Technology & AI Operations Lead

Patient Capital Management is a high-integrity investment firm focused on disciplined, long-term decision making. We are seeking a technically strong, detail-oriented operator to improve how we use data, systems, and AI across the firm.

This is an execution-focused role. You will connect data sources, implement tools, build reports, and improve workflows so the team can operate more efficiently and make better-informed decisions. You will be trusted with critical systems and sensitive data and expected to move quickly without sacrificing accuracy.

Core Responsibilities:

1. Lead Our AI Transformation

• Integrate AI tools into investment research and operational workflows

• Identify opportunities to automate and accelerate analysis without sacrificing rigor

• Ensure AI tools are used effectively and responsibly across the firm

2. Connect and Operationalize Data

• Integrate core financial data sources (Bloomberg, ICE, internal systems) into usable workflows

• Build pipelines and tools that turn raw data into actionable insights

• Develop custom reporting solutions within systems like APX

3. Upgrade Our Commercial Engine

• Enhance and optimize Salesforce to improve speed and effectiveness of the sales process

• Build tools and automations that reduce friction and increase conversion

4. Own Core Technology Infrastructure

• Oversee desktops, systems, and vendors to ensure reliability and security

• Maintain high-integrity access to sensitive financial data

• Troubleshoot issues quickly and thoroughly 

5. Be a Force Multiplier

• Train team members on new tools and workflows

• Continuously look for ways to improve efficiency and output

• Operate with urgency while maintaining precision

Who You Are:

• Extremely high integrity—you can be trusted with sensitive data and critical systems

• Fast and detail-oriented—you move quickly but get things right

• A self-starter who thrives in a high-expectation environment

• Comfortable learning new systems independently (APX, Salesforce, AI tools, etc.)

• Technically capable across data, systems, and automation

Basic Qualifications:

• Bachelor’s degree in Computer Science, Information Systems, Data Science, or related field

• Familiarity with enterprise systems and IT infrastructure

• Proficiency in Python and SQL for data integration, automation and reporting

• Ability to work with APIs and integrate external data sources into AI and automation workflows

• Strong problem-solving ability and comfort working across both modern and legacy systems

Preferred Qualifications:

• Experience working with financial data or investment systems

• Exposure to AI tools, automation, or data pipelines

• Experience with Salesforce or similar CRM systems

• Experience with portfolio/accounting systems (e.g., APX)

• Experience building or modifying reports using SQL-based or proprietary reporting tools

• Ability to quickly learn and work within legacy systems and reporting languages

What We Offer:

• Meaningful responsibility from day one

• Direct impact on the future of the firm

• Exposure to both investment and operational leadership

• Competitive compensation including long-term alignment

Additional Information:

• This role requires on-site work or support

Requirements:

• If interested in the opportunity, please email a resume and cover letter to careers@patientcm.com

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