Account Executive - AI for Investment Research
Engage PSG Search · New York, New York, United States
FULL TIMEpermanent
Job Description
Account Executive | AI for Investment Research Location: New York City (hybrid)
Read the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required.
The way institutional investors conduct fundamental research is changing, and AI is at the centre of it.
We're partnering with an ambitious, rapidly growing AI for investment research business that's building technology to fundamentally change how hedge funds and asset managers discover opportunities, analyse companies and make investment decisions.
Founded by former investment professionals from some of the world's leading hedge funds and investment firms, the business has combined deep institutional investment expertise with sophisticated AI technology to create something genuinely exciting.
The platform is already being used by 100+ institutional investment firms globally, with the business now entering an exciting phase of commercial expansion.
They're looking for an ambitious Account Executive to help accelerate growth across the US institutional investor market.
We're not looking for someone who simply wants to inherit a book of business and hit their number.
We're looking for someone who loves winning new clients, has strong relationships across the institutional investor segment and wants to join a business early enough to have a genuine impact on its growth.
Someone who sees the opportunity in joining a smaller, ambitious AI company today, rather than waiting until everyone else knows about it tomorrow.
The Business:
Investment research has historically been a time-consuming process.
Analysts and Portfolio Managers spend countless hours reviewing company filings, earnings transcripts, financial information and market developments to identify opportunities and build conviction around investment decisions.
This business is changing that.
Its AI-native research platform enables institutional investors to automate complex research processes, interrogate vast amounts of information and generate meaningful investment insights in a fraction of the time.
Covering tens of thousands of companies across multiple global markets, the platform combines advanced AI, proprietary research technology and institutional-grade financial intelligence to help investment professionals work more efficiently and make better-informed decisions.
At the heart of the offering:AI-powered investment research: Automating time-intensive research tasks, synthesising financial information and producing detailed company and investment analysis.Investment idea generation: Helping investors screen opportunities, explore companies and uncover investment themes across global markets.Investment monitoring: Enabling investment teams to track companies, developments and changes that could influence existing or prospective positions.Intelligent research workflows: Bringing together financial information, company disclosures and other research materials to accelerate fundamental analysis.Custom research and insights: Helping analysts generate tailored research, investigate investment questions and extract meaningful information from complex datasets.
The result?
Less time gathering and processing information. More time generating ideas, identifying opportunities and making investment decisions.
The bigger vision? To help redefine how institutional investment research is conducted in an increasingly AI-driven world.
The Opportunity
This is a hands-on, new-business-focused Account Executive role with genuine commercial ownership.
You'll be joining a business that already has strong early institutional traction, but where there's still ENORMOUS opportunity to expand its US client base and help shape its commercial approach.
You'll work closely with the founding team, building relationships with sophisticated investors and demonstrating how AI can transform their day-to-day investment workflows.
It's a role for someone who enjoys the hunt.
Someone who gets excited about opening doors, engaging difficult-to-reach investment professionals and turning initial conversations into meaningful commercial relationships.
You'll be responsible for:Winning new institutional clients: Identify, engage and close hedge funds, long-only asset managers, family offices and other sophisticated investment firms.Building your own pipeline: Leverage your existing network, targeted outbound activity and proactive business development to originate opportunities.Owning the entire sales cycle: Lead prospecting, discovery, product demonstrations, trials, negotiations and closing.Selling to sophisticated investors: Engage Portfolio Managers, Investment Analysts and Heads of Research, understanding their investment processes and positioning relevant AI use cases.Demonstrating commercial value: Show how the platform can improve research productivity, accelerate investment analysis and enhance existing workflows.Helping shape the sales playbook: Work closely with leadership to refine commercial messaging, sales strategy and the approach to winning institutional clients.Bringing the market into the business: Share customer insight with Product and leadership to help influence the platform's development and commercial direction.
This isn't a role where you'll be handed a pipeline of warm inbound leads or rely on an SDR team to fill your calendar.
You'll have the independence to build your own book of business, backed by an innovative product, an experienced founding team and a growing institutional customer base.
Who We're Looking For:
We're looking for a commercially ambitious, entrepreneurial new-business hunter who understands the institutional investment market and is excited about the potential of AI.Ideally, you'll bring:
3+ years of B2B full cycle sales experience, ideally selling financial data, alternative data, investment research, AI, analytics or technology solutions.A proven track record of generating and closing new business, with the ability to build pipeline independently.Experience selling into hedge funds, asset managers, family offices or other institutional investors, ideally with existing buy-side relationships.An understanding of fundamental investment research, including how Portfolio Managers and Analysts research companies, develop investment theses and make decisions.Strong communication and commercial skills, with the confidence to engage analytically sophisticated investment professionals.An entrepreneurial mindset, with the autonomy, resilience and initiative to thrive in a fast-growing, early-stage business.Genuine curiosity around AI, and an interest in how emerging technology is changing financial markets and investment workflows.
We're particularly interested in speaking with people who have been successful in more established financial data, research or technology businesses but are now looking for something with greater ownership, more autonomy and a stronger connection to the company's growth journey.
Equally, if you've already experienced the excitement of an early-stage business and want to do it again, we'd love to hear from you.
Why Join?
The timing. AI adoption across financial markets is accelerating, and you're joining a business already demonstrating meaningful traction with institutional investors.The founders. Work alongside people who have operated inside some of the world's most sophisticated investment firms and understand the problems they're solving firsthand.The product. Sell genuinely exciting AI technology built specifically for institutional investment workflows, rather than another generic software solution.The autonomy. Own your pipeline, build relationships, drive revenue and have a direct influence on how the business approaches the market.The stage. Join while the business is still early enough for your individual contribution to make a meaningful difference.The upside. Competitive base salary, uncapped commission.The longer-term opportunity. Grow alongside an ambitious AI company as it continues to expand its institutional customer base and commercial organisation.
Interested?
Maybe you're currently selling financial data, investment research, alternative data or AI technology into institutional investors, performing well, but starting to wonder what it would be like to take everything you've learned and apply it within a smaller, faster-moving business.
Perhaps you want to be closer to the founding team, have more influence over commercial strategy and work on technology that's genuinely changing how your customers operate.
Or maybe you're simply excited about the direction AI is taking financial markets and want to be part of a business helping lead that transformation.
If you're a proven new-business salesperson with institutional investor relationships, commercial ambition and an appetite to get involved early, this could be a fantastic next move. xzbcwsv
Location: New York City (Hybrid)
Get in touch for a confidential conversation.
Read the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required.
The way institutional investors conduct fundamental research is changing, and AI is at the centre of it.
We're partnering with an ambitious, rapidly growing AI for investment research business that's building technology to fundamentally change how hedge funds and asset managers discover opportunities, analyse companies and make investment decisions.
Founded by former investment professionals from some of the world's leading hedge funds and investment firms, the business has combined deep institutional investment expertise with sophisticated AI technology to create something genuinely exciting.
The platform is already being used by 100+ institutional investment firms globally, with the business now entering an exciting phase of commercial expansion.
They're looking for an ambitious Account Executive to help accelerate growth across the US institutional investor market.
We're not looking for someone who simply wants to inherit a book of business and hit their number.
We're looking for someone who loves winning new clients, has strong relationships across the institutional investor segment and wants to join a business early enough to have a genuine impact on its growth.
Someone who sees the opportunity in joining a smaller, ambitious AI company today, rather than waiting until everyone else knows about it tomorrow.
The Business:
Investment research has historically been a time-consuming process.
Analysts and Portfolio Managers spend countless hours reviewing company filings, earnings transcripts, financial information and market developments to identify opportunities and build conviction around investment decisions.
This business is changing that.
Its AI-native research platform enables institutional investors to automate complex research processes, interrogate vast amounts of information and generate meaningful investment insights in a fraction of the time.
Covering tens of thousands of companies across multiple global markets, the platform combines advanced AI, proprietary research technology and institutional-grade financial intelligence to help investment professionals work more efficiently and make better-informed decisions.
At the heart of the offering:AI-powered investment research: Automating time-intensive research tasks, synthesising financial information and producing detailed company and investment analysis.Investment idea generation: Helping investors screen opportunities, explore companies and uncover investment themes across global markets.Investment monitoring: Enabling investment teams to track companies, developments and changes that could influence existing or prospective positions.Intelligent research workflows: Bringing together financial information, company disclosures and other research materials to accelerate fundamental analysis.Custom research and insights: Helping analysts generate tailored research, investigate investment questions and extract meaningful information from complex datasets.
The result?
Less time gathering and processing information. More time generating ideas, identifying opportunities and making investment decisions.
The bigger vision? To help redefine how institutional investment research is conducted in an increasingly AI-driven world.
The Opportunity
This is a hands-on, new-business-focused Account Executive role with genuine commercial ownership.
You'll be joining a business that already has strong early institutional traction, but where there's still ENORMOUS opportunity to expand its US client base and help shape its commercial approach.
You'll work closely with the founding team, building relationships with sophisticated investors and demonstrating how AI can transform their day-to-day investment workflows.
It's a role for someone who enjoys the hunt.
Someone who gets excited about opening doors, engaging difficult-to-reach investment professionals and turning initial conversations into meaningful commercial relationships.
You'll be responsible for:Winning new institutional clients: Identify, engage and close hedge funds, long-only asset managers, family offices and other sophisticated investment firms.Building your own pipeline: Leverage your existing network, targeted outbound activity and proactive business development to originate opportunities.Owning the entire sales cycle: Lead prospecting, discovery, product demonstrations, trials, negotiations and closing.Selling to sophisticated investors: Engage Portfolio Managers, Investment Analysts and Heads of Research, understanding their investment processes and positioning relevant AI use cases.Demonstrating commercial value: Show how the platform can improve research productivity, accelerate investment analysis and enhance existing workflows.Helping shape the sales playbook: Work closely with leadership to refine commercial messaging, sales strategy and the approach to winning institutional clients.Bringing the market into the business: Share customer insight with Product and leadership to help influence the platform's development and commercial direction.
This isn't a role where you'll be handed a pipeline of warm inbound leads or rely on an SDR team to fill your calendar.
You'll have the independence to build your own book of business, backed by an innovative product, an experienced founding team and a growing institutional customer base.
Who We're Looking For:
We're looking for a commercially ambitious, entrepreneurial new-business hunter who understands the institutional investment market and is excited about the potential of AI.Ideally, you'll bring:
3+ years of B2B full cycle sales experience, ideally selling financial data, alternative data, investment research, AI, analytics or technology solutions.A proven track record of generating and closing new business, with the ability to build pipeline independently.Experience selling into hedge funds, asset managers, family offices or other institutional investors, ideally with existing buy-side relationships.An understanding of fundamental investment research, including how Portfolio Managers and Analysts research companies, develop investment theses and make decisions.Strong communication and commercial skills, with the confidence to engage analytically sophisticated investment professionals.An entrepreneurial mindset, with the autonomy, resilience and initiative to thrive in a fast-growing, early-stage business.Genuine curiosity around AI, and an interest in how emerging technology is changing financial markets and investment workflows.
We're particularly interested in speaking with people who have been successful in more established financial data, research or technology businesses but are now looking for something with greater ownership, more autonomy and a stronger connection to the company's growth journey.
Equally, if you've already experienced the excitement of an early-stage business and want to do it again, we'd love to hear from you.
Why Join?
The timing. AI adoption across financial markets is accelerating, and you're joining a business already demonstrating meaningful traction with institutional investors.The founders. Work alongside people who have operated inside some of the world's most sophisticated investment firms and understand the problems they're solving firsthand.The product. Sell genuinely exciting AI technology built specifically for institutional investment workflows, rather than another generic software solution.The autonomy. Own your pipeline, build relationships, drive revenue and have a direct influence on how the business approaches the market.The stage. Join while the business is still early enough for your individual contribution to make a meaningful difference.The upside. Competitive base salary, uncapped commission.The longer-term opportunity. Grow alongside an ambitious AI company as it continues to expand its institutional customer base and commercial organisation.
Interested?
Maybe you're currently selling financial data, investment research, alternative data or AI technology into institutional investors, performing well, but starting to wonder what it would be like to take everything you've learned and apply it within a smaller, faster-moving business.
Perhaps you want to be closer to the founding team, have more influence over commercial strategy and work on technology that's genuinely changing how your customers operate.
Or maybe you're simply excited about the direction AI is taking financial markets and want to be part of a business helping lead that transformation.
If you're a proven new-business salesperson with institutional investor relationships, commercial ambition and an appetite to get involved early, this could be a fantastic next move. xzbcwsv
Location: New York City (Hybrid)
Get in touch for a confidential conversation.
Details
| Company | Engage PSG Search |
| Location | New York, New York, United States |
| Type | FULL TIME |
| Niche | hr |
| Experience | permanent |