Institutional Knowledge Capture & Documentation

• Aid in capturing, documenting, and structuring institutional knowledge from subject matter experts across the Firm, including investment, asset management, portfolio management, and Impact teams
• Ensure consistency, clarity, and accuracy in all documented materials
• Help build and maintain a living knowledge architecture that serves as the foundation for the Firm's AI models

Meeting Transcription & Synthesis

• Transcribe and summarize notes from key management, investment, and strategy meetings
• Work with the Chief Innovation Officer to identify recurring themes, insights, and decision logic across discussions and initiatives
• Organize and maintain a searchable, well-structured knowledge base that preserves the Firm's collective institutional judgment

AI Model Collaboration

• Work closely with engineering and data teams as AI models are trained, tested, and refined
• Assist in updating and curating content as models evolve and new insights are generated
• Serve as a quality bridge between human expertise and machine interpretation, ensuring fidelity between what professionals know and what models learn

Thought Leadership & Communication Support

• Assist the Chief Innovation Officer in developing marketing and communications materials related to the Firm's AI strategy and applications
• Draft case studies, internal briefings, and stakeholder-facing narratives demonstrating the practical use of AI tools and techniques
• Support broader firm-wide storytelling around innovation and institutional knowledge, helping articulate the Firm's differentiated approach to AI in investment management

• Bachelor's degree in Communications, Marketing, Journalism, English, or a related field
• 1–3 years of experience in writing, content development, research, marketing, or communications
• Exceptional writing, editing, and synthesis skills, with the ability to translate complex ideas into clear, structured content
• Strong organizational skills and attention to detail
• Interest in AI, knowledge management, and emerging technologies (direct technical experience not required)

Preferred

• Prior experience in financial services, investment management, or real estate
• Familiarity with AI/ML concepts, large language models, or knowledge management systems
• Experience with transcription, interview-based research, or qualitative data synthesis

Competencies

• Synthesis & Translation - Ability to distill complex investment and technical concepts into clear, accessible, and actionable content
• Intellectual Curiosity - Genuine interest in learning how AI systems work and how institutional knowledge can be encoded into intelligent models
• Precision & Fidelity - Meticulous attention to detail; commitment to ensuring documented content accurately reflects expert judgment
• Storytelling - Strong narrative instincts with the ability to craft compelling content for both internal and external audiences