Demo

IT Business Analyst (Investment Banking/AI)

PRI Technology
York, NY Full Time
POSTED ON 6/26/2026
AVAILABLE BEFORE 8/21/2026

I have a full time opportunity for an AI Business Analyst to join one of our top tier investment firms to work on the AI team. This is a full time opportunity working on some new AI initiatives for the firm.


This is 4 days onsite, 1 day remote.


Salary $110-$120k bonus.


Responsibilities


  • In partnership with the AVP on the team, you will partner with business stakeholders and IT teams to identify, qualify, and prioritize AI opportunities that enhance decision-making, accuracy, and efficiency.
  • Facilitate workshops, structured interviews, and working sessions with bankers and support functions to understand workflows, pain points, and desired outcomes.
  • Act as a trusted bridge between technical teams and business users, ensuring clear communication and alignment throughout the project lifecycle.
  • Present findings, recommendations, and project updates to cross-functional teams and management, tailoring message and detail to the audience.
  • Own the end-to-end requirements process for assigned AI initiatives, from discovery through sign-off.
  • Document and refine business requirements, user stories, and acceptance criteria for AI-driven solutions.
  • Translate complex business needs into actionable technical deliverables for engineering and data science teams and support backlog prioritization in Agile ceremonies where applicable.
  • Analyze existing business processes and data flows to identify bottlenecks, manual work, and automation opportunities.
  • Design workflows and process flows that align business use cases with AI capabilities (e.g., generative AI assistants, intelligent document processing, AI agents).
  • Collaborate with data scientists and engineers to prototype, test, and deploy AI solutions, providing structured feedback and ensuring business requirements are met.
  • Coordinate and support user acceptance testing (UAT), including test case definition, execution tracking, and defect triage.
  • Ensure solutions are scalable, secure, and aligned with organizational goals, controls, and standards.
  • Define and track KPIs and success metrics for AI use cases (e.g., time saved, accuracy improvements, revenue enablement, error reduction).
  • Analyze usage patterns, performance metrics, and business outcomes from deployed AI tools; synthesize insights into clear recommendations.
  • Support documentation related to model behavior, data lineage, controls, and explainability in partnership with risk, legal, and compliance teams.
  • Research emerging AI technologies and platforms, especially generative AI, large language models, and workflow automation tools, and assess their applicability to investment banking workflows.
  • Benchmark company's initiatives against external market trends and best practices in AI for financial services.
  • Contribute to internal best practices, playbooks, and templates for AI business analysis.
  • Help develop training materials, demos, and change management plans to drive adoption and AI literacy across the firm.


Qualifications

  • Bachelor's Degree required, with preferred emphasis in Information Systems, Data Science/Analytics, Computer Science, Finance or related field
  • 2 – 4 years of experience as a Business Analyst or similar role
  • Experience within financial services industry is preferred, however, candidates from all backgrounds will be considered
  • Excellent communication and stakeholder management abilities; able to influence, synthesize input from multiple parties, and drive alignment.
  • Strong analytical and problem-solving skills; able to turn qualitative and quantitative data into clear insights and action.
  • Advanced skills in Microsoft Excel, PowerPoint, and Word, including building structured analyses and executive-ready presentations.
  • Experience working with Python (and ideally SQL or data analytics tools such as Power BI or Tableau) to explore data, run analyses, or prototype solutions.
  • Familiarity with generative AI tools, large language models, or automation platforms (e.g., ChatGPT, Copilot, Gemini, Power Automate, UiPath) and an understanding of how they can be embedded in business workflows.
  • Understanding of core software delivery concepts (e.g., Agile, backlog management, UAT, release planning).



Lori Sklarski

Senior Technical Recruiter, PRI Technology

Lori.sklarski@pritechnology.com

Direct:(973)-354-2797

Office: 973.732.5454 x27

Cell: 973.432.9968

www.pritechnology.com

www.pritechnology.com

Salary : $110,000 - $120,000

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