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The Finance Data and AI Office (DART) delivers trusted data, analytics, and AI enabled solutions across Finance, Risk, and Treasury. This role sits within the Automation, Analytics & AI pillar and focuses on building practical, scalable solutions that address real finance challenges end to end—from problem framing and solution design through deployment and adoption—including data governance and internal control capabilities that align to regulatory expectations and standards.
Who we are looking for
The ideal candidate combines strong analytical thinking with business curiosity and judgment and can thoughtfully apply emerging AI capabilities and low ‐ code/no ‐ code tools to build data solutions with tangible Finance outcomes—improving insight quality, controls, efficiency, and decision ‐ making.
What you will be responsible for:
Build Agentic AI & Copilot Solutions for Finance
• Design and deliver agent ‐ based workflows that can plan, reason, and execute tasks across finance processes (with appropriate human oversight and controls).
• Implement solutions that use LLM copilots for finance narratives, variance explanations, exception triage, and root ‐ cause analysi s
• Combine AI reasoning with deterministic logic (rules, thresholds, accounting constraints, materiality) to ensure reliability in controlled environments
Prompt Engineering & Context Design (Finance ‐ Grade)
• Create and refine prompts grounded in finance context (e.g., P&L, cost centers, accounting rules, materiality thresholds) and structure outputs for decision ‐ making.
• Build reusable prompt patterns, evaluation approaches, and guardrails to reduce hallucinations and increase consistency.
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
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Job Application Disclosure:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Global financial services and bank holding company.
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