AI Business Engineer - Investment Banking Experience

About the Role

The AI Business Engineer supports the adoption and effective use of generative AI across the Investment Bank and Capital Markets & Advisory functions. This role blends technical curiosity with practical application and deep business knowledge to design, build, and improve AI-powered solutions across banker workflows through custom GPTs, prompts, and emerging agent-based tools.

Responsibilities

• Support the design, development, testing, and ongoing improvement of GPTs, AI-powered workflows, and (over time) agent-based solutions.
• Assist with prompt engineering, prompt optimization, and documentation of effective prompting patterns and use cases.
• Help maintain standards, best practices, and internal documentation related to AI tools, automation, and innovation platforms.
• Provide hands-on support to internal users, helping troubleshoot issues and improve overall user experience with AI-enabled tools.
• Design and deliver role-specific training to finance professionals.
• Contribute to short- and long-term innovation roadmaps through research, analysis, and execution support.
• Analyze technology trends, tools, and vendor offerings to identify opportunities for experimentation or business value.
• Generate insights and recommendations that help 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; capture notes, actions, and follow-ups.
• Draft concise summaries, reports, or briefing materials on technology topics, vendors, or pilot results.
• Contribute ideas and perspectives to brainstorming sessions and innovation ideation efforts.

What Success Looks Like

• High-value AI use cases are moved from idea to pilot to scaled adoption.
• Solutions are deployed with clear testing, documentation, and governance controls.
• Banker adoption increases and workflows show measurable improvement in speed, quality, or user experience.
• The team develops reusable assets and a repeatable operating model rather than one-off prompts.

Requirements

• 1–4 years of experience in technology, software, digital innovation, or related roles (financial services experience a plus, but not required).
• Strong interest in generative AI, automation, and modern software platforms (e.g., LLMs, GPTs, agents, APIs, low-code/no-code tools).
• Working knowledge of Python and SQL to support data exploration, workflow automation, and AI prototype development; ability to read, modify, and apply scripts with guidance from engineering partners — deep software engineering experience not required.
• Proficiency in data analysis using advanced Excel (e.g., pivot tables, XLOOKUP/VLOOKUP, conditional logic) to support reporting, pilot measurement, and business case development.
• Experience supporting or managing vendors, including coordination around licenses, contracts, or service delivery.
• Working knowledge of project and program management fundamentals.
• Ability to operate effectively in a fast-paced, evolving environment and adapt quickly as priorities and technologies change.
• Demonstrated ability to think creatively and encourage new approaches or ways of working.
• Strong written communication skills, with the ability to explain technical or complex concepts clearly and concisely.
• Comfortable creating and interpreting charts, diagrams, tables, and other data visualizations.
• Genuine interest in following technology trends, innovation research, and emerging tools.
• Excellent verbal communication and collaboration skills.
• High attention to detail with the ability to manage multiple workstreams simultaneously.
• Team-oriented mindset with the ability to work across technical and non-technical stakeholders.

Qualifications

• Bachelor’s degree in computer science, engineering, information systems, data science, finance, economics, or a related field, or equivalent practical experience.

Pay

Salary Range: $65,000.00

Schedule

Workstyle: Hybrid

Benefits

• Medical, dental, and vision insurance.
• Life insurance, critical illness insurance, and accident insurance.
• Disability benefits.
• Retirement savings.
• Paid time off (including vacation, holidays, and sick leave).
• Parental leave.