Business Analyst - Investment Banking
Position: Business Analyst – Investment Banking + Agentic AI
Location: :Boston, MA (Onsite)
Job type: Fulltime
Job Summary
We are seeking a highly motivated Business Analyst with strong Investment Banking domain expertise and experience working with Agentic AI solutions. The ideal candidate will act as a bridge between business stakeholders and technology teams, driving requirements gathering, process optimization, and the implementation of AI-powered solutions. This role requires a deep understanding of capital markets workflows, business analysis methodologies, and emerging AI technologies to identify and deliver automation and productivity improvements across the organization.
Key Responsibilities
- Partner with Investment Banking, Capital Markets, Operations, Compliance, and Technology teams to understand business objectives and translate them into functional and technical requirements.
- Analyze existing business processes, identify inefficiencies, and recommend improvements through automation and Agentic AI-driven solutions.
- Gather, document, and manage business requirements, user stories, process flows, use cases, and acceptance criteria.
- Collaborate with AI/ML engineers, solution architects, and product teams to design and implement Agentic AI workflows and intelligent automation solutions.
- Evaluate opportunities for AI agents to streamline research, reporting, trade support, client onboarding, reconciliations, regulatory compliance, and operational processes.
- Facilitate workshops, stakeholder interviews, and requirement sessions to define business needs and prioritize initiatives.
- Perform gap analysis, impact assessments, and feasibility studies for AI-enabled transformation projects.
- Support the end-to-end project lifecycle, including requirements gathering, solution design, testing, deployment, and post-implementation support.
- Define KPIs and success metrics to measure business value and operational improvements from AI initiatives.
- Work closely with development and QA teams to validate solutions and ensure requirements are accurately implemented.
- Assist in User Acceptance Testing (UAT), defect management, and production readiness activities.
- Create business process documentation, workflow diagrams, training materials, and executive-level presentations.
- Stay current with emerging Agentic AI technologies, Large Language Models (LLMs), and industry best practices to identify new opportunities for innovation.
- Ensure compliance with regulatory, security, governance, and risk management standards within Investment Banking environments.
Required Qualifications
- 5+ years of Business Analyst experience within Investment Banking, Capital Markets, or Financial Services.
- Strong knowledge of investment banking products, trade lifecycle, front-office, middle-office, and back-office operations.
- Experience working on AI, Generative AI, Agentic AI, or intelligent automation initiatives.
- Expertise in requirements elicitation, process mapping, business process reengineering, and stakeholder management.
- Familiarity with Agile/Scrum methodologies and project delivery frameworks.
- Strong analytical, problem-solving, communication, and documentation skills.
- Experience with tools such as JIRA, Confluence, Visio, Lucidchart, SQL, or similar business analysis tools.
Preferred Qualifications
- Experience with Agentic AI frameworks, LLM-based applications, AI orchestration platforms, or workflow automation tools.
- Knowledge of trade processing, settlements, risk management, regulatory reporting, or client onboarding processes.
- Exposure to cloud platforms and data analytics solutions.
- MBA, CFA, FRM, or relevant financial industry certifications are a plus.
Key Skills: Investment Banking, Capital Markets, Business Analysis, Agentic AI, Generative AI, Requirements Gathering, Process Mapping, Workflow Automation, Agile, UAT, Stakeholder Management, Regulatory Compliance, Trade Lifecycle, Data Analysis.