Senior Manager, AI-Driven Corporate Investment Banking

Evalueserve, Inc.; Raleigh (NC); On-site; USD 120,000 - 170,000; Full time

Job summary

Evalueserve, Inc. in New York City is seeking an experienced analytics professional for Corporate Investment Banking. The role focuses on operational oversight, AI-enabled workflow improvements, and scalable work products across client projects.

You will collaborate with research and internal stakeholders to implement automation using UIPath, Python, GPT, Claude, and related tools to enhance delivery and efficiency.

Qualifications

• Postgraduate/MBA in Finance.
• 5–10 years in Investment Banking.
• Experience with VBA, UIPATH, Power Automate, Python.
• Experience using AI platforms to drive efficiencies.
• Hands-on with Power Apps, Power Automate, Copilot Studio, GPT, SharePoint Online, AI Builder, SAP, SQL, REST APIs.

Responsibilities

• Provide operational oversight of team utilization and capacity planning.
• Implement strategic evolution roadmap for Analyst workflows with AI platforms.
• Partner with Research teams to develop scalable new work products using AI and automation.
• Support Leadership in analytics initiatives and business development opportunities.
• Expand books of work: Pitchbook/Presentations, Financial Modeling, Dashboards.
• Measure service effectiveness and report metrics to leadership.
• Identify opportunities to gather and synthesize information from clients.
• Serve as SME for functional area and drive improvements.

Skills

Financial modeling

Research skills

Client focus

Communication skills

Excel expertise

PowerPoint skills

Education

Postgraduate MBA in Finance

Tools

Power Apps

Power Automate

Copilot Studio

GPT

SharePoint Online

AI Builder

SAP

SQL

REST APIs

Job description

Evalueserve, Inc. in New York City is seeking an experienced analytics professional for Corporate Investment Banking. The role focuses on operational oversight, AI-enabled workflow improvements, and scalable work products across client projects.

You will collaborate with research and internal stakeholders to implement automation using UIPath, Python, GPT, Claude, and related tools to enhance delivery and efficiency.