Business Analyst – AI Automation

Business Analyst - AI Initiatives Overview

• The Business Analyst - AI Initiatives role focuses on enhancing operational efficiency through AI-driven solutions and structured analysis.
• Collaborate with Operations and Technology teams to translate business needs into actionable requirements for platform development.
• Identify manual processes across the trade lifecycle and design automation solutions using Python, SQL, and AI tools.
• Prototype and iterate AI-assisted workflows, ensuring reliability and scalability for operational use.
• Document solutions comprehensively to facilitate productionization by Technology teams or interim scaling.
• Stay updated on emerging AI capabilities and their applications in financial operations.
• Measure automation impact against operational KPIs and recommend controls to mitigate risks.
• Communicate effectively with stakeholders at all levels, tailoring technical and strategic messaging.
• Contribute to a dynamic, fast-paced environment with a proactive and innovative approach.

Business Analyst - AI Initiatives Key Responsibilities & Duties

• Produce comprehensive requirements documentation and functional specifications for platform enhancements.
• Conduct in-depth data analysis across asset classes to identify process gaps and support implementations.
• Engage in design reviews, user acceptance testing, and production rollouts with Technology teams.
• Design and maintain lightweight automation tools using Python, SQL, and AI frameworks.
• Prototype AI-assisted tools, refining workflows through prompt design and testing.
• Monitor and troubleshoot desk-built solutions, ensuring reliability and operational effectiveness.
• Document processes and solutions to support scalability and production readiness.
• Coordinate with cross-functional teams to align priorities and deliverables effectively.
• Enhance data quality and analytical capabilities through proactive process improvement initiatives.

Business Analyst - AI Initiatives Job Requirements

• Bachelor’s degree in a relevant field, with 2–5 years of experience in financial services operations or business analysis.
• Proficiency in SQL and Python for data analysis and process automation.
• Hands-on experience with LLMs and AI tools for workflow automation and prompt design.
• Strong understanding of the trade lifecycle across various financial products and asset classes.
• Demonstrated ability to produce high-quality requirements documentation and collaborate throughout the SDLC.
• Excellent written and verbal communication skills, adaptable for technical and senior audiences.
• Highly organized, detail-oriented, and capable of managing competing priorities independently.
• Proactive, self-starter mindset with a strong work ethic and intellectual curiosity.
• Comfortable operating in a dynamic, fast-paced environment with a team-oriented approach.