Photon · 1 week ago
Business Analyst
Dallas, TX
Full-time
Onsite
Senior Level, Lead/Staff
9+ years expPhoton is seeking a Business Analyst with a strong background in Investment Banking to drive the development of their Agentic AI product suite. The role involves architecting agent logic for complex financial processes and ensuring AI agents meet compliance standards in the global financial industry.
E-CommerceInformation TechnologyMobile AppsWeb DesignWeb Development
Responsibilities
Process Decomposition & Mapping: Analyze complex IB workflows (e.g., the trade lifecycle, M&A due diligence, or credit risk modeling) and map them into multi-step "agentic" logic
Requirement Engineering for AI: Write detailed user stories and functional specifications that include "agent instructions," tool-use requirements (e.g., when an agent should call a specific financial API), and reasoning guardrails
Defining AI "Evals" & Benchmarks: Collaborate with Data Scientists to create "Golden Datasets"—real-world IB scenarios used to test if the AI agent makes the correct financial decisions and follows regulatory protocols
Compliance & Risk Alignment: Work closely with Legal and Compliance teams to ensure AI agents operate within the bounds of SEC, FINRA, MiFID II, or other relevant frameworks
Gap Analysis: Identify where current IB data structures (silos, legacy systems) might hinder an AI agent’s ability to retrieve information (RAG) and propose data-cleaning strategies
UAT & Output Validation: Lead User Acceptance Testing, specifically focusing on the "reasoning" quality of the AI to ensure it doesn't just provide an answer, but follows a logically sound financial path
Qualification
Required
9+ years as a Business Analyst within an Investment Bank (Front, Middle, or Back Office). Deep understanding of asset classes (Equities, Fixed Income, Derivatives) and financial regulations
Proven experience or strong conceptual understanding of LLMs and Agentic workflows (e.g., how agents use tools, memory, and planning to solve tasks)
Strong SQL skills and the ability to work with large datasets. Familiarity with Python for data analysis is a significant plus
Ability to turn ambiguous financial problems into 'Decision Trees' or 'Flow Diagrams' that can be programmed into an agentic framework
The ability to explain 'Stochastic' AI behavior to traditional bankers and 'Capital Markets' complexity to AI engineers
Preferred
Experience with RAG (Retrieval-Augmented Generation) systems specifically for financial documents (10-Ks, Pitchbooks, Prospectuses)
Certifications such as CFA (Level 1+), CBAP (Certified Business Analysis Professional), or specialized AI product certifications
Experience in Agile/Scrum environments working alongside AI research teams
Company
Photon
Photon is a technology corporation that provides Strategy Consulting, Creative Design, and Technology Services to global enterprise.
5001-10000 employees
H1B Sponsorship
Photon 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 (233)
2024 (168)
2023 (236)
2022 (184)
2021 (157)
2020 (249)
Funding
Current Stage
Late StageLeadership Team
Mukund Balasubramanian
Chief Technology Officer
Sanjiv C Lochan
CFO
Recent News
Bangkok Post
2024-05-20
2024-04-02
Company data provided by crunchbase