AI Strategy & Implementation Associate

AI Strategy & Implementation

• Identify opportunities to deploy AI tools to improve productivity, data analysis, and decision-making across the firm
• Lead implementation of AI-enabled workflows for:
• Financial analysis and modelling automation
• Research and data aggregation
• Presentation and marketing material development
• CRM and business development optimization
• Internal knowledge management and process automation
• Evaluate emerging AI platforms, tools, and vendors relevant to investment banking and healthcare sectors
• Develop best practices, governance frameworks, and training materials for internal AI usage
• Partner with firm leadership to drive adoption and integration of AI initiatives

Cross-Functional Collaboration

• Serve as an internal resource and thought partner on AI innovation
• Work closely with deal teams, marketing, compliance, and operations to implement scalable solutions
• Train and educate team members on new tools and AI-driven workflows

Qualifications Required

• Minimum 3 years of experience as an Investment Banking Analyst
• Strong financial modelling, valuation, and analytical skills
• Demonstrated interest, coursework, certifications, or practical experience in artificial intelligence, machine learning, automation technologies, coding, and programming
• Exceptional attention to detail and organizational skills
• Strong written and verbal communication abilities
• Ability to manage multiple projects in a fast-paced environment
• Entrepreneurial mindset and proactive problem-solving ability

Preferred

• Healthcare investment banking experience
• Experience implementing AI or automation tools in a professional environment
• Familiarity with AI platforms such as large language models, workflow automation tools, or data analytics platforms
• Experience with Python, SQL, data analytics, or automation tools is a plus (not required)
• Exposure to healthcare services, pharma, biotech, or medical technology sectors