Strategic Advisory Partner, Portfolio Intelligence & Management

Strategic Advisory Partner, Portfolio Intelligence & Management

Panorad AI is a decision‑intelligence platform for fund managers. Our Outcome Simulator models portfolio risk, hidden correlations, and scenario outcomes before capital moves — while the Panorad Platform connects internal data, automates reporting, and builds AI‑native workflows across portfolio operations.

We help investment teams simulate, optimize, and execute — faster and with quantified confidence.

Founded by a product‑driven engineer with an exit and an ex‑Deloitte AI strategist, Panorad already powers enterprise‑grade use cases across diligence, portfolio analytics, and operational intelligence.

The Opportunity

We’re seeking one Portfolio Manager, GP, or Senior Investment Professional to join Panorad AI as a Strategic Advisory Partner .

In this fractional, low‑touch, high‑impact role, you will validate and expand Panorad’s footprint in investment management by opening doors to funds and family offices that want to quantify uncertainty, accelerate analysis, and run “what‑if” simulations on portfolios or pipeline opportunities.

Why It Matters

Markets move faster than models can catch up. LPs expect data‑driven decisions, but most firms still rely on manual research and Excel risk frameworks. Panorad enables a new layer of intelligence:

• Outcome Simulation: model future portfolio performance, tail‑risk, and cascading exposure.
• Scenario Forecasting: stress‑test capital allocation or macro shocks with probability‑weighted projections.
• Automated Intelligence: connect fund, market, and portfolio data for real‑time oversight.
• LP‑Ready Reporting: generate transparent, explainable insights backed by evidence and audit trails.

What You Will Do

• Open warm introductions to Portfolio Managers, CIOs, and GP peers interested in AI‑driven analysis or operational efficiency.
• Facilitate design‑partner discussions where Panorad runs simulations on historical or live portfolios.
• Provide guidance on language, positioning, and proof metrics that resonate with institutional decision‑makers.
• Help shape case studies showing measurable lift in decision speed, accuracy, and risk detection.

You Are

• A Portfolio Manager, GP, or CIO running or advising a fund ($50M–$1B AUM).
• Curious about leveraging AI for allocation, risk, and optimization.
• Well‑connected among funds or family offices pursuing analytical edge.
• Strategic, credible, and concise — able to connect opportunity to outcome.

For You

• Equity or upside tied to tangible impact.
• Minimal time investment — leverage your network and insight.
• Early exposure to a next‑generation platform redefining decision intelligence.
• Access to Panorad’s simulation tools for your own portfolio use.

Core Outcomes

• 30‑day simulation pilots on live or historical portfolios.
• Quantified lift in risk visibility, decision speed, and reporting clarity.
• Case studies suitable for LP reporting and future co‑investment discussions.

Engagement: Fractional, advisory, outcome‑based.

Location: San Francisco, CA

Compensation: $230,000.00–$275,000.00