Senior Product Manager - AI Workflows (Investment Banking)

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.

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.

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.

• →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.

• 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.