Investment Advisor

Employment Type: Full Time

Location: Remote

Experience: Investment Advisory, Financial Analysis, Asset Management, or Wealth Management Roles

Company Description

Scry AI is a research-led enterprise AI company that builds intelligent platforms for BFSI, insurance, logistics, and industrial enterprises to drive efficiency, insight, and compliance. Our product suite includes Auriga for conversational AI, Collatio for document intelligence, and Concentio for cognitive IoT and operational intelligence. These platforms help clients convert complex, fragmented data into actionable enterprise intelligence.

We are looking for an Investment Advisor (SME) to bring deep financial expertise, support investment analysis, and guide solution alignment across Scry AI's finance and investment-focused offerings. This role is critical in combining domain knowledge with AI-driven insights to enable smarter investment decisions and portfolio strategies.

Role Overview

As an Investment Advisor (SME) at Scry AI, you will leverage strong expertise in investment analysis, portfolio management, and financial markets to support product, sales, and client engagements. You will be responsible for evaluating financial data, identifying investment opportunities, and providing insights that align with real-world investment decision-making processes.

This role is ideal for someone with deep experience in investment advisory who can translate financial knowledge into structured, technology-driven insights in a fast-paced environment.

Key Responsibilities

Investment Analysis & Advisory

• Analyze financial statements, market trends, and investment opportunities
• Provide insights on portfolio performance, risk, and return optimization
• Support investment decision-making with data-driven recommendations

Domain Expertise & Solution Alignment

• Act as a domain expert for investment workflows and financial analysis processes
• Collaborate with product and engineering teams to align solutions with investment use cases
• Provide inputs for financial data models, analytics, and automation workflows

Client Engagement & Strategic Support

• Engage with clients to understand investment strategies and advisory needs
• Provide expert guidance on financial analysis, portfolio management, and risk assessment
• Support pre-sales discussions by articulating domain-led value propositions

Risk Assessment & Compliance Awareness

• Evaluate financial risks, market exposure, and portfolio diversification strategies
• Ensure alignment with regulatory frameworks and investment compliance standards
• Identify gaps and recommend controls for improved financial governance

Collaboration & Knowledge Sharing

• Work closely with cross-functional teams including sales, product, and strategy
• Develop documentation, frameworks, and best practices for investment analysis
• Support internal enablement by sharing domain knowledge and insights

Required Qualifications and Skills

• Strong experience in investment advisory, asset management, or financial analysis
• Deep understanding of financial markets, instruments, and portfolio strategies
• Ability to interpret complex financial data and provide actionable insights
• Strong communication and stakeholder management skills
• Familiarity with financial modeling, valuation techniques, and analytics tools
• Analytical mindset with a focus on accuracy, risk, and performance

Our Ideal Candidate

• Has deep expertise in investment advisory and financial markets
• Can translate financial insights into structured, technology-aligned solutions
• Is proactive in identifying opportunities and managing investment risks
• Is confident in client-facing discussions and strategic advisory roles
• Thrives in a fast-paced, insight-driven environment
• Is interested in AI, financial technology, and data-driven investment strategies

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