PrePublic Equity Partners, LLC (www.pep.fund) Applied AI Associate (Finance) Manchester, NH · Remote · Full time

Apply for Applied AI Associate (Finance)

PrePublic Equity Partners invests in the private secondary market, buying shares in late-stage, pre-IPO venture-backed companies. We are a small, high performing team that efficiently and diligently runs an entire deal process, including sourcing across a broad network, underwriting companies on limited information, pricing transactions, and reporting to our LPs and board with institutional rigor. We are deliberately a small team, which is where our leverage comes from. As a start-up investing firm with the backing of an established institution, we have had a blank slate for the past year, and we used it to build our operating stack around AI. Workflows across most of our operations are already heavily automated. We are hiring someone to make that better and to extend it into the rest of the firm.

About the Role

This is a builder's role. You are not on the deal team and you will not be underwriting investments. Your job is to build the tools that let everyone else do their jobs faster and better: automating what is manual, compressing what is slow, and making the firm's collective knowledge available at the moment someone needs it. This position is aimed at early-career applicants with 1-3 years of experience.

The work spans the whole firm rather than one function. In a given month you might build a research workflow that pulls a company's full history into a briefing before a call, wire up pipeline data so board metrics compute themselves, stand up an internal tool for investor relations, automate a recurring reporting process that currently eats an hour a week, or ship something external-facing for marketing and client communication. Some projects are internal plumbing nobody outside the firm will ever see; others are the polished end-product that a prospective investor interacts with.

You will report primarily to our Head of Investment Research and contribute across marketing, investor relations, pipeline and deal flow operations, research, and external communication. Because the team is small, you will work directly with the people whose problems you are solving, which means short feedback loops, no committees, and work that ships.

The measure of success is straightforward: does the firm run better because of what you built? Faster execution, better-informed investment decisions, better service to our clients, less money and time lost to administration.

Applicants must be authorized to work in the United States without current or future employer-sponsored visa sponsorship.

What You'll Do

Build internal tools and workflows. Identify where people are doing repetitive, manual, or slow work, and replace it with something automated and reliable. This is the core of the job and the source of most of its value.

Wire our systems together. Our work runs across pipeline tracking, email, calendar, document storage, meeting notes, spreadsheets, and third-party market data. Getting context to flow between these automatically is a permanent source of leverage.

Extend the research and document pipeline. Drafts of our memos, pricing reports, investment committee materials, and board updates are produced through structured AI workflows. You will improve these automated steps, add new ones, and build the validation checks that keep the output investor-grade. You will work with the deal team members to add new tools and integrations to bring in new signals and richer data points into the broader research workflow.

Ship external-facing projects. Marketing sites, investor-facing tools and materials, client communication workflows. Work that carries the firm's name needs to look and read like it.

Bring back what's new. The tooling in this space changes month to month. Part of the job is evaluating what's worth adopting, prototyping quickly, and being honest about what doesn't work. 

Scope your own work. Nobody here has time to hand you a fully specified task. You should be able to take a rough objective, ask the right questions, figure out the approach, and come back with something finished.

Listen, learn and teach. As an early-career position, learning from experience and mentorship will be a key component of this role. On the flip side, bringing new ideas and concepts to the table will help the whole team step up.

Who You Are

• Comfortable programming and engineering, and well-versed in the modern development stack — Claude Code, Codex, Cursor, Replit, Vercel, Supabase, Reach/Next.js and the broader ecosystem around them. Experience testing and validating AI systems, performing important evaluation and QC work. Enough design sense to be able to ship something that looks finished. You can go from idea to deployed working thing without waiting on anyone, while recognizing the key points to gather feedback and ensure you’re building the best tool for the job, not the one that sends you down a rabbit hole.
• Real fluency with frontier AI tools and the agentic and automation layers around them. Fluency means you have pushed them well past the chat box: built workflows, wired up integrations, hit their limits, and worked around them. There should also be an eagerness to test new tools and approaches instead of just relying on what has worked in the past.
• Experience with MCP servers or workflow automation platforms. Comfort integrating business SaaS APIs and handling OAuth, service accounts, and permissions.
• Comfortable working independently and in small-group settings. Much of your time will be heads-down building; the rest is sitting with a colleague understanding a problem well enough to solve it properly.
• An interest in finance and investing is a strong positive. You will build better tools for this firm if you care about what the firm does.
• Exceptional written English. You will be writing prose that senior investors, board members, and clients read. Clear, precise, unadorned writing is a hard requirement.
• Meticulous with detail. A wrong number in an automated report is worse than no report, because people trust it.
• Discreet. You will handle confidential company information, LP data, and deal terms daily.
• Able to add value quickly. We are small enough that a long ramp is expensive.