InvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn relationship insights into action with increased productivity and transparency.
We’re hiring an AI Product Builder, Associate to join InvestorFlow’s next generation of AI-native product builders. This role is intentionally broad by design. You will not be confined to a narrow function. Instead, you’ll operate across product discovery, AI engineering, and client-facing problem solving, working alongside senior product and engineering leaders who already operate this way today.
This is not a traditional junior role where you wait for tickets. It is an opportunity space for someone early in their career who wants to learn and help shape how AI-powered products are actually conceived, built, shipped, and adopted in production—at scale, with real users. If you want to specialize narrowly, this role will feel uncomfortable. If you want to become a full-spectrum AI Product Builder, this role is designed for you.
We are open to candidates that are a commutable distance to one of our core offices (New York, New Jersey, San Francisco).
You Will:
Product Contribution & Learning
Analyze private markets workflows and user behavior to identify high-impact problems worth solving.
Synthesize client feedback, usage signals, and business context into clear product hypotheses and feature definitions.
Contribute to roadmap definition, feature scoping, and prioritization alongside senior PMs and engineers.
Influence product decisions through evidence, judgment, and execution quality.
AI Product Development
Use hands-on technical work to validate product ideas and de-risk delivery.
Design, implement, and iterate on AI-powered product features where engineering is required to prove value.
Build and refine LLM prompts, pipelines, and workflows that surface insights and perform tasks.
Collaborate closely with engineers to take validated concepts into production.
Monitor AI skill quality signals across clients and channels; tune prompts, adjust data
contexts, and validate improvements using structured evaluation approaches.
Delivery, Communication & Feedback
Help produce documentation, release notes, and demos that explain what was built and why.
Support internal teams (product, engineering, client success) in understanding and deploying new features.
Occasionally engage directly with clients or end users to understand real-world usage and pain points.
Your scope will expand as you demonstrate judgment, execution quality, and reliability.
You Have:
Early-career engineer or technical product builder (internships, projects, or 1–3 years experience).
Hands-on exposure to LLMs, generative AI, prompt engineering, agent development
Curiosity about product delivery, not just model behavior.
Ability to explain technical and product concepts clearly to different audiences.
Technical fundamentals (i.e. Python, Go, SQL).
Interest in private markets, fintech, or complex B2B workflows (experience is a plus, not a requirement).
Tech Stack & Tools (nice to haves)
Languages / Tools: Python, Go, SQL, Pandas, Git, shell
Platforms: Investorflow Proprietary AI Platform + Snowflake, Salesforce, LLM API (Anthropic, OpenAI, and others), MCP-compatible integrations
Infrastructure: Kubernetes (basic familiarity), data pipelines, ETL
Product: Github, Jira, Productboard
Additional Information
InvestorFlow is an investor and deal engagement platform that prioritizes intelligent digital experiences, productivity, and engagement. Our cloud-native platform integrates deal flow management, fundraising, reporting, and investor services. We are proud to serve over 175 clients, including 25 of the top 50 alternative asset managers, managing more than $6 trillion in assets, 750 funds, and 90,000 LPs. Headquartered in San Francisco, California, we are committed to driving innovation and inclusivity in the financial industry. To learn more about our company, please visit www.investorflow.com.
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