About the Role
A leading financial services organization is driving enterprise-wide AI adoption, starting with Finance. This role will bridge business and technology teams to deliver practical AI agent solutions that create measurable impact.
You will play a hands-on role in shaping AI use cases, managing stakeholders, supporting delivery, and driving adoption within a structured transformation program.
Key Responsibilities
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Partner with Finance and business units to identify and prioritize high-impact AI use cases.
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Translate business needs into clear requirements, user stories, and acceptance criteria.
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Define practical, well-scoped AI agent solutions aligned with business priorities.
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Facilitate workshops and manage stakeholder expectations with an MVP mindset.
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Design and optimize prompts (English & Chinese) and refine AI agent configurations.
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Establish governance, guardrails, and usage standards.
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Support sprint planning, backlog management, testing (UAT), and validation.
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Track delivery progress, risks, service quality, and adoption metrics.
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Collaborate with Technology teams on system and API integration.
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Plan and support go-live activities including training, communications, and documentation.
Qualifications
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3-5 years’ experience as a Business Analyst, preferably in insurance or financial services.
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Degree in Business, Finance, Computer Science, or related disciplines.
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Hands-on experience applying AI tools in business settings strongly preferred.
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Strong documentation skills (BRD, user stories, acceptance criteria).
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Ability to write structured prompts in English and Chinese.
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Familiarity with JIRA, Confluence, Microsoft 365, or workflow tools is advantageous.
