AI Firm Deployed Engineer, Private Capital Markets
AI Firm Deployed Engineer, Private Capital Markets
This is a role for private capital professionals who want to shape how AI gets used in the industry — not observe it from the sideline. You've executed deals, managed portfolios, and navigated the full investment lifecycle — and you understand how firms in this space actually operate, from deal sourcing and underwriting through to LP reporting and portfolio oversight. At Intapp, you'll bring that experience to bear as a strategic advisor, helping private equity, venture capital, and private credit firms deploy AI in ways that reflect how their work actually gets done.
Day to day, you'll work directly with firm leadership and investment teams — identifying where AI creates the most value across the deal lifecycle, then deploying Intapp Celeste's AI agents, playbooks, and workflows to deliver it. You'll translate the unwritten methods of a firm — how they source, structure, diligence, and monitor — into AI-powered processes that run at scale. Fluency with AI tools and a practitioner's instinct for where risk lives in a transaction are what this role runs on.
What you will do:
As an AI Firm Deployed Engineer, Private Capital Markets, you can expect to:
- Advise firm stakeholders — from managing directors and investment committee members to heads of operations and portfolio management — on where AI creates strategic value across deal sourcing, execution, monitoring, and LP relations.
- Lead the deployment of Intapp Celeste's AI agents, coworkers, and playbooks, configuring them around the firm's investment methodology, data standards, and risk framework so agents reason the way the firm's own deal teams do.
- Translate deal workflows into AI-ready processes — mapping how transactions move from sourcing through close, identifying where automation can accelerate execution, and advising on where human judgment remains essential.
- Drive adoption across investment and operational teams by building credibility on practitioners' terms, running walkthroughs and hands-on training that meet each group where they are rather than asking them to adapt to the technology.
- Bring real deal experience back into Intapp's product strategy, working with Industry Architects and Product leaders to ensure Celeste continues to reflect the realities of private capital workflows.
What you will need:
Intapp is looking for intellectually curious, self-motivated professionals who like to get hands-on to contribute to the overall success of the business and their team. To apply for this AI Firm Deployed Engineer, Private Capital Markets role, you will ideally have:
- Substantive experience in private capital — private equity, venture capital, private credit, real assets, or investment banking — with hands-on exposure to deal execution, underwriting, portfolio management, or fund operations.
- A working understanding of how a firm runs as a business — how deals are sourced, structured, diligenced, and monitored, and how that work translates into LP reporting, fund performance, and business development.
- Hands-on experience applying AI to investment or commercial workflows — using LLMs for market analysis, deal screening, memo drafting, or process design — and a clear-eyed view of where they add value and where they introduce risk.
- Practical fluency in prompt engineering, AI workflow design, and agentic tooling — enough to configure and iterate on deployments without writing code, and enough to evaluate outputs with a deal professional's eye for accuracy and consequence.
- The credibility and communication skills to advise senior decision-makers, translate complex ideas clearly, and build trust with investment professionals who are skeptical of technology but open to the right conversation.
- The judgment to work in open-ended, client-facing situations and the drive to keep learning a product and a market that move quickly.
What you will gain at Intapp:
At Intapp, you'll get the opportunity to bring your talents and intellectual curiosity to create better outcomes for our people and our clients. You'll be part of a growing public company, with a modern work environment that's connected yet flexible and where your professional growth and well-being are top priorities. We'll collaborate and grow together, supporting each other in a positive, open atmosphere that fosters creativity, innovation, and teamwork.
Here, you will have the opportunity to:
- Expand Your Skills: Unlock your potential with professional development opportunities supported by a community of experienced professionals. We offer reimbursement for training and continuing education to help you stay ahead in your career.
- Enjoy Where You Work: Thrive in our modern, open offices designed to inspire creativity and collaboration. Our complimentary lunches and fully stocked kitchens ensure you have everything you need to stay energized throughout the day.
- Support What Matters Most: Our comprehensive wellness and flexible time off programs and our benefits are designed to care for you and your family. Our family-formation benefits and support during your family-building journey ensure you have the resources you need when it matters most. We believe in giving back and supporting our communities with paid volunteer time off and a donation matching program for the causes you care about.
Join us and be a part of a collaborative and welcoming culture where your contributions are valued, and your professional growth is a priority. Together, we are building a company of long-term value that we can all be proud of.
Your actual base salary will be determined by factors such as relevant experience, geographic location, and internal equity. In addition to base salary, variable compensation and equity may also be included.
Intapp provides equal employment opportunities to all qualified applicants and will make hiring decisions without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristic protected by federal, state or local laws.
Please note: Intapp will not hire through text message, social media, or email alone. We will never extend a job offer unless you have been contacted directly by an Intapp recruiter and have participated in the interview process which will generally consist of 3 or more virtual or in person meetings. Please note that Intapp only uses company email addresses, which contain “@intapp.com” or “@dealcloud.com” to communicate with candidates via email. Intapp will never ask for financial information of any kind or for any payment during the job application process. We post all legitimate job openings on the Intapp Career Site at https://www.intapp.com/working-at-intapp/. If you believe you were a victim of such a scam, you may contact your local authorities. Intapp is not responsible for any claims, losses, damages, or expenses resulting from scammers.
About DealCloud
Deal management and business development software for principal investing and M&A advisory professionals.
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