Role Description
We are seeking a Capital Allocation AI Expert to drive data-informed investment decisions across the organization. This role sits at the intersection of finance, strategy, and advanced analytics, focusing on optimizing how capital is deployed to maximize long-term value. You will evaluate investment opportunities, guide build vs. buy decisions, and prioritize initiatives under resource constraints using AI-driven insights and rigorous financial frameworks.
Key Responsibilities
-
Evaluate Investment Opportunities & ROI:
-
Analyze a wide range of investment opportunities, including product development, technology adoption, acquisitions, and operational improvements.
-
Build and maintain financial models to assess ROI, IRR, NPV, and payback periods.
-
Leverage AI and predictive analytics to enhance forecasting accuracy and scenario planning.
-
Translate complex analyses into clear, actionable recommendations for stakeholders.
-
Build vs. Buy Decision Frameworks:
-
Develop structured frameworks to assess whether capabilities should be built internally or acquired externally.
-
Incorporate cost, time-to-market, scalability, strategic control, and risk factors into decision-making models.
-
Use data-driven insights to quantify trade-offs and support leadership in making informed choices aligned with long-term business goals.
-
Prioritize Initiatives Under Constraints:
-
Design prioritization models that balance strategic impact, financial return, and resource availability.
-
Apply optimization techniques and AI tools to rank initiatives across competing demands.
-
Work closely with cross-functional teams to ensure alignment between strategic priorities and execution capacity.
-
AI-Driven Decision Support:
-
Implement and utilize machine learning models and decision-support systems to enhance capital allocation processes.
-
Continuously improve data pipelines, model accuracy, and reporting capabilities.
-
Identify opportunities to automate repetitive analysis and improve decision speed without compromising quality.
-
Stakeholder Collaboration:
-
Partner with finance, product, engineering, and leadership teams to gather inputs, validate assumptions, and align on priorities.
-
Communicate insights effectively to both technical and non-technical audiences, ensuring transparency in decision-making.
-
Performance Monitoring & Optimization:
-
Track the performance of funded initiatives against projected outcomes.
-
Conduct post-investment reviews to refine models and improve future allocation decisions.
-
Establish feedback loops to ensure continuous improvement.
Qualifications
-
Bachelorβs or Masterβs degree in Finance, Economics, Engineering, Data Science, or a related field.
-
2β8 years of experience in capital allocation, investment analysis, strategy consulting, or a similar role.
-
Strong financial modeling skills with a deep understanding of ROI metrics (NPV, IRR, etc.).
-
Experience applying AI/ML techniques to business decision-making or forecasting.
-
Proven ability to structure and solve complex problems under uncertainty.
-
Familiarity with build vs. buy evaluation frameworks and strategic trade-off analysis.
-
Strong analytical tools proficiency (e.g., Python, SQL, Excel, or similar).
-
Excellent communication and stakeholder management skills.
Preferred Qualifications
-
Experience in high-growth or technology-driven environments.
-
Exposure to optimization algorithms or resource allocation models.
-
Background in corporate strategy, venture investing, or product prioritization.
Requirements
-
Compensation: $100-$120 per hour (20 hours per week commitment)
-
Job Type: Part-time / Contract
-
Location: US, UK, Canada, France, Portugal (remote)