We are passionate about our business and our culture, and are seeking individuals with that same drive.
AI Business Analyst (Associate), Information Technology
Level: Associate
Location: New York, NY (hybrid)
Job Description
If you are passionate about shaping the future of technology and making a meaningful impact in financial services, we want to hear from you. Moelis is seeking a technical, detail-oriented Business Analyst (Associate) who thrives at the intersection of business strategy and technology execution. This is a hands-on role designed for someone who excels at collaborating with diverse stakeholders, translating complex requirements into actionable plans, and delivering innovative, high-impact solutions.
As an AI Business Analyst, you will be a key contributor in building and scaling an AI platform designed to equip the business with tools to unlock more productivity and revenue growth. Your work will drive meaningful business impact and help define Moelis’s target state. In this role, you’ll act as the critical link between technical capabilities and business objectives, translating requirements, evaluating use cases, and ensuring seamless alignment between IT delivery teams and front-office, middle-office, and support functions.
As part of a lean, high-impact team, you will have significant early responsibility and direct exposure to senior leadership. You will collaborate closely with business users, data scientists, and engineers to design and implement AI-driven solutions that transform how the firm operates. You will identify business opportunities, gather and document requirements, and develop workflows across platforms. This role combines product strategy, solution architecture, stakeholder engagement, and process optimization. The ideal candidate is a proactive problem-solver with strong technical skills, someone who can turn complex ideas into scalable, practical enterprise solutions that deliver measurable impact.
Why this Role Exists
Moelis is evolving its AI strategy to drive productivity, efficiency, and growth. Our vision is to deliver governed, banker-grade analytics and agentic capabilities across the firm. To achieve this, we need an Associate who can:
Connect evolving business needs with AI and automation capabilities
Lead requirements and solution design for priority AI use cases
Help ensure that deployed solutions are adopted, measured, and compliant with controls
If you can turn ambiguous, complex business requirements into clear, data-informed process flows and scalable AI solutions, we’d like to speak with you.
Key Responsibilities
Co-Lead Stakeholder Collaboration
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.
Requirements Gathering & Execution
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.
Solution Design & Implementation
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.
Measurement, Governance, and Risk
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 explain ability in partnership with risk, legal, and compliance teams.
Thought Leadership & Enablement
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.
Qualifications & Experience
Education
Bachelor’s Degree required, with preferred emphasis in Information Systems, Data Science/Analytics, Computer Science, Finance or related field
Professional Experience
3+ years of experience as a Business Analyst or similar role
Experience within financial services industry preferred, however, candidates from all backgrounds will be considered
Skills & Competencies
Core Skills
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.
AI, Data, and Technical Skills
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).
Leadership & Ways of Working
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.
Target Salary Range: $100,000 - $115,000
Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis & Company’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The Firm serves its clients with over 1,300 employees based in 23 offices in North and South America, Europe, the Middle East, Asia and Australia.
We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.
We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.