AI Product Builder, Associate

InvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn relationship insights into action with increased productivity and transparency.

InvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn relationship insights into action with increased productivity and transparency.

You Will:

Product Contribution & Learning

• Analyze private markets workflows and user behavior to identify high-impact problems worth solving.

• Synthesize client feedback, usage signals, and business context into clear product hypotheses and feature definitions.

• Contribute to roadmap definition, feature scoping, and prioritization alongside senior PMs and engineers.

• Influence product decisions through evidence, judgment, and execution quality.

AI Product Development

• Use hands-on technical work to validate product ideas and de-risk delivery.

• Design, implement, and iterate on AI-powered product features where engineering is required to prove value.

• Build and refine LLM prompts, pipelines, and workflows that surface insights and perform tasks.

• Collaborate closely with engineers to take validated concepts into production.

• Monitor AI skill quality signals across clients and channels; tune prompts, adjust data

• contexts, and validate improvements using structured evaluation approaches.

Delivery, Communication & Feedback

• Help produce documentation, release notes, and demos that explain what was built and why.

• Support internal teams (product, engineering, client success) in understanding and deploying new features.

• Occasionally engage directly with clients or end users to understand real-world usage and pain points.

Your scope will expand as you demonstrate judgment, execution quality, and reliability.

You Have:

• Early-career engineer or technical product builder (internships, projects, or 1–3 years
experience).

• Hands-on exposure to LLMs, generative AI, prompt engineering, agent development

• Curiosity about product delivery, not just model behavior.

• Ability to explain technical and product concepts clearly to different audiences.

• Technical fundamentals (i.e. Python, Go, SQL).

• Interest in private markets, fintech, or complex B2B workflows (experience is a plus, not
a requirement).

Tech Stack & Tools (nice to haves)

• Languages / Tools: Python, Go, SQL, Pandas, Git, shell

• Platforms: Investorflow Proprietary AI Platform + Snowflake, Salesforce, LLM API (Anthropic, OpenAI, and others), MCP-compatible integrations

• Infrastructure: Kubernetes (basic familiarity), data pipelines, ETL

• Product: Github, Jira, Productboard

InvestorFlow is an investor and deal engagement platform that prioritizes intelligent digital experiences, productivity, and engagement. Our cloud-native platform integrates deal flow management, fundraising, reporting, and investor services. We are proud to serve over 175 clients, including 25 of the top 50 alternative asset managers, managing more than $6 trillion in assets, 750 funds, and 90,000 LPs. Headquartered in San Francisco, California, we are committed to driving innovation and inclusivity in the financial industry. To learn more about our company, please visit www.investorflow.com.