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About the Role

The AI Business Enablement Analyst supports the adoption and effective use of generative AI across the Investment Bank and Capital Markets & Advisory functions by designing, building, and improving AI-powered solutions. This role blends technical curiosity with practical application and deep financial services knowledge, contributing to prompt engineering, solution development, and user support while maintaining best practices and documentation.

Responsibilities

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 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 investment bankers and 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.

Requirements

The ideal candidate is curious and excited about applying emerging technologies—especially generative AI—to real business problems.
1–4 years of experience in finance, technology, software, digital innovation, or related roles (investment banking or capital markets exposure 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).
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.
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.

Skills

Generative AI
GPTs
Agent-based solutions
Prompt engineering
Prompt optimization
Data analysis
Advanced Excel
Vendor management
Project management
Program management
Written communication
Verbal communication
Collaboration
Attention to detail
Team-oriented mindset

Location

Hybrid

Work Type

Hybrid

Experience Level

1-4 years
1 to 6 years

Education Level

Bachelor’s degree in finance, computer science, engineering, information systems, data science, economics, or a related field, or equivalent practical experience.
Bachelor’s (Required)

Salary/Compensations

$65,000.00-$125,000.00

Benefits

Medical
Dental
Vision
Life insurance
Critical illness insurance
Accident insurance
Disability benefits
Retirement savings
Paid time off (including vacation, holidays, and sick leave)
Parental leave

About the Company

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to: Grow professionally and inspire others to do the same, Work with and through others to achieve desired outcomes, Make prompt, pragmatic choices and act with the client in mind, Take ownership and hold themselves and others accountable for delivering results that matter, Contribute to the continuous evolution of the firm.
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive.

Equal Opportunity

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.