Investment Banking Division - Technology Business Analyst / Associate - New York or Menlo Park

We are seeking a Business Analyst or Associate in the Investment Banking Division to help create, manage, and drive adoption of technology tools within the Investment Banking Division. The ideal candidate will have an understanding of financial services, strong technology and project management skills, and a passion for AI, innovation, and problem solving.

Core Responsibilities:

• Product management: Support Product Leads with product life cycle management, including collection of requirements, feasibility studies, design, development, validation, onboarding, pilot, and production. Ability to handle multiple project priorities simultaneously.
• Product development: Gain a deep understanding of business stakeholder requirements and collaborate with Product Leads and IT teams to address roadblocks and manage projects to meet aggressive deliverable deadlines. Play a key role in articulating detailed requirements and acceptance criteria.
• Project management: Facilitate meetings by developing and distributing agendas, following up with meeting notes, and tracking progress/action items. Create presentations to update team on project status and strategy.
• Prompt/Agents development: Create, validate, deploy, and market advanced AI prompts/agents to bankers. Gather requirements for agentic workflows that can make the bankers more productive and informed.
• Collaboration: Work closely with Product Leads, IT, Strats, Bankers, Risk, Compliance, Legal, Senior Management to gather feedback, incorporate edits, and ensure timely communication of updates to drive end-to-end delivery of initiatives. Be the center of gravity for products and closely communicate product objectives and status to partners within and outside of the Investment Banking/Global Capital Markets division.
• Innovation: Stay up to date with latest technological advancements to continuously improve existing systems and incorporate new innovations such as AI. Test and evaluate new AI tools and prompts, recommending optimal solutions based on performance and output quality.
• Continuous improvement: Monitor quality and proactively request feedback to drive continuous improvement of products. Be customer-obsessed with designing the most end-user friendly tools that enable bankers to be more effective and efficient in their work.

Qualifications:

• Bachelor’s degree in Finance/Economics, Computer Science/Engineering, or similar field.
• 1+ years of work experience in financial services, consulting, technology, or investment banking experience preferred.
Knowledge of investment banking workflows - such as capital markets and M&A
• - and corporate finance highly desirable.
• Experience with prompt engineering, software development, software product/project management a plus.
• Strong written, verbal and interpersonal skills, including the ability to interact effectively with business stakeholders to understand the business and gather requirements
• Highly detail-oriented and strong organizational skills to manage and execute simultaneous projects and tasks
• Autonomous, self-motivated, with a high level of initiative, ability to think strategically and independently. Strong work ethic and a positive attitude. Highly responsive and communicative. Investment Banking is a client services industry and our clients need our advice and expertise around the clock.
• Comfort working with ambiguity, managing and resolving complex issues