Outcome Engineer at AuquanAuquan develops autonomous AI agents that eliminate the repetitive, manual work slowing down financial institutions. Our technology supports credit, investment, ESG, and compliance workflows for leading firms including Goldman Sachs, UBS, CVC, and MetLife. Today, 40% of the world\âs top 50 financial institutions use Auquan to remove manual processes, speed up decision-making, and achieve greater strategic impact.
About the RoleWhat You\âll Do
Own a portfolio of financial clients and become their goâto technical partner.
Work closely with Credit, Investment, Research, and Portfolio Monitoring teams to:
Understand and map financial workflows endâtoâend. Some examples are:
\âAutomate quarterly credit reviews using borrower KPIs + news + filings\â
\âBuild investment screens that collapse hours of research into minutes\â
\âAutomate portfolio monitoring reports used by ICs\â
Sit deeply inside customer workflows, join working sessions, shadow analysts, and understand decisionâmaking so you can define KPIs, and ROI for workflow automation.
Translate ambiguous analyst processes into clear, structured, multiâstep agent workflows. You build the functioning prototypes for Product Engineers to scale.
Own the correctness of the workflow: design evaluation criteria, edgeâcase handling, error paths, and audit logic that engineers implement at scale.
Plan and manage multiâthreaded client projects endâtoâend across Business, Security, and Procurement with clear ownership of timelines, risks, and stakeholder communication.
Own the success of pilots through to production and expansion, work with sales to turn value delivered into renewed contracts and upsells.
Proactively surface and shape new use cases, teams, and regions where the agents can be deployed, and help build the commercial case for expansion.
Build adoption: create superâuser networks, internal champions, and usage cadences so workflows become part of daily decisionâmaking.
Partner with Product Engineers to convert every deployed workflow into reusable templates, patterns, and components.
Spot crossâclient patterns and feed them into our product roadmap.
Shape our financial workflows product strategy â identify which use cases matter most, which markets have the highest pull, and what features unlock scale.
Represent Auquan as a subjectâmatter expert with clients, analysts, and industry teams.
Provide feedback to engineering on primitives, orchestration, evals, model behavior, and platform improvements.
Help build case studies, playbooks, and proof points that consistently win deals.
Mentor junior team members, and over time help build and lead a highâperformance Financial Workflows OE pod.
LongâTerm OwnershipOver time, grow into an owner of a functional vertical (Credit, Monitoring, Investment Research, etc.), with input into revenue targets, pricing, customer segments, roadmap, and commercial priorities.
What We\âre Looking ForMust Haves
4â7+ years experience in financial analysis, investment research, credit underwriting, portfolio monitoring, or equivalent analytical roles.
Working understanding of typical workflows such as credit memos & annual reviews, investment screens & IC memos, financial modeling logic, portfolio monitoring and KPI tracking, market/industry analysis, compliance/ops workflows (nonâESGâspecific).
Ability to reverseâengineer financial workflows, e.g., convert a messy 80âpage credit memo or IC deck into logic steps, decisions, and data needs.
Technical literacy: Python/SQL proficiency or advanced experience with lowâcode automation tools. Must be able to write code demos to unblock yourself.
Have built or designed a multiâstep LLM workflow before.
Ship V1s in days, not weeks, and iterate directly with clients.
Strong workflowâdesign and promptâengineering intuition and experience designing structured, multiâstep AI workflows.
Experience working directly with institutional clients (PE/credit/IB, consulting, data vendors).
Ability to run discovery, define scope, manage stakeholders, and present outputs clearly.
Track record of delivering complex, multiâstakeholder projects with speed and autonomy.
Evidence of commercial impact: renewals, upsells, new use cases, or adoption wins.
Nice to Haves
Background in IB, private credit, PE, asset management, or consulting.
Experience with OpenAI/Claude, LangChain, workflow automation tools, or custom LLM systems.
Familiarity with deal structures, capital stacks, covenants, risk frameworks, or sector dynamics.
Experience influencing or owning a product line or book of business.
Understanding of financial data providers / ecosystem (Bloomberg, FactSet, PitchBook, Preqin, Refinitiv).
Understanding of enterprise data/security environments.
Soft Skills We Value
Customer empathy: You think like an analyst, what inputs they trust, how they validate, how they make decisions.
Structured translator: You turn unstructured analyst thought processes into clear steps, logic and evaluation criteria for engineers to implement.
Comfortable in ambiguity: You can make progress with imperfect information, navigate complex organisations, and bring structure where there isn\ât any.
Proactive problemâsolver: You anticipate issues before the client does.
Hustle & ownership: You take responsibility endâtoâend and care deeply about outcomes.
Curious & fast learner: You quickly understand new workflows, industries, and agent capabilities. You can quickly test, evaluate, and integrate new AI capabilities into client workflows.
Executive presence: You can credibly advise senior stakeholders and guide decisions. You can talk to customers in business language and translate into structured technical requirements.
Commercial instinct: You naturally see where a workflow can extend to new teams or processes and can help shape that into a concrete opportunity.
Why Auquan
Work at the frontier of AI on some of the hardest and most meaningful problems in financial services.
Get exposure to senior stakeholders and Own missionâcritical workflows for topâtier investment firms.
Be surrounded by elite engineers, domain experts, and operators.
Move fast, ship constantly, and see your work used every day.
Competitive compensation, equity, and direct access to leadership.
Be one of the first 2â4 OEs shaping a categoryâdefining company in its breakout stage.
Seniority level
Not Applicable
Employment type
Fullâtime
Job function
Engineering and Information Technology
Software Development
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Contact Detail:
Auquan Recruiting Team