Moelis & Company · 13 hours ago
AI, Business Analyst, Information Technology - New York
New York
Full-time
Onsite
Entry Level
$90K/yr - $100K/yr
1+ years expMoelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base. They are seeking an AI Business Analyst to help shape the future of technology in financial services by translating business needs into practical AI solutions and collaborating with stakeholders to enhance decision-making and efficiency.
BankingFinanceFinancial Services
Responsibilities
Partner with business stakeholders and IT teams to identify opportunities where AI can enhance decision-making, accuracy, and efficiency
Act as a bridge between technical teams and business users, ensuring clear communication and alignment throughout projects
Assist in preparing findings, documentation, and project updates
Support the identification, documentation, and refinement of business requirements for AI-driven solutions
Participate in workshops, interviews, and working sessions with bankers to understand their workflows, pain points, and information needs
Translate business needs into actionable technical deliverables for engineering and data science teams
Analyze existing business processes to identify bottlenecks, manual tasks, and automation opportunities
Collaborate with data scientists and engineers to prototype, test, and iterate AI solutions (e.g., generative AI assistants, classification models, workflow automation)
Coordinate user acceptance testing (UAT), organize feedback sessions, and capture enhancement requests
Support the creation of user guides, training materials, and demos to drive adoption
Help define KPIs and success metrics for AI use cases (e.g., time savings, accuracy, revenue enablement, user satisfaction)
Support performance measurement and usage tracking for deployed AI solutions and summarize findings for stakeholders
Assist with documentation related to data quality, model governance, and controls in partnership with risk, legal, and compliance teams
Research emerging AI technologies (especially generative AI and automation platforms) and assess their relevance to investment banking workflows
Benchmark internal initiatives against external best practices and market trends in AI for financial services
Qualification
Required
Bachelor's Degree required, with preferred emphasis in Information Systems, Data Science/Analytics, Computer Science, Finance, or related field
1+ of experience as a Business Analyst, Data Analyst, or in a related technical or operations role
Strong analytical and problem-solving abilities; able to turn data and qualitative input into clear insights and recommendations
Excellent written and verbal communication skills; able to explain technical concepts in simple, business-friendly language
Comfort working with data in Excel or similar tools to structure analyses and summarize findings
Solid proficiency with Microsoft Office (Excel, PowerPoint, Word); experience building clear, executive-ready materials
Self-starter with a growth mindset, comfortable operating in a fast-paced, evolving environment with shifting priorities
High attention to detail and strong organizational skills; able to manage multiple workstreams simultaneously
Collaborative team player who builds strong relationships with stakeholders across technology and the business
Curious, creative, and comfortable asking questions to deeply understand processes and requirements
Preferred
Experience within financial services or professional services
Basic familiarity with Python, SQL, or data analytics tools (e.g., Power BI, Tableau)
Familiarity with generative AI tools and large language models (e.g., ChatGPT, Copilot, Gemini)
Exposure to concepts such as prompt design, retrieval-augmented generation (RAG), or workflow automation platforms
Company
Moelis & Company
Moelis & Company is an investment bank that provides innovative strategic advice and solutions to a diverse client base.
1001-5000 employees
H1B Sponsorship
Moelis & Company 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 (47)
2024 (39)
2023 (13)
2022 (16)
2021 (6)
2020 (18)
Funding
Current Stage
Public CompanyTotal Funding
unknown2014-04-16IPO
Leadership Team
Anuj Mathur
Managing Director
Carl Torrillo
Executive Director
Recent News
Company data provided by crunchbase