What are the responsibilities and job description for the IT Business Analyst (Investment Banking/AI) position at PRI Technology?
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