AI Business Enablement Analyst

Raymond James; Saint Petersburg (FL); Ibrido; USD 65.000 - 125.000; Tempo pieno

Descrizione del lavoro

Raymond James specializes in AI-enabled solutions to enhance banker workflows within Investment Bank and Capital Markets. The role blends technical curiosity with practical financial services expertise, focusing on prompt engineering, solution development, and user support.

Hybrid work environment with collaboration across stakeholders, vendors, and leadership. The candidate will train bankers, analyze trends, and help scale AI use cases from idea to pilot and adoption.

Competenze

• Bachelor’s degree or equivalent practical experience in a related field.
• 1–6 years in finance, technology, or digital innovation.
• Experience in investment banking or capital markets is a plus but not required.

Mansioni

• Support adoption and use of generative AI across Investment Bank and Capital Markets & Advisory.
• Design, build, and improve AI-powered workflows and GPTs.
• Assist with prompt engineering and documentation.
• Provide hands-on user support and troubleshoot AI tools.
• Deliver role-specific training to bankers and finance professionals.
• Contribute to innovation roadmaps through research and analysis.
• Analyze technology trends and vendor offerings for business value.
• Create presentation materials for leadership updates.
• Facilitate meetings and capture notes and follow-ups.
• Draft summaries and briefing materials on technology topics.

Conoscenze

Generative AI

Finance domain knowledge

Excel proficiency

Vendor management

Project management

Communication skills

Data visualization

Formazione

Bachelor’s degree

Strumenti

GPTs

APIs

Low-code/no-code tools

PowerPoint

Excel

Descrizione del lavoro

Job Description Summary

The AI Business Enablement Analyst supports the adoption and effective use of generative AI across the Investment Bank and Capital Markets & Advisory functions by designing, building, and improving AI-powered solutions across banker workflows through skills and prompts and emerging agent-based tools. This role blends technical curiosity with practical application and deep financial services knowledge, contributing to prompt engineering, solution development, and user support while maintaining best practices and documentation. The individual partners with stakeholders to deliver training, troubleshoot issues, and enhance user experience, while also evaluating technology trends and vendors to drive innovation and business value.

Job Description

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 investment bankers and 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 and excited about applying emerging technologies—especially generative AI to real business problems.
• 1–4 years of experience in finance, technology, software, digital innovation, or related roles (investment banking or capital markets exposure 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)
• 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 finance, computer science, engineering, information systems, data science, economics, or a related field, or equivalent practical experience.

Work Experience

• General Experience - 1 to 6 years

Education

• Bachelor’s (Required)

Salary Range

$65,000.00-$125,000.00

Travel

Less than 25%

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm’s core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James – as part of our people‑first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.