Job DescriptionCantor Fitzgerald is creating a dedicated AI function within its Investment Banking division. Reporting to the Head of AI, you will design, prototype, and launch AI-driven applications that streamline pitch preparation, comparable analysis, diligence summarization, and market surveillance. This role blends deep investment-banking knowledge with hands-on AI engineering to deliver production-grade tools that enhance banker productivity and client outcomes.
Responsibilities- Design and build AI-powered tools for core IB workflows such as pitch decks, CIM drafting, comparable company analysis, and diligence summarization.
- Own the end-to-end development cycle: data sourcing, LLM integration, back-end logic, and user-facing interfaces.
- Integrate solutions with firm data platforms (FactSet, PitchBook, SEC EDGAR, internal databases) to surface relevant information in real time.
- Maintain production quality by monitoring performance, handling issues, and iterating based on banker feedback.
- Partner with bankers, analysts, and associates to translate high-friction tasks into tractable AI problems.
- Develop documentation, training materials, and support channels to drive user adoption and enablement.
- Manage the AI request intake pipeline, prioritize projects, and communicate timelines to stakeholders.
- Track adoption metrics, time-savings, and business impact; use data to continuously improve the AI program.
- Navigate compliance, data-sensitivity, and regulatory constraints in collaboration with InfoSec and Legal teams.
- Stay current with LLM advancements and evaluate cost/quality trade-offs for production deployment.
Qualifications- 2+ years of experience in investment banking, corporate finance, equity research, or a closely related financial-services role.
- Hands-on experience building and deploying LLM-based applications beyond tutorials, including context pipelines and evaluation frameworks.
- Full-stack prototyping skills: data integration, back-end logic, and user-interface development; proficient in at least one programming language (Python, JavaScript, etc.).
- Familiarity with financial data APIs and platforms such as Bloomberg, PitchBook, FactSet, and SEC EDGAR.
- Strong understanding of IB deal processes: pitch construction, financial modeling, CIM/OM preparation, and capital-markets execution.
- Proven ability to work autonomously, define problems, and drive solutions from concept to production.
- Excellent communication skills; able to translate technical concepts for senior bankers and business context for engineers.
- Experience navigating compliance, data-privacy, and regulatory requirements in a financial-services environment.
- Bachelor's degree in finance, economics, computer science, engineering, or a quantitative discipline; advanced degree a plus.
- Ownership mindset and judgment in ambiguous, fast-paced environments.
Salary: $130,000 - $170,000 + Discretionary Bonus
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