AI Enablement Specialist jobs in United States
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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
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H1B Sponsor Likelynote

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

GenAI applicationsAI models knowledgeAI enablementChange managementCapital marketsPrompt engineeringContext engineeringEquity research workflowsM365 CopilotOpenAI EnterpriseCommunication skillsCollaboration skills

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

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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 Stage
Total Funding
unknown
2012-11-12Acquired

Leadership Team

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Shekhar Asnani
Vice President Investment Banking
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Cameron Lester
Managing Director, Global Co-head of Tech Investment Banking
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Company data provided by crunchbase