AI Business Engineer - Investment Banking Experience

at Raymond James Financial, Inc. in Chicago, Illinois, United States 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 To view full details and how to apply, please login or create a Job Seeker account