Jefferies ยท 1 month ago
AI Enablement Specialist
Jefferies is seeking an AI Enablement Specialist to support the adoption of AI tools and practices within the Equity Research department. The role involves designing training materials, assisting in evaluating AI tools, and shaping the department's AI strategy through collaboration.
BankingFinancial ServicesWealth Management
Responsibilities
Design AI training materials and create digestible guides for research workflows
Work directly with lead analysts and their teams to help drive adoption through targeted education and problem solving
Collect department feedback to identify useful AI applications and unmet needs
Use no-code and low-code tools to implement bespoke AI workflows and frameworks
Assist in evaluating new AI tools, monitoring the vendor landscape, and driving pilots
Track usage metrics and translate observations into training and strategy updates
Qualification
Required
Strong understanding of GenAI applications and their composition; working knowledge of AI models and how they differ. For example, the following concepts should all resonate: Context Window, RAG, Chain of Thought, Structured vs Unstructured Data, MCP
Strong interest in AI enablement, change management, and strategy
Good communication (both written and verbal) and collaboration skills; ability to translate between and adapt to technical and non-technical stakeholders
Demonstrated prompt and context engineering skills
Interest in investment research and capital markets
Preferred
1-2 years of experience in capital markets-focused role, preferably equity research
Experience using M365 Copilot, Claude Enterprise, OpenAI Enterprise, or similar enterprise AI tools; finance-focused AI tools such as AlphaSense, Rogo, Hebbia
Track record of evaluating AI tools and platforms
Familiarity with equity research workflows and data sources
Company
Jefferies
Jefferies provides research and execution services in equity, fixed income, and foreign exchange markets.
H1B Sponsorship
Jefferies has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (147)
2024 (122)
2023 (83)
2022 (183)
2021 (169)
2020 (60)
Funding
Current Stage
Late StageTotal Funding
unknown2012-11-12Acquired
Leadership Team
Recent News
2026-01-08
2026-01-07
2026-01-05
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