New York, New York, United States · On-site
$190k–$200k/yr
The Organization At TWG Group Holdings, LLC (“TWG Global”), we drive innovation and business transformation across a diverse portfolio—including investments, finance, insurance, and media—by leveraging data and AI as cor…
Skills: AI Product Management, Investment Banking, Financial Modeling, M&A Advisory, DCF
New York, New York, United States • On-site
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Lead the product vision and roadmap for AI solutions tailored for investment banks, private equity firms, and hedge funds. Translate complex financial workflows into scalable AI-powered products while collaborating with data scientists and engineers.
Requires a bachelor's degree or MBA with significant investment banking experience and strong financial modeling skills. Must possess a deep understanding of M&A transactions and a strong aptitude for applying AI to capital markets.
The Organization
At TWG Group Holdings, LLC (“TWG Global”), we drive innovation and business transformation across a diverse portfolio—including investments, finance, insurance, and media—by leveraging data and AI as core assets. Our AI-first, cloud-native approach delivers real-time intelligence and interactive business applications, empowering informed decision-making for both customers and employees.
We prioritize responsible data and AI practices, ensuring ethical standards and regulatory compliance. Our decentralized structure enables each business unit to operate autonomously, supported by the central AI Solutions Group, while strategic partnerships with leading data and AI vendors fuel transformative projects in marketing, operations, and product development.
You will collaborate with management to advance our data and analytics transformation, enhance productivity, and enable agile, data-driven decisions. By leveraging relationships with top tech startups and universities, you will help create competitive advantages and drive industry innovation.
At TWG Global, your contributions will support our goal of sustained growth and superior returns, as we deliver significant value and impact across our businesses.
The Role
As an AI Product Manager on the AI Solutions Development and Product Team, you’ll sit at the intersection of capital markets and AI, partnering with investment banks, private equity firms, and hedge funds to identify high-impact opportunities where AI can accelerate deal execution, sharpen valuation and diligence, strengthen portfolio and risk decisions, and unlock new sources of alpha and revenue — from the deal team and the trading desk to the investment committee and the back office, and across M&A advisory, capital raising, research, and fund operations.
You’ll work across a unique landscape: TWG Global’s own financial services businesses, spanning investment management, securities, and corporate lending, serve as both partners and proving grounds for AI innovation, while our solutions extend well beyond our owned portfolio to serve bulge-bracket and boutique banks, sponsors, and institutional investors. This gives you a rare combination of direct access to regulated, high-stakes deal environments and the opportunity to scale what works across the broader capital markets ecosystem.
Your primary responsibility will be translating the real-world needs of investment bankers, deal teams, research analysts, portfolio managers, and the operational functions that support them including diligence, compliance, and fund administration, into AI-powered products that actually get used. You’ll own the product lifecycle from discovery through delivery, applying a product operating model that prioritizes user adoption, measurable outcomes, and design excellence.
This role goes well beyond roadmap management. You’ll need to understand both the analytical core of the work discounted cash flow, LBO and merger modeling, comparable companies and precedent transactions analysis, pro forma and accretion/dilution, and the diligence and execution process — and the commercial context in which it happens, from origination and pitch development to live deal execution and capital formation. You’ll work shoulder-to-shoulder with data scientists and engineers to turn those inputs into scalable, production-grade AI solutions, and drive integration of advanced AI capabilities such as document and filing intelligence (NLP over filings, contracts, and CIMs), financial model automation, time series forecasting, anomaly detection, and generative document generation into our capital markets product suite.
You’ll be the connective tissue between our technical teams and our investment banking, private equity, and hedge fund partners — internal and external — ensuring that what we build is grounded in how these organizations actually originate, evaluate, execute, and manage transactions. This is an onsite position based in our New York City office.
Key Responsibilities:
Qualifications:
Position Location:
This position will work out of the TWG AI offices in New York, NY. Relocation support may be provided for the right candidate.
TWG is an equal opportunity employer. All applicants will be considered for employment without attention to age, race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Compensation:
The expected annual salary range for this role is $190,000-290,000. A discretionary bonus may be provided as part of the compensation package.
TWG is an equal opportunity employer. All applicants will be considered for employment without attention to age, race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
A Unique Holding Company
TWG Global is a unique holding company, strategically investing in and operating businesses across Investment Management, Securities, AI & Technology, Finance & Corporate Lending, Merchant Banking & Private Investments, and Sports, Media & Entertainment. With a diversified portfolio and a proven track record of success, we deliver transformative value through innovation, operational excellence, and disruptive thinking. We empower our portfolio companies to achieve exceptional growth and redefine their industries.
A Unique Holding Company
TWG Global is a unique holding company, strategically investing in and operating businesses across Investment Management, Securities, AI & Technology, Finance & Corporate Lending, Merchant Banking & Private Investments, and Sports, Media & Entertainment. With a diversified portfolio and a proven track record of success, we deliver transformative value through innovation, operational excellence, and disruptive thinking. We empower our portfolio companies to achieve exceptional growth and redefine their industries.
