AI Business Engineer - Investment Banking Experience
Raymond James · Colrain, MA · 2 mo ago
$65k/yrFull-time
This role supports the Investment Bank and Capital Markets & Advisory function in adopting and effectively using generative AI, including GPTs and future agent-based solutions.
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
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
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
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
Eligibility for benefits and specific offerings may vary based on position and employment status. For more details, visit Myrjbenefits.com.