AI Business Engineer - Investment Banking Experience

** Responsibilities*
* + This role will directly support the Investment Bank and Capital Markets & Advisory function and its 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 (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

** Skills*
* + The ideal candidate is curious, technically inclined, and excited about applying emerging technologies-especially generative AI-to real business problems.

+ 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 work streams 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.

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

** Work Experience*
* General Experience - 1 to 6 years