Principal, AI & Technology Value Creation at TriEdge Investments | NY, US | Rezi

Principal, AI & Technology Value Creation at TriEdge Investments

Principal, AI & Technology Value Creation

TriEdge Investments · NY, US

3 weeks ago

Principal, AI & Technology Value Creation

TriEdge Investments · NY, US

24 days ago
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About the Role

Mongoose is TriEdge Investments’ technology and AI value creation team, working across a portfolio of more than 30 operating companies, primarily in healthcare, with growing work in financial services and other operationally complex industries. We work directly with management teams to identify opportunities where technology can improve performance and build solutions that deliver measurable results. This role involves working directly with executives and operating teams to shape how AI and technology can improve businesses and identify opportunities with the greatest potential for value creation.

Responsibilities

  • Lead discovery and opportunity assessment with new portfolio companies and clients, developing a clear point of view on where AI and technology can create the most value.
  • Work across the organization, from senior executives to frontline operators, to understand workflows, systems, data, decision points, and areas of operational complexity.
  • Identify opportunities to use AI, automation, data, and software to improve revenue, margins, productivity, and growth.
  • Assess and prioritize opportunities based on financial impact, feasibility, organizational readiness, and time to value.
  • Develop business cases and financial models that clearly articulate expected investment and return.
  • Present findings and recommendations to CEOs, CFOs, COOs, and other senior leaders.
  • Advise management teams on AI strategy and the practical adoption of emerging capabilities, including tools such as ChatGPT and Claude as well as more advanced automation and agentic solutions.
  • Stay current on developments in AI and enterprise technology and apply that knowledge to the operating challenges we see across our companies.
  • Transition validated opportunities to Mongoose’s product and engineering teams and maintain alignment around the original business objectives and expected value.
  • Apply lessons and patterns from individual engagements across the broader portfolio.

Requirements

  • Spent career solving complex business problems at the intersection of operations, technology, and economics.
  • Can walk into an unfamiliar business, understand it quickly, earn the confidence of its leadership team, and develop a clear point of view on where technology can create meaningful value.
  • Significant experience working directly with senior executives on business, operational, and technology priorities.
  • Strong understanding of how businesses operate, with the ability to quickly understand unfamiliar processes, systems, and economics.
  • Demonstrated experience identifying, sizing, and prioritizing opportunities using sound financial and operational analysis.
  • Strong financial acumen, including experience developing business cases and modeling ROI.
  • Deep understanding of AI, automation, and modern enterprise technology, along with a strong interest in how rapidly evolving capabilities can be applied in practice.
  • Ability to move comfortably between business and technology discussions and communicate effectively with both operating executives and technical teams.
  • Strong executive presence, judgment, and communication skills.
  • Experience in healthcare or another operationally complex industry is strongly preferred.

Skills

  • AI
  • Technology
  • Value creation
  • Consulting
  • Private equity
  • Technology strategy
  • Digital transformation
  • Business operations
  • Financial analysis
  • Business case development
  • Financial modeling
  • ROI modeling
  • Automation
  • Enterprise technology
  • ChatGPT
  • Claude
  • Agentic solutions

Location

  • New York, NY

Work Type

  • In-office
  • Hybrid

Experience Level

  • 15+ years of experience in management consulting, private equity value creation, technology strategy, digital transformation, or a senior operating role.

Salary/Compensations

  • $300,000 – $350,000

Benefits

  • $0 deductible and 100% employee-covered health, vision, and dental insurance
  • 401(k) matching program of 50% up to 6% of annual salary
  • Unlimited PTO
  • Beautiful custom-built office in NYC with daily lunch

About the Company

  • Mongoose is TriEdge Investments’ technology and AI value creation team, working across a portfolio of more than 30 operating companies, primarily in healthcare, with growing work in financial services and other operationally complex industries.
  • Our model combines the rigor of consulting, the perspective of an investor, and the ability to build and deploy technology ourselves.
  • Mongoose offers an unusual opportunity to work across a diverse group of operating companies and help senior management teams determine where AI and technology can create meaningful business value.
  • The work does not end with a recommendation. When we identify an opportunity worth pursuing, we have the capability to build it, deploy it, and measure the results.
  • Each engagement also informs the next. Working across a portfolio allows us to recognize patterns, apply lessons across companies, and build a deeper understanding of where AI can change how businesses operate.
  • That combination, working directly with management, identifying the opportunity, and seeing the resulting technology put into operation—is what makes the role different.

Equal Opportunity

  • We are proud to be an equal opportunity employer, and we are committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, ethnicity, sex, age, national origin, citizenship status, disability, marital status, partnership status, sexual orientation, gender identity and expression, military or veteran status, or any other characteristic protected by federal, state or local law.