Opto Talent
AI Solutions Consultant (Financial Services)

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AI Solutions Consultant (Financial Services)
Key Points
AI Solutions Consultant (Financial Services)
- High-Growth, Venture-Backed AI Company
- Salary - £80K - £130K + Significant Equity Package
- Rapidly Scaling – Working with Leading Private Equity, Private Credit & Banking Institutions
- Building the UK / EMEA Customer-Facing Deployment Team
About The Company
- Venture-backed AI company operating at the intersection of AI and financial services
- Working with leading private equity firms, private credit funds, and investment banks
- Building AI solutions that transform underwriting, diligence, investment analysis, and credit decision-making workflows
- Strong product-market fit with rapidly accelerating adoption across institutional finance
- Highly technical, product-led organisation with close collaboration between Product, Engineering, and Customer teams
- Early-stage but scaling quickly following significant recent funding and strong commercial traction
- Hybrid working with a London base and strong exposure to global leadership
Reasons to use Rodeo
I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?
Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.
Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.
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Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.
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Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Why you're a good match
You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.
Experience fit
Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
About the Role
- Founding / early UK hire in the Customer-Facing Deployment Team
- Act as a strategic partner to financial institutions implementing AI into core investment workflows
- Own end-to-end deployment, adoption, and long-term value creation for enterprise clients
- Work directly with senior stakeholders including: Investment professionals, Credit / underwriting teams, Portfolio management teams etc
- Translate complex financial workflows into scalable AI-enabled solutions
- Partner closely with Product and Engineering to shape implementation and roadmap feedback
- Help build and refine the deployment playbook for future hires as the team scales
About the Candidate
- 3–5 years experience in Investment Banking, Private Credit, Private Equity, or Corporate Banking
- Background at a leading institution (e.g. Goldman Sachs, JPMorgan, Morgan Stanley, Barclays, etc.)
- Experience in one or more of the following: M&A, Leveraged Finance, Financial Sponsors, or Credit Investment analysis, underwriting, or due diligence workflows
- Strong analytical mindset with high attention to detail
- Demonstrated interest in AI, automation, or data-driven tools (Python, SQL, ChatGPT, etc. a plus but not required)
- Comfortable engaging with senior stakeholders in high-pressure, high-credibility environments
- Entrepreneurial mindset and desire to move from traditional finance into a high-growth AI environment


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Package and Benefits
- Base salary - £80K - £130K + Significant uncapped equity upside
- Hybrid working model (London-based)
- Opportunity to join a founding UK deployment team
- Direct exposure to senior leadership and early-stage decision-making
- Fast progression as the company scales internationally
- High-impact role at the forefront of AI adoption in financial services
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
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