AI Transformation Analyst (Banking)
91% skill overlap
To add: Trade lifecycle
Your role
AI Business Analyst
BriefYour role
- L3 salary
- Not published yet
- Upcoming dated changes
- 2 changes ahead
What the role does
AI Business Analyst is a role in Data, Analytics & AI. The family covers data analysis, BI, data science, statistics, GIS and master data. The core skill is large language model applications, and the main work is AI and automation and change and project delivery.
Levels
- L1 Starting out
- L2 Independent
- L3 Senior or specialist
- L4 Leads a team or an area
- L5 Leads the function
Full level descriptions and job titles
The EFO level names are the common scale; job titles differ between employers.
| Level | What the work looks like | Typical years | Typical job titles |
|---|---|---|---|
| L1 Starting out | Learns the job; executes defined tasks with supervision | 0-2 | Banks: Analyst, Junior Analyst, Associate (asset servicing), Trainee, GraduateAsset servicers: Junior, Specialist (entry), Officer |
| L2 Independent | Owns a process end to end; trains L1; first contact for the team's clients | 2-5 | Banks: Analyst / Senior Analyst, AssociateAsset servicers: Specialist, Senior Specialist, Senior Officer |
| L3 Senior or specialist | Deep expertise; handles exceptions and change; represents the function in projects | 5-9 | Banks: Senior Associate, AVP, Assistant ManagerAsset servicers: Senior Specialist, Expert, Team Lead (small team) |
| L4 Leads a team or an area | Manages people or a large process; owns budgets or controls; escalation point | 8-14 | Banks: VP, Manager, Senior ManagerAsset servicers: Team Lead, Manager, Head of Section |
| L5 Leads the function | Accountable for the function in a legal entity or region; sets priorities and standards | 12+ | Banks: Director, Executive Director, Managing Director, Head of functionAsset servicers: Head of Department, Director |
Skills
Where the skill weights come from
Each role lists its skills with a tier and a weight. The weights of one role add up to 100 percent.
Source: the EFO role catalogue, built from the ESCO classification and reviewed by the editors.
The percentage is the skill's share of the role; the bars are drawn relative to the anchor skill, which is shown full.
Critical
- Large language model applicationsWeight 13.9%Relevant to you
- Process mapping and redesignWeight 9.3%Relevant to you
- Product discovery and metricsWeight 9.3%Relevant to you
- Requirements gathering and documentationWeight 9.3%Relevant to you
Important and supporting skills 18
Important
- Change management and adoptionWeight 4.7%Relevant to you
- Experiment design and A/B testingWeight 4.7%Relevant to you
- Choosing the right metric for the questionWeight 4.7%Relevant to you
- Stakeholder managementWeight 4.7%Relevant to you
- Professional written communicationWeight 4.7%Relevant to you
- Business case and cost-benefit analysisWeight 4.7%Relevant to you
- Querying data with SQLWeight 4.7%Relevant to you
- Intellectual curiosityWeight 4.7%Relevant to you
- Applied generative AI in office work (prompting, evaluation, governance)Weight 4.7%Relevant to you
Supporting
- Python for data analysisWeight 2.3%Relevant to you
- Machine learning fundamentalsWeight 2.3%Relevant to you
- Project tools (Jira, Asana)Weight 2.3%Relevant to you
- Data protection and privacy law (GDPR, CCPA, DPDP)Weight 2.3%Relevant to you
- Design judgment and trade-offsWeight 2.3%Relevant to you
- Communicating data to non-technical audiencesWeight 2.3%Relevant to you
Useful
- API design and integrationWeight 0.8%Relevant to you
- Visualisation tools (Power BI, Tableau)Weight 0.8%Relevant to you
- Verbal communication and presentingWeight 0.8%Relevant to you
Processes
The work the role takes part in.
What each process covers
- AI and automationMain
- Change and project deliveryMain
Dated changes for this role
- ECB digital euro pilot with 36 payment providersRelevant to you
- AI Act: high-risk rules for credit scoring postponed to December 2027Relevant to you
Salary snapshot
Salary figures are not published yet
The L3 salary range for this role, with its sources, will appear here when the salaries section opens.
Certifications
- Microsoft Power BI Data Analyst PL-300
- Tableau Desktop Specialist
- SnowPro Core
- dbt Analytics Engineering
Concepts to know
Neighbouring roles
Roles that need many of the same skills, by weighted skill overlap, with the skills you would need to add.
Product Owner
47% skill overlap
To add: Prioritisation and roadmapping, Agile delivery (Scrum, Kanban), Leading without formal authority
Your role
Product Owner (Banking)
44% skill overlap
To add: Prioritisation and roadmapping, Agile delivery (Scrum, Kanban), Trade lifecycle
Your role
Business Analyst
42% skill overlap
To add: Functional analysis between business and IT, User acceptance testing coordination, Agile delivery (Scrum, Kanban)
Your role
Business Analyst (Banking)
38% skill overlap
To add: Functional analysis between business and IT, User acceptance testing coordination, Trade lifecycle
Your role
Business Analyst (Insurance)
38% skill overlap
To add: Functional analysis between business and IT, User acceptance testing coordination, Insurance regulation (Solvency II, IDD, NAIC, IRDAI)
Your role
Do this job? Suggest a correction
Sources
- The EFO role catalogue, with skills, levels and processes. How it is built
- ESCO classification of the European Commission (external site)
Business intelligence (BI)Business intelligence is the set of tools and practices that turn data into dashboards and reports for decisions, such as sales, cost, risk or service metrics. Typical tools are Power BI and Tableau, fed by a data warehouse.
Master dataMaster data is the core, shared data about the key entities a business deals with: clients, counterparties, products, accounts, legal entities and employees. It changes less often than transactions and is reused by many processes. Master data management (MDM) keeps one trusted version of it.
Large language model (LLM)A large language model is a neural network trained on very large amounts of text to predict the next word, which lets it answer questions, summarise, translate and write code. LLMs are the most common type of generative AI and of general-purpose AI model under the AI Act.