Job Description

Senior PE & Credit SME: IC Memos (AI-Enabled Workflow)

New York, NY

Overview

We are seeking a senior Private Equity & Credit SME to embed onsite with a leading private markets client in New York and lead the domain side of a flagship AI initiative: the automated generation of Investment Committee (IC) memos using an enterprise AI solution. Acting as the "human-in-the-loop" domain expert, the SME will teach the AI what a strong IC memo looks like, curate the training corpus, validate outputs against IC-grade quality standards, and serve as the bridge between the client's investment teams and Acuity's offshore AI/delivery team. The role spans both private equity and private credit; as credit write-ups and committee materials are structurally different from PE memos, experience across both deal types is important.

Key Responsibilities

• Anchor the IC memo AI workstream onsite.
• Curate and govern the training corpus.
• Design memo frameworks and prompt architecture.
• Own the full IC memo section architecture.
• Build the private credit memo architecture.
• Support ongoing credit monitoring use cases.
• Quality-assure AI outputs.
• Partner with stakeholders and lead knowledge transfer.

Key Competencies

• 8 12+ years of direct private markets investment experience across private equity and/or private credit (a senior professional at a mid-/upper-mid-market PE or credit fund, or a senior deal-execution role at a leading investment bank or advisory firm).
• Proven track record of authoring and presenting IC memos and/or credit write-ups across multiple closed transactions.
• Deep fluency across the full PE deal lifecycle (sourcing diligence IC approval portfolio value creation exit), and a working understanding of the private credit lifecycle (underwriting credit approval ongoing portfolio and covenant monitoring).
• Valid US work authorisation (visa) and ability to work onsite in New York for the full engagement.
• Demonstrated comfort with enterprise LLMs (Claude, GPT-class or similar) and structured prompting techniques.
• Exceptional written communication and the gravitas to engage senior AI, PE, and Credit leadership directly.
• Strongly preferred:
  • Hands-on experience across both private equity and private credit (e.g. direct lending, CLOs, or leveraged credit).
  • Exposure to agentic / RAG-based AI architectures.
  • Familiarity with enterprise content platforms (e.g. Egnyte or similar).
  • Sector depth in one or more core verticals (Healthcare, Software, Business Services, Financial Services, Industrials).
  • Prior consulting / KPO / managed-services delivery experience.
• An MBA and/or CFA, and exposure to similar AI-for-IC projects, would be an advantage.

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