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Senior Analyst, AI Automation

Denver, Colorado, United States

At Forge (NYSE: FRGE), we know our team is our greatest asset. As technology innovators in the private market, our vision is to deliver a richer future for everyone. We live that vision through our values of being bold, accountable, and humble. We experience the value that our vision brings to the world every day, helping the teams behind the greatest innovations of our generation, from space travel to artificial intelligence, and more. 

With liquidity solutions, exclusive data and insights, a custody offering, and a vibrant marketplace, Forge’s goal is to build the best-in-class technology infrastructure to power a global private market that is transparent, accessible, and seamless for companies, their employees, and investors. Through Forge, employees can sell their private shares, employers can reward shareholders with pre-IPO liquidity and individual and institutional investors can participate in private unicorn growth. 

Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect. 

Our ability to offer these powerful financial solutions has generated incredible interest from investors, demand from customers, and a need to grow our team to meet the needs of more companies, teams, and innovators in this way. 

The Role:

We’re seeking a Senior Analyst, AI Automation with deep experience in AI, data-driven automations, and operational tooling to drive innovation across both internal systems and client-facing financial products. Reporting to the SVP of Enterprise AI Strategy and Engineering, this hybrid role will support the strategy, design, and delivery of AI-powered solutions — from enhancing internal operational efficiency through automation to building external products that deliver differentiated insights to our clients. You’ll sit at the intersection of AI/ML, product strategy, and financial services, working closely with engineering, operations, and go-to-market teams to execute a roadmap that scales our business and advances our leadership in private market intelligence. 

Location: This position is remote in Denver, CO. We intend to open an office in Denver and once we do, we will require hybrid attendance onsite at least 9 days each month.

Responsibilities:

  • Contribute meaningfully to the strategy and execution for AI-powered internal tools and automation across departments (Marketing, People, Finance, Sales, Operations, etc.)
  • Partner with business stakeholders to identify manual or inefficient processes and translate them into scalable AI-enabled workflows and automation-first solutions
  • Define and prioritize the internal tools roadmap in collaboration with cross-functional leads and IT
  • Build lightweight, no-code tools (e.g. GPT, internal APIs, Agents)
  • Own end-to-end delivery: from user discovery, requirements, building, and post-launch adoption
  • Drive internal adoption and training to ensure your tools are used and valuable
  • Drive integration of machine learning and large language model (LLM) capabilities into both internal systems and market-facing offerings
  • Collaborate with data, engineering, design, operations, and compliance teams to ensure solutions are secure, compliant, and deliver measurable business value
  • Define and track product success metrics such as user adoption, operational time savings, data accuracy, error reduction and cost optimization
  • Promote adoption of internal tools through training, change management, and ongoing optimization

Qualifications:

  • 5-7 years of experience as an analyst.
  • Experience working with low-code tools (e.g., Retool, Zapier, Airtable, Workato,n8n) and coordinating with engineers on custom tooling
  • At least 2 years of experience working in AI analytics including data-driven products and/or automation solutions
  • Proven track record launching both internal business systems/tools and external financial services products
  • Strong understanding of AI/ML concepts, data pipelines, and cloud-based architectures
  • Experience conducting process analysis and translating business needs into scalable system designs
  • Excellent English-communication skills with the ability to influence across technical and non-technical teams
  • Physical requirements: operate a computer for 8 hours per day; give and receive detailed information through verbal and written communication

Preferred Qualifications:

  • Experience with financial market data products, investment lifecycle processes, or private/public market structures.
  • Strong understanding of operational processes across GTM, Finance, HR, and Support
  • Experience conducting process analysis to inform system design, tool selection, and automation opportunities
  • Excellent problem-solving skills; thrives on process improvement and system design
  • Experience in a high-growth startup or fast-moving environment 

For residents of Denver, CO the annual salary range for this role is $ $155,000 - $205,000 + annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors.

Upon offer, we conduct background checks that include employment and education verification, state, and county criminal history searches.

Forge is proud to be an equal opportunity employer committed to supporting a diverse and inclusive workplace. Our employment decisions are made without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, veteran status, or any other characteristic protected by federal, state, or local laws.

 

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