About this role
Owns the Investment Strategy Group's agentic AI platform end-to-end, leading vendor selection, the build-vs-buy roadmap, and the orchestration layer that ties Choreo's investment agents together. Responsible for developing and governing agentic workflows (research summarization, meeting documentation, due diligence, advisor content drafting, portfolio monitoring), partnering with Technology and Compliance, and tracking agent performance and risks.
Skills for this role
Agentic AIAI agentsLLM-based toolsAgent orchestration frameworksClaude Agent SDKMCP-based tool integrationRetrieval/knowledge-based architectureShared research knowledge baseBuild-vs-buy roadmapVendor selectionVendor managementData pipelinesInfrastructureSecurity reviewComplianceHuman-review guardrailsModel risk managementData privacyInvestment operationsWealth managementDue diligencePortfolio monitoringResearch summarizationAdvisor communicationsCross-functional coordinationCFAMBAAudit trailsPerformance tracking