What are the responsibilities and job description for the AI Enablement Specialist position at Jefferies LLC and Careers?
Job Summary
We are looking for a strong communicator who is passionate about change management and driving business outcomes with technology to help advance our AI initiative. The Equity Research AI Specialist will support the adoption of AI tools and practices across the Equity Research department. This role focuses on providing department members with direct, targeted, and tailored AI training, centralizing best practices, and helping shape the department’s AI strategy through feedback and collaboration. The specialist will also assist Research Management in evaluating new AI tools and monitoring the vendor landscape, designing pilot programs, and aligning with firmwide AI initiatives.
Key Responsibilities
- Design AI training materials and create digestible guides for research workflows.
- Work directly with lead analysts and their teams to help drive adoption through targeted education and problem solving.
- Collect department feedback to identify useful AI applications and unmet needs.
- Use no-code and low-code tools to implement bespoke AI workflows and frameworks.
- Assist in evaluating new AI tools, monitoring the vendor landscape, and driving pilots.
- Track usage metrics and translate observations into training and strategy updates.
Qualifications
Must-Have:
- Strong understanding of GenAI applications and their composition; working knowledge of AI models and how they differ. For example, the following concepts should all resonate: Context Window, RAG, Chain of Thought, Structured vs Unstructured Data, MCP.
- Strong interest in AI enablement, change management, and strategy.
- Good communication (both written and verbal) and collaboration skills; ability to translate between and adapt to technical and non-technical stakeholders.
- Demonstrated prompt and context engineering skills.
- Interest in investment research and capital markets.
Nice-to-Have:
- 1-2 years of experience in capital markets-focused role, preferably equity research.
- Experience using M365 Copilot, Claude Enterprise, OpenAI Enterprise, or similar enterprise AI tools; finance-focused AI tools such as AlphaSense, Rogo, Hebbia.
- Track record of evaluating AI tools and platforms.
- Familiarity with equity research workflows and data sources.
Primary Location Full Time Salary Range of $100,00 - $120,000.