About the Role

Our client a Dubai-based, managing a diversified international investment portfolio across hedge funds, private equity, private credit, real estate and alternative investments.

We are seeking a highly capable, hands-onAI Solutions Engineer / AI Automation Specialist to design, develop and implement AI-powered tools that improve our investment monitoring, reporting, research and day-to-day operations.

The primary objective of this role is to leverage artificial intelligence, including ChatGPT, custom GPTs, AI agents and workflow automation, to streamline how our investment team accesses information, monitors portfolio performance, analyzes fund manager reports and follows up on investment-related matters.

The successful candidate will work closely with senior management and the investment team to identify opportunities for AI integration and translate these into practical, reliable and secure solutions.

Key Responsibilities

1. AI Development and Implementation

1. Design, develop and maintain custom GPTs, AI assistants and intelligent automation tools tailored to the family office's investment activities.
2. Integrate AI solutions with existing systems, databases, Excel spreadsheets, document repositories and communication platforms.
3. Develop an integrated AI-powered investment knowledge platform capable of answering questions about portfolio holdings, performance and investment activity.
4. Evaluate and implement suitable AI technologies, platforms and third-party solutions.

2. Investment Portfolio Monitoring

1. Develop automated tools to track and summarize the performance of investments across multiple asset classes.
2. Create systems to extract, organize and analyze information from fund manager reports, financial statements, capital call notices and distribution statements.
3. Automate the production of daily, weekly, monthly and quarterly investment updates.
4. Develop intelligent alerts highlighting significant portfolio developments, upcoming deadlines, outstanding reporting requirements and potential risks.
5. Enable management to query investment information using natural language.

3. Investment Research and Reporting

1. Build AI tools to summarize fund manager updates, investor presentations, financial reports and relevant market developments.
2. Automate comparisons of investment performance across reporting periods.
3. Develop customized investment dashboards and reporting tools.
4. Implement systems that identify important developments in financial markets relevant to the family office's existing investments.
5. Ensure that generated reports are accurate, traceable to their sources and appropriately verified.

4. Workflow Automation and Operational Efficiency

1. Identify repetitive administrative and investment-related processes that can be automated.
2. Develop automated follow-up systems for outstanding fund manager communications, information requests and reporting deadlines.
3. Integrate AI capabilities with Microsoft Office, Outlook, Excel, SharePoint and other relevant business applications.
4. Improve document management, internal knowledge sharing and information retrieval.
5. Work directly with management to identify additional opportunities to improve operational efficiency through AI.

5. Data Security and System Reliability

1. Ensure that all AI solutions adhere to strict confidentiality, data protection and cybersecurity requirements.
2. Implement appropriate controls for access permissions, data handling and system monitoring.
3. Establish safeguards to minimize inaccuracies and ensure the reliability of AI-generated financial information.
4. Maintain, troubleshoot and continuously improve deployed AI systems.

Qualifications and Experience

Required:

1. Bachelor's degree in Computer Science, Artificial Intelligence, Software Engineering, Data Science or a related field.
2. Minimum 5 years of relevant technical experience, including practical experience developing AI applications.
3. Demonstrated experience building and deploying custom GPTs, LLM-powered applications or AI agents.
4. Strong proficiency in Python, APIs, databases and workflow automation.
5. Experience working with OpenAI APIs, Microsoft Azure AI, LangChain, LlamaIndex or comparable AI frameworks.
6. Experience integrating AI tools with Microsoft 365, Excel, Outlook, SharePoint or similar business systems.
7. Strong understanding of data extraction, document processing, retrieval-augmented generation (RAG) and AI system evaluation.

Highly Desirable:

1. Previous experience working with family offices, investment management companies, hedge funds, private equity firms or financial institutions.
2. Familiarity with investment performance reporting, NAV calculations, capital calls, distributions and portfolio monitoring.
3. Experience developing financial dashboards and automated investment reporting systems.
4. Experience handling confidential financial data in secure enterprise environments.

Ideal Candidate Profile

We are looking for a practical, solution-oriented individual who can independently take projects from concept to implementation.

The ideal candidate will:

1. Be an expert in applying AI technologies to real-world business problems.
2. Demonstrate initiative in identifying opportunities for automation and efficiency.
3. Have a strong understanding of how to connect AI tools with existing business systems and data.
4. Be comfortable working in a lean, entrepreneurial family office environment.
5. Possess excellent analytical and problem-solving skills.
6. Demonstrate the ability to build working solutions rather than simply advise on AI strategy.
7. Maintain the highest standards of confidentiality and professionalism.

Key Objectives in the First 6 Months

The successful candidate will be expected to:

1. Assess the family office's existing investment reporting processes, data sources and operational workflows.
2. Develop an initial AI investment assistant capable of retrieving and summarizing investment information.
3. Implement automated analysis of fund manager reports and investor communications.
4. Establish a centralized, searchable investment knowledge system.
5. Develop automated reporting and follow-up tools for management and the investment team.
6. Identify and implement additional high-value AI automation opportunities across the family office.

Compensation

Competitive salary and benefits, commensurate with experience and demonstrated technical capabilities.