AI Enablement Specialist at Jefferies in New York, NY

Summary: Jefferies is a leading global investment banking and capital markets firm, and they are seeking an AI Enablement Specialist to support the adoption of AI tools within the Equity Research department. The role involves designing training materials, collaborating with analysts, and assisting in the evaluation of new AI tools to enhance business outcomes. Responsibilities: - Design AI training materials and create digestible guides for research workflows - Work directly with lead analysts and their teams to help drive adoption through targeted education and problem solving - Collect department feedback to identify useful AI applications and unmet needs - Use no-code and low-code tools to implement bespoke AI workflows and frameworks - Assist in evaluating new AI tools, monitoring the vendor landscape, and driving pilots - Track usage metrics and translate observations into training and strategy updates Required Qualifications: - Strong understanding of GenAI applications and their composition; working knowledge of AI models and how they differ. For example, the following concepts should all resonate: Context Window, RAG, Chain of Thought, Structured vs Unstructured Data, MCP - Strong interest in AI enablement, change management, and strategy - Good communication (both written and verbal) and collaboration skills; ability to translate between and adapt to technical and non-technical stakeholders - Demonstrated prompt and context engineering skills - Interest in investment research and capital markets Preferred Qualifications: - 1-2 years of experience in capital markets-focused role, preferably equity research - Experience using M365 Copilot, Claude Enterprise, OpenAI Enterprise, or similar enterprise AI tools; finance-focused AI tools such as AlphaSense, Rogo, Hebbia - Track record of evaluating AI tools and platforms - Familiarity with equity research workflows and data sources Required Skills: GenAI applications knowledge, AI model understanding, Change management Important Skills: Prompt engineering, Investment research interest, Collaboration skills Nice-to-Have Skills: M365 Copilot experience, AI tools evaluation, Equity research familiarity Benefits: Medical, dental & vision coverage, 401(k), Life, accident, and disability insurance, Wellness programs, Paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, Paid parental leave