Forward Deployed Banker (AI Strategist)

About Hebbia The AI platform for investors and bankers that generates alpha and drives upside. Founded in 2020 by George Sivulka and backed by Peter Thiel and Andreessen Horowitz, Hebbia powers investment decisions for BlackRock, KKR, Carlyle, Centerview, and 40% of the world’s largest asset managers. Our flagship product, Matrix, delivers industry-leading accuracy, speed, and transparency in AI-driven analysis. It is trusted to help manage over $30 trillion in assets globally. We deliver the intelligence that gives finance professionals a definitive edge. Our AI uncovers signals no human could see, surfaces hidden opportunities, and accelerates decisions with unmatched speed and conviction. We do not just streamline workflows. We transform how capital is deployed, how risk is managed, and how value is created across markets. Hebbia is not a tool. Hebbia is the competitive advantage that drives performance, alpha, and market leadership. About the AI Strategy Team Our AI Strategists are deep domain experts and problem-solvers who bridge product, commercial strategy, and customer impact. They understand deeply the manual drain of our users’ workflows and the myriad ways Hebbia provides value, and are focused on embedding and expanding Hebbia use cases within customer environments to maximize ROI and transform how work gets done. As we continue to scale in hypergrowth, our [... source excerpt omitted ...] blems, building meaningful partnerships, and helping define how AI reshapes finance, we’d love to meet you. This role is based out of our New York City office (5 days per week). Responsibilities Apply cutting-edge AI: Develop expertise with leading LLMs (Opus 4.6, GPT-5.2, Gemini 3, etc.), become a SME in Hebbia’s product and features, and apply to complex professional settings and workflows Build domain expertise: Develop an intimate understanding of the complex banking, financial and legal workflows of our users (e.g., credit agreements, lease documents, etc.) Become a core advisor: Deeply understand our customer stakeholders, drive value and growth as a trusted AI advisor Dri [... source excerpt omitted ...] our land-and-expand commercial strategy Optimize processes for scale: Define and constantly enhance internal processes and workflows to shape the post-sales team and improve our customer experience Own in ambiguity: Operate with autonomy and clarity in fast-moving, unstructured environments - quickly distill complex problems, learn on the fly, and drive toward actionable solutions across customer and product needs Who You Are Bachelor’s degree, preferably in Finance, Economics, Computer Engineering, or Pre-Law 1-5 years of client-facing experience in investment banking, institutional investments (private credit, private equity, hedge funds, asset management, investment rese