Bridgepoint Investment Banking

Artificial Intelligence

• Own internal adoption of Claude Enterprise and every custom workflow our specialist partners ship. Train users across the firm, both the technically fluent and the technically reluctant, on what is available, how to use it well, and where AI fits in their day.
• Bridge technical and non-technical team members. Help senior team members who do not write code see how AI can change their workflows. Help technical team members get past the rough edges and into productive use.
• Operate the workflows in production: monitor usage, gather user feedback, triage bugs and feature requests, surface them to our specialist partners with the context they need, and close the loop with users when fixes ship.
• Light technical work: write small Python scripts and Excel automations where they bridge a gap or unblock a workflow. Debug AI skills when they misbehave. Maintain the shared workspace structures the AI tools depend on.
• Manage the Claude Enterprise account: seat management, settings, billing reconciliation, access controls, security policy compliance with our IT partners, and quarterly platform reviews with our specialist partners.
• Surface the next wave of opportunities by being embedded with the team long enough to see where time is being wasted. Propose ideas; help scope and prioritize them.
• Represent Bridgepoint in working sessions with our outside AI specialists: translate business needs into technical asks, and translate technical proposals back into business outcomes.
• (For the right candidate) coordinate with firm leadership and the AI specialists to help build and implement new workflows, not as the lead developer, but as the connective tissue between what the firm needs and what gets built.

AI Operations Manager

Financial Planning and Analysis

• Lead execution of M&A and corporate finance transactions across industries and deal structures
• Coordinate deal teams and serve as the central point of accountability throughout each transaction
• Develop strategies and timelines to keep processes moving forward seamlessly
• Drive due diligence and manage cross-functional internal and external teams
• Oversee models & materials including valuations, CIMs, pitchbooks, and management presentations
• Supervise and mentor associates and analysts, setting the tone for performance and growth
• Maintain client relationships through frequent interaction and trusted advisory support
• Support new business development through execution excellence and market insights

Vice President – Investment Banking

• Actively pursue business development opportunities, targeting $3M+ in fee generation by showcasing our full range of investment banking services
• Leverage your existing network, and keep expanding it, to drive new deal flow and start client engagements that align with our firm's strategy
• Lead transactions across various industries, from initial pitch to closing, demonstrating exceptional deal execution, negotiation, and closing skills
• Maintain and manage client relationships, staying involved and giving the right advice at key strategic points, while clearly communicating financial information to guide executives in corporate finance transactions
• Provide leadership and mentoring for junior staff, participate in industry events for firm exposure, and act as a strategic advisor to clients to help achieve their long-term goals
• Be a key voice and have real strategic input in building a special firm with your Bridgepoint family

AI Operations Manager

Vice President – Investment Banking

Managing Director – Investment Banking