AI Business Enablement AnalystRaymond James Financial, Inc.

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 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

Skills

The ideal candidate is curious and excited about applying emerging technologiesespecially generative AIto real business problems.

14 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

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

Bachelors degree in finance, computer science, engineering, information systems, data science, economics, or a related field, or equivalent practical experience.

Work Experience

General Experience - 1 to 6 years