AI Business Engineer - Investment Banking Experience

Raymond James Financial, Inc.; Boston (MA); On-site; USD 90,000 - 120,000; Full time

Job summary

Raymond James Financial, Inc. seeks an AI Innovation Analyst to support the Investment Bank and related advisory functions in designing and deploying generative AI solutions. You will help develop GPTs, automate workflows, and create practical prompts while collaborating with engineering partners.

The role emphasizes hands-on user support, training, and ongoing improvement of AI platforms, with a focus on delivering measurable impact and scalable assets.

Qualifications

• Curious, technically inclined, excited about applying emerging technologies to business problems.
• 1–4 years in technology, digital innovation, or related roles (financial services a plus).
• Strong interest in generative AI, automation, and modern software platforms (LLMs, GPTs, agents).
• Python and SQL to support data exploration, workflow automation, and AI prototype development; reading/modifying scripts with guidance.

Responsibilities

• Support design, development, testing, and improvement of GPTs, AI-powered workflows, and agent-based solutions.
• Assist with prompt engineering and documentation of prompting patterns and use cases.
• Maintain standards, best practices, and internal documentation for AI tools and automation platforms.
• Provide hands-on support to internal users; troubleshoot AI-enabled tool issues.

Skills

Curious mindset

Technically inclined

Generative AI interest

Python

SQL

Excel advanced

Vendor management

Project management

Creative thinking

Written communication

Data visualization

Cross-functional collaboration

Attention to detail

Teamwork

Education

Bachelor's degree in CS/Engineering/IS/Data Science/Finance/Economics

Tools

PowerPoint

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 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