Jr. AI Business Analyst

Full-time/Permanent
Location: NYC – Must be local and onsite 4-5 days a week
No 3rd parties/sponsorship
Key Responsibilities

• Partner with business stakeholders and IT teams to identify opportunities where AI can enhance decision-making, accuracy, and efficiency.
• Act as a bridge between technical teams and business users, ensuring clear communication and alignment throughout projects.
• Assist in preparing findings, documentation, and project updates.
• Requirements Gathering & Execution
• Support the identification, documentation, and refinement of business requirements for AI-driven solutions.
• Participate in workshops, interviews, and working sessions with bankers to understand their workflows, pain points, and information needs.
• Translate business needs into actionable technical deliverables for engineering and data science teams.
• Analyze existing business processes to identify bottlenecks, manual tasks, and automation opportunities.
• Collaborate with data scientists and engineers to prototype, test, and iterate AI solutions (e.g., generative AI assistants, classification models, workflow automation).
• Coordinate user acceptance testing (UAT), organize feedback sessions, and capture enhancement requests.
• Support the creation of user guides, training materials, and demos to drive adoption.
• Measure Impact, Risk, and Adoption
• Help define KPIs and success metrics for AI use cases (e.g., time savings, accuracy, revenue enablement, user satisfaction).
• Support performance measurement and usage tracking for deployed AI solutions and summarize findings for stakeholders.
• Assist with documentation related to data quality, model governance, and controls in partnership with risk, legal, and compliance teams.
• Research emerging AI technologies (especially generative AI and automation platforms) and assess their relevance to investment banking workflows.
• Benchmark internal initiatives against external best practices and market trends in AI for financial services.
  

• Bachelor's Degree required, with preferred emphasis in Information Systems, Data Science/Analytics, Computer Science, Finance, or related field.
• 1–2 years of experience as a Business Analyst, Data Analyst, or in a related technical or operations role.
• Experience within financial services or professional services is preferred but not required.
• Strong analytical and problem-solving abilities; able to turn data and qualitative input into clear insights and recommendations.
• Excellent written and verbal communication skills; able to explain technical concepts in simple, business-friendly language.
• Comfort working with data in Excel or similar tools to structure analyses and summarize findings.
• Solid proficiency with Microsoft Office (Excel, PowerPoint, Word); experience building clear, executive-ready materials.
• AI, Data, and Technical Exposure
• Familiarity with generative AI tools and large language models (e.g., ChatGPT, Copilot, Gemini) and an interest in how they can be applied to real business workflows.
• Basic familiarity with Python, SQL, or data analytics tools (e.g., Power BI, Tableau) is preferred; willingness to learn is essential.
• Exposure to concepts such as prompt design, retrieval-augmented generation (RAG), or workflow automation platforms is a plus.