AI Business Enablement Analyst
About The Position
The AI Business Enablement Analyst supports the adoption and effective use of generative AI across the Investment Bank and Capital Markets & Advisory functions. The role designs, builds, tests, and improves AI-powered solutions for banker workflows, including GPTs, prompts, and emerging agent-based tools. It combines technical curiosity with practical application and financial services knowledge, contributing to prompt engineering, solution development, user support, standards, and documentation. The analyst partners with stakeholders to deliver role-specific training, troubleshoot issues, improve user experience, and support innovation roadmaps. The role also evaluates technology trends and vendors, analyzes pilot outcomes, prepares reporting and presentations, and helps turn AI use cases into tested, governed solutions with measurable business value and reusable assets.
Requirements
- One to four years of experience in finance, technology, software, digital innovation, or related roles; investment banking or capital markets exposure is a plus but not required.
- Strong interest in generative AI, automation, and modern software platforms, such as LLMs, GPTs, agents, APIs, and low-code/no-code tools.
- Proficiency in advanced Excel, including pivot tables, XLOOKUP/VLOOKUP, and conditional logic, for reporting, pilot measurement, and business case development.
- Experience supporting or managing vendors, including coordination involving licenses, contracts, or service delivery.
- Working knowledge of project and program management fundamentals.
- Ability to work effectively in a fast-paced, evolving environment and adapt as priorities and technologies change.
- Demonstrated creative thinking and ability to encourage new approaches or ways of working.
- Strong written communication skills and ability to explain technical or complex concepts clearly and concisely.
- Comfort creating and interpreting charts, diagrams, tables, and other data visualizations.
- Genuine interest in technology trends, innovation research, and emerging tools.
- Excellent verbal communication and collaboration skills.
- High attention to detail and ability to manage multiple workstreams simultaneously.
- Team-oriented mindset and ability to work across technical and non-technical stakeholders.
- Bachelor’s degree in finance, computer science, engineering, information systems, data science, economics, or a related field, or equivalent practical experience; a completed bachelor’s degree is listed as required.
Nice To Haves
- Investment banking or capital markets exposure.
Responsibilities
- Support the Investment Bank and Capital Markets & Advisory functions in their use of generative AI, including GPTs and future agent-based solutions.
- Support the design, development, testing, and ongoing improvement of GPTs, AI-powered workflows, and agent-based solutions.
- Assist with prompt engineering and optimization, and document effective prompting patterns and use cases.
- Help maintain standards, best practices, and internal documentation for AI tools, automation, and innovation platforms.
- Provide hands-on support to internal users, troubleshoot issues, and improve the user experience with AI-enabled tools.
- Design and deliver role-specific training to investment bankers and finance professionals.
- Contribute research, analysis, and execution support to short- and long-term innovation roadmaps.
- Analyze technology trends, tools, and vendor offerings to identify opportunities for experimentation or business value.
- Generate insights and recommendations to improve internal technology offerings and identify areas for growth.
- Assist with data analysis and reporting related to innovation initiatives, pilots, and outcomes.
- Create and maintain presentation materials, including PowerPoint decks, charts, and visuals for leadership and stakeholder updates.
- Facilitate meetings with internal teams and external vendors, and capture notes, actions, and follow-ups.
- Draft concise summaries, reports, and briefing materials on technology topics, vendors, or pilot results.
- Contribute ideas and perspectives to brainstorming and innovation ideation sessions.
Benefits
- Medical, dental, and vision coverage may be available.
- Life insurance may be available.
- Critical illness and accident insurance may be available.
- Disability benefits may be available.
- Retirement savings benefits may be available.
- Paid time off, including vacation, holidays, and sick leave, may be available.
- Parental leave may be available.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
