Hebbia→
Forward Deployed Investor (AI Strategist) at Hebbia in New York City
Entry LevelOn-siteFull-timeNew York City$90k–$225k/yr
Skills
large language models (llms)ai platform deploymentfinancial workflowsbanking domain expertiseinvestment bankinginstitutional investingcorporate lawcorporate financeconsultingcommercial strategysaas deploymentclient relationship managementcuriosityvalue creationautonomyownership mindset
Job Description
Summary: Hebbia is an AI platform for investors and bankers that powers investment decisions for major asset managers. The Forward Deployed Investor (AI Strategist) role focuses on driving strategic deployment and measurable value creation of Hebbia’s platform across global financial institutions.
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
- Drive value-backed growth: Identify and capture value with customers, serving as a key driver of 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
Required Qualifications:
- Bachelor's degree, preferably in Finance, Economics, Computer Engineering, or Pre-Law
- 1-5 years of client-facing experience in top-tier investment banking, institutional investing, corporate law, corporate finance, or consulting roles; relevant internship experience can be considered for recent grads
- Strong ownership mindset with a demonstrated track record of outperformance, value creation, and expanded responsibilities
- Experience and comfort with leading LLM models and tools; we want to hear about what you've built/tested/researched
Preferred Qualifications:
- 5-10 years of client-facing experience with an emphasis on relationship-building
- Strong commercial acumen and experience driving revenue expansion, particularly deploying AI/SaaS into enterprise organizations
- Technical startup and/or founder experience, building systems and processes for scale
- LLM technical knowledge and practical experience implementing into professional workflows
Required Skills: Large Language Models (LLMs), AI platform deployment, Financial workflows, Banking domain expertise, Investment banking, Institutional investing, Corporate law, Corporate finance, Consulting, Commercial strategy, SaaS deployment, Client relationship management, Curiosity, Value creation, Autonomy, Ownership mindset
Benefits: Unlimited, Medical + Dental + Vision + 401K + Wellness Benefits, Catered lunch daily + doordash dinner credit, 3 months non-birthing parent, 4 months for birthing parent, $15k lifetime benefit, Competitive equity package with unmatched upside potential
Benefits
Unlimited
Medical + Dental + Vision + 401K + Wellness Benefits
Catered lunch daily + doordash dinner credit
3 months non-birthing parent, 4 months for birthing parent
$15k lifetime benefit
Competitive equity package with unmatched upside potential