Director AI & Process Automation

Director of AI & Process Automation Los Angeles / Beverly Hills Reports to: Principal / COO

Company

The company is a stable 25 person real estate investment firm operating across three integrated platforms:

• A private credit fund focused on structured real estate lending
• Syndicated real estate equity investments
• A family portfolio of operating and development assets

The company is disciplined with institutional standards and an entrepreneurial culture. As the company scales AUM and deal volume, we are intentionally using AI and automation to increase leverage, consistency, and speed—without sacrificing judgment or control.

Role Overview

The Director of AI & Process Automation is a senior operating role responsible for embedding AI into the firm’s core workflows. This is a business transformation role.

This person will redesign how work gets done across underwriting, diligence, asset management, investor reporting, and back office operations—using AI to eliminate friction, reduce cycle times, and improve quality.

This role blends process design, systems thinking, and applied AI. It is hands on, highly cross functional, and directly tied to business outcomes.

Key Responsibilities

1. Workflow Redesign & Automation (Primary)

• Map end to end workflows across:
• Credit underwriting and investment committee materials
• Due diligence (rent rolls, leases, borrower documents, legal)
• Asset management reporting and portfolio monitoring
• Investor reporting, fundraising, and communications
• AP, fund operations, and recurring compliance processes
• Identify where AI should:
• Assist humans
• Automate tasks
• Standardize outputs
• Design future workflows that scale without linear headcount growth

2. AI Tooling, Systems & Vendor Strategy

• Select, implement, and govern AI tools (LLMs, document intelligence, automation platforms)
• Build internal knowledge systems (deal history, terms, outcomes, precedents)
• Create secure prompt libraries, usage standards, and documentation
• Integrate AI tools with existing systems (CRM, accounting, document management)

3. Adoption, Training & Change Management

• Train teams to work effectively with AI tools
• Shift roles from “doing” to “reviewing, deciding, and managing exceptions”
• Establish clear expectations for AI usage, quality control, and escalation
• Drive real adoption—not shelf ware

4. Governance, Risk & Quality Control

• Ensure AI outputs meet investment, fiduciary, and compliance standards
• Define where human judgment is mandatory
• Establish auditable and version control for AI assisted work
• Partner with legal, finance, and leadership on risk management

5. Measurement & ROI

• Define KPIs tied to:
• Cycle time reduction
• Error reduction
• Output consistency
• Headcount leverage
• Regularly report progress and ROI to leadership

Experience

• 8–10 years in operations, product ops, or technology enabled finance
• Desired experience in:
• Investment firms, private credit, PE, or real estate
• OR fintech / prop tech / consulting roles with real operational ownership
• Demonstrated success redesigning workflows, vs.recommending tools

Skills & Attributes

• Strong understanding of document heavy, judgement driven processes
• Fluent in AI concepts and tools (LLMs, automation, document intelligence)
• Highly structured thinker with strong execution track record
• Comfortable working directly with senior level professionals
• Pragmatic, security minded, and ROI driven

Nice to Have

• Exposure to underwriting, asset management, or fund operations
• Experience scaling teams or platforms in growing firms
• Prior ownership of cross functional change initiatives