+ years as an analyst, associate, or beyond in investment banking at a top-tier firm.
  • Strong grasp of Generative AI and experience with prompt engineering.
  • Ability to visualize automation of manual processes using AI.
  • Clear communication skills to articulate complex banking concepts to non-finance professionals.
  • Preferred: Hands-on experience building with AI is a strong plus.

Responsibilities

  • Own the IB roadmap and champion the customer by translating knowledge of IB workflows into a prioritized skill roadmap.
  • Lead AI prompt engineering and validation to ensure outputs meet professional standards.
  • Build evaluation frameworks and benchmarks for IB deliverables in collaboration with the AI research team.
  • Guide contributors and forward-deployed engagements by synthesizing learnings back into the core product.

Key facts

  • Remote from: United States
  • Full time
  • Senior (5-10 years)
  • AI Product Manager
  • $145K – $200K / year
  • English

Hard skills

Other skills

  • Communication
  • Strategic Thinking
  • Collaboration

About the company

Tegus logo

Tegus

  • Data & Analytics
  • Scaleup
  • 501–1,000
Tegus is the leading company intelligence platform for key decision makers. We power some of the world’s most well-respected institutional investors, corporations, and consultancies through the largest and most comprehensive database of primary and market information. Our products and services enable clients to discover unmatched insights and answers to the most challenging questions they face to help them make better informed decisions. It’s an exciting time to be at Tegus - our customers love us, we’re growing fast, and it’s still early. So if you’re smart, creative, scrappy, and passionate about building a category-defining product - come join us! FYI: The only @email addresses we use at Tegus are @tegus.co or @tegus.com. If you receive emails from any other domain (including .us), please assume they are fraudulent and let us know by sending an email to fraudreporting@tegus.com

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Job description

About AlphaSense: 

AlphaSense is the AI platform redefining market intelligence and workflow orchestration, trusted by thousands of leading organizations to drive faster, more confident decisions in business and finance. The platform combines domain-specific AI with a vast content universe of over 500 million premium business documents — including equity research, earnings calls, expert interviews, filings, news, and internal proprietary content. Purpose-built for speed, accuracy, and enterprise-grade security, AlphaSense helps teams extract critical insights, uncover market-moving trends, and automate complex workflows with high-quality outputs. With AI solutions like Generative Search, Generative Grid, and Deep Research, AlphaSense delivers the clarity and depth professionals need to navigate complexity and obtain accurate, real-time information quickly. For more information, visit www.alpha-sense.com. Come join us.

About the Team:

AlphaSense’s Product team stands at the forefront of innovation, developing AI-powered solutions that enable professionals to make smarter, faster, and more informed decisions. Our team, a diverse and global collective of operators, craftspeople, innovators, and visionaries, shares a passion for solving complex problems and delivering exceptional user experiences. 

Within Product, the AI Workflows team builds agentic financial capabilities—reusable, validated features that productize the repeatable work of a finance professional, organized by our customer personas, and with a dedicated owner accountable for each persona’s roadmap, builds, and quality bar.

If you’re passionate about creating industry-leading AI applications that shape the future of finance, we’d love to meet you.

About the Role:

We are seeking a Senior Product Manager to own how SuperAnalyst is built for investment bankers. Your value lies in your experience on the desk at a top-tier investment bank: you understand the pressure, the workflows—from pitch and CIM prep to live deal execution—and the friction points that exist today.

As the owner of the Investment Banking persona, you will set the IB skill roadmap, teach our AI to think like a banker, and own the quality bar for everything that ships under IB. You will build the hardest skills yourself, guide contributors and our Deployment Leads, and fold what they learn in the field back into the library. You own what ships, and it reaches bankers on live deals across our customer base.

What You’ll Do:

  • Own the IB roadmap & champion the customer: Act as the voice of the banker—translate deep knowledge of IB workflows (modeling, valuation, comps, M&A, capital markets) into a prioritized skill roadmap that solves the most acute pain points from analyst to MD.
  • Lead AI prompt engineering & validation: Be the primary architect of “quality” for IB—design, test, and refine skills so outputs meet the standard of a professional banker; you can look at an AI model or comp set and immediately know if it is MD-ready.
  • Build evaluation frameworks & benchmarks: Design detailed evaluation frameworks and benchmarks for IB deliverables (comps, valuation, models, Excel formatting), and work with our AI research team to score and improve our agentic capabilities.
  • Guide contributors & forward-deployed engagements: Crowdsource ideas for new capabilities from our “boots on the ground” customer success team and work closely with our IBD Product Deployment Leads on hard, account-specific builds, and synthesize learnings back into the core product.
  • Collaborate across teams: Work side-by-side with Engineering, Design, Sales Enablement, and Strategic Initiatives, bridging the gap between technical capability and business value.
  • Drive continuous improvement: Relentlessly push for better accuracy and speed, testing IB skills against real deal scenarios to ensure reliability.
  • Special projects: Develop advanced agentic architectures (e.g. AI slide deck creation) and design systems that abstract product development practices such as knowledge graphs, automated feedback systems, and no-code workflow builders.

Who You Are:

  • Domain expert: 3+ years as an analyst, associate, or beyond in investment banking (M&A, coverage, capital markets, or leveraged finance) at a top-tier firm; you have lived the workflow and understand the nuance of financial data and deliverables.
  • AI enthusiast & practitioner: You have a strong grasp of Generative AI, are comfortable with vibe coding, prompt engineering, and understand the limitations of LLMs and how to work around them. Hands-on experience building with AI is a strong plus. You lean into the upper bound of what AI tools can do. 
  • Strategic thinker: You can look at a manual process you used to do, such as spreading comps, building an LBO, or drafting a CIM, and visualize exactly how AI should automate it and in what order.
  • Clear communicator: You can articulate complex banking concepts to engineers and designers who may not have a finance background, and carry credibility from the analyst bullpen to the MD’s office.

For base compensation, we set standard ranges for all roles based on function and level benchmarked against similar stage growth companies and internal comparables. In order to be compliant with local legislation, as well as to provide greater transparency to candidates, we share salary ranges on all job postings regardless of desired hiring location. Final offer amounts are determined by multiple factors including candidate experience/expertise and may vary from the amounts listed below.

You may also be offered a performance-based bonus, equity, and a generous benefits program.

Base Compensation Range$145,000—$200,000 USD

AlphaSense is an equal-opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals. All employees share in the responsibility for fulfilling AlphaSense’s commitment to equal employment opportunity. AlphaSense does not discriminate against any employee or applicant on the basis of race, color, sex (including pregnancy), national origin, age, religion, marital status, sexual orientation, gender identity, gender expression, military or veteran status, disability, or any other non-merit factor. This policy applies to every aspect of employment at AlphaSense, including recruitment, hiring, training, advancement, and termination.

In addition, it is the policy of AlphaSense to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations, and ordinances where a particular employee works.

Recruiting Scams and Fraud

We at AlphaSense have been made aware of fraudulent job postings and individuals impersonating AlphaSense recruiters. These scams may involve fake job offers, requests for sensitive personal information, or demands for payment. Please note:

  • AlphaSense never asks candidates to pay for job applications, equipment, or training.
  • All official communications will come from an @alpha-sense.com email address.
  • If you’re unsure about a job posting or recruiter, verify it on our Careers page.

If you believe you’ve been targeted by a scam or have any doubts regarding the authenticity of any job listing purportedly from or on behalf of AlphaSense please contact us. Your security and trust matter to us.

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