Moelis & Company · 3 hours ago
AI Business Associate, Information Technology - New York
New York
Full-time
Hybrid
Entry Level
$100K/yr - $115K/yr
3+ years expMoelis & Company is a leading global independent investment bank, and they are seeking a technical, detail-oriented AI Business Analyst (Associate) to shape the future of technology in financial services. This role involves collaborating with stakeholders to translate complex business requirements into AI-driven solutions that enhance productivity and revenue growth.
BankingFinanceFinancial Services
Responsibilities
In partnership with the AVP on the team, you will partner with business stakeholders and IT teams to identify, qualify, and prioritize AI opportunities that enhance decision-making, accuracy, and efficiency
Facilitate workshops, structured interviews, and working sessions with bankers and support functions to understand workflows, pain points, and desired outcomes
Act as a trusted bridge between technical teams and business users, ensuring clear communication and alignment throughout the project lifecycle
Present findings, recommendations, and project updates to cross-functional teams and management, tailoring message and detail to the audience
Own the end-to-end requirements process for assigned AI initiatives, from discovery through sign-off
Document and refine business requirements, user stories, and acceptance criteria for AI-driven solutions
Create and maintain artifacts such as process maps, swim lane diagrams, data flow diagrams, and use-case briefs
Translate complex business needs into actionable technical deliverables for engineering and data science teams and support backlog prioritization in Agile ceremonies where applicable
Analyze existing business processes and data flows to identify bottlenecks, manual work, and automation opportunities
Design workflows and process flows that align business use cases with AI capabilities (e.g., generative AI assistants, intelligent document processing, AI agents)
Collaborate with data scientists and engineers to prototype, test, and deploy AI solutions, providing structured feedback and ensuring business requirements are met
Coordinate and support user acceptance testing (UAT), including test case definition, execution tracking, and defect triage
Ensure solutions are scalable, secure, and aligned with organizational goals, controls, and standards
Define and track KPIs and success metrics for AI use cases (e.g., time saved, accuracy improvements, revenue enablement, error reduction)
Analyze usage patterns, performance metrics, and business outcomes from deployed AI tools; synthesize insights into clear recommendations
Support documentation related to model behavior, data lineage, controls, and explainability in partnership with risk, legal, and compliance teams
Research emerging AI technologies and platforms, especially generative AI, large language models, and workflow automation tools, and assess their applicability to investment banking workflows
Benchmark Moelis initiatives against external market trends and best practices in AI for financial services
Contribute to internal best practices, playbooks, and templates for AI business analysis
Help develop training materials, demos, and change management plans to drive adoption and AI literacy across the firm
Qualification
Required
Bachelor's Degree required, with preferred emphasis in Information Systems, Data Science/Analytics, Computer Science, Finance or related field
3+ years of experience as a Business Analyst or similar role
Excellent communication and stakeholder management abilities; able to influence, synthesize input from multiple parties, and drive alignment
Strong analytical and problem-solving skills; able to turn qualitative and quantitative data into clear insights and action
Advanced skills in Microsoft Excel, PowerPoint, and Word, including building structured analyses and executive-ready presentations
Experience working with Python (and ideally SQL or data analytics tools such as Power BI or Tableau) to explore data, run analyses, or prototype solutions
Familiarity with generative AI tools, large language models, or automation platforms (e.g., ChatGPT, Copilot, Gemini, Power Automate, UiPath) and an understanding of how they can be embedded in business workflows
Understanding of core software delivery concepts (e.g., Agile, backlog management, UAT, release planning)
Proactive, 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 initiatives, deadlines, and stakeholder groups
Collaborative team player who builds strong relationships across technology, business, and control functions
Creative, curious, and comfortable challenging the status quo to design better processes and solutions
Preferred
Experience within financial services industry preferred, however, candidates from all backgrounds will be considered
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