Gen AI Functional Consultant - Fort Mill, SC; Onsite

Overview

Provide domain expertise and guidance on applying generative AI to financial optimization processes, ensuring the solution meets business requirements and delivers value to portfolio managers.

• Role Name:
  Functional Gen AI Advisor
• Location:
  
  Fort Mill, SC (Onsite)
• Duration: 12 Months

• Advise on translating business requirements into AI capabilities
• Guide the implementation of natural language interfaces for portfolio managers
• Ensure AI solutions align with business processes and objectives
• Support the definition and validation of optimization intents
• Provide input on explainability requirements and user experience
• Help evaluate AI-generated outputs from a business perspective
• Guide the team on financial domain-specific considerations for AI implementation

• 7+ years of experience in financial services with focus on portfolio management
• Understanding of optimization processes and strategies
• Knowledge of generative AI applications in finance
• Experience with optimization engines preferred
• Strong communication and consulting skills
• Ability to bridge technical and business perspectives

• Familiarity with LLM platforms (OpenAI, AWS Bedrock, etc.)
• Understanding of optimization engine parameters and workflows
• Knowledge of financial modeling and portfolio optimization concepts
• Familiarity with AI explainability frameworks
• Experience with financial data structures and taxonomies
• Understanding of regulatory requirements for AI in financial services

Best Regards,
Chetna