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 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.

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