Investment Solutions Specialist

About Us

Private markets move trillions of dollars, yet investors still rely on fragmented data, manual processes, and gut instinct. The best investment decisions should be powered by the best intelligence.

Our mission is to transform private market investing. Benchmark is the AI-powered investment analysis platform that makes every investor smarter, faster, and more confident. When private market investors work more efficiently, capital flows to the right opportunities, innovation accelerates, and the entire ecosystem thrives. Benchmark is trusted by investment firms with over $2T of AUM and we’re scaling rapidly.

What we are looking for

• 2+ years of hands-on experience in investment banking, private equity or other investing experience
• Strong relationship-building skills with the ability to earn trust quickly with investment professionals and become a trusted advisor, not just a vendor
• Excellent communication skills - you can explain complex concepts clearly, lead productive workshops, and present confidently to senior stakeholders
• Genuine curiosity about how AI can transform private market investing, with a willingness to learn the technology deeply
• A bias toward action and problem-solving: you see a gap between where a customer is and where they want to be, and you figure out how to close it
• Comfort with both strategic thinking (understanding business outcomes) and tactical execution (training users, reviewing data, configuring workflows)
• Excited to work in-person in our NYC office 4+ days/week

Responsibilities

Benchmark's Investment Solutions Specialists are the bridge between our customers' ambitions and our platform's capabilities. You'll be embedded with the world's top private market investors - ensuring they extract maximum value from Benchmark. You'll diagnose workflow challenges, implement tailored solutions, and when our platform doesn't yet solve a problem, you'll work directly with our product and engineering teams to build what's needed.

• Build relationships with investors at new and existing customer accounts to understand the full scope of their workflow challenges and desired business outcomes - not just surface-level pain points.
• Implement solutions by configuring Benchmark to address specific needs, whether that's streamlining deal sourcing, accelerating diligence, or improving portfolio monitoring.
• Run product demonstrations tailored to each firm's investment strategy, asking probing questions to uncover where Benchmark can create value and showcasing features that matter most to their specific use cases.
• Engage with customer success from day one: design and execute onboarding programs, conduct hands-on training sessions, and ensure customers are set up to win with Benchmark from the start.
• Partner with Product & Engineering to translate customer feedback into product improvements, advocate for new features that address unmet needs, and help shape our product roadmap through a private markets lens.
• Get your hands dirty with the operational work that makes great products hum: review customer data configurations, QA workflow outputs, and provide human-in-the-loop feedback that makes our AI smarter. This is startup building—you'll do what's needed to ensure customer success.

Why Us

• Real traction: We're working with some of the largest private market investors in the world and scaling rapidly.
• Exceptional team: We take talent density seriously. You'll work in person alongside incredibly smart, driven people who care deeply about what we're building.
• Velocity: We move fast, which means you will learn constantly and take on more responsibility quickly.
• Frontier technology: We're pushing the boundaries of applied AI in finance and constantly considering what’s possible.