Job Title: AI Workflows & Efficiency Boosting Expert (AI Workflow & Productivity Specialist)
Working location: Hong Kong
Employment form: Full-time
Report to: Company management / Investment Director
Industry type: Asset Management (covering public and private business)
Job Description
We are an asset management company focused on public and private business, and we are looking for a true expert who can implement AI into business operations, improve team efficiency and collaboration quality.
This is not a "write PPT" or "run model" position, but an opportunity for you to delve into business scenarios and use AI to solve practical problems.
You will become the "AI empowerment engine" within the company, using intelligent tools and automated workflows to optimize investment research, report writing, compliance checks, customer communication, meeting minutes, etc. daily processes, and drive the entire team's digital transformation.
️ Core responsibilities
AI tool application and landing
Proficient in using ChatGPT, Claude, Notion AI, Zapier, Make.com, Prompt Engineering, etc. AI tools;
Design and implement an AI workflow within the company to achieve content generation, data processing, and task automation;
Optimize team internal knowledge base, file management, meeting minutes, customer email automation, etc. processes.
Business process optimization
Design standardized templates, prompt systems, and automated scripts;
Use AI to connect internal and external systems (CRM, email, Excel, Notion, Slack, etc.).
Team training and empowerment
Regularly conduct AI tool training for company members;
Push AI culture to the ground, establish department-level AI usage standards;
As "internal AI consultant", assist different teams to use AI to solve daily pain points.
Candidate profile
You may have the following characteristics:
ChatGPT, Claude, Notion AI, Zapier, Make.com, etc. AI tools are heavy users;
Have a certain understanding of financial business, investment research, or back-end processes;
Have product or operational thinking, like solving problems in a systematic and structural way;
English and Chinese work smoothly, and I can quickly learn new tools.
Job Requirements
Applicants with asset management, consulting, technology company or innovation team background are preferred;
Have Notion, Zapier, Make, Airtable, Google Workspace Automation or similar experience;
We can provide
Flat and open working environment: your AI solution will directly impact the entire team;
High freedom and trial space: support rapid validation and internal experiments;
Collaborate with multiple teams such as investment, research, compliance, etc., and gain a real understanding of the financial front line;
Competitive salary and long-term growth potential.
One sentence summary
Use AI to reshape the way asset management companies work, and become a true efficiency revolutionary who brings AI to the forefront of finance.