We improve lives
IDB Invest is the private sector arm of the IDB Group committed to supporting the sustainable development of Latin America and the Caribbean through the private sector. Our mission is to finance, structure, and mobilize capital for companies and projects that support economic growth, resilience, and long-term development across the region.
IDB Invest operates in 26 countries, structured across four geographic regions and three industry verticals: Infrastructure and Energy, Financial Institutions, and Corporates.
As part of its evolving business model, “Originate to Share,” IDB Invest is expanding its capacity to mobilize private capital and scale development impact across Latin America and the Caribbean, supported by a $3.5 billion capitalization from its shareholders. The model strengthens IDB Invest’s ability to originate high-quality assets, structure innovative financial solutions, and connect global capital with opportunities across the region.
About this position
We are looking for an Operational Productivity PEC to support IDB Invest's Business Planning (BPR) team in advancing operational efficiency through automation, artificial intelligence-enabled solutions, and business process transformation. You will play a key role in converting business needs into live, production-ready AI agents and automated workflows that enhance how the organization operates.
You will work closely with BPR and key internal stakeholders to develop business use cases into live production agents and automated solutions, leveraging Microsoft Copilot, Copilot Studio, Power Platform, Databricks, prompt engineering, and integrations between systems. Collaboration with the Information Technology Department (ITA) will be essential to ensure smooth, compliant solution designs aligned with IDB Invest's AI usage guiding principles.
In this role, you will support the end-to-end lifecycle of AI and automation use cases, from requirements gathering and process mapping to solution design, testing, deployment, training, adoption, and continuous improvement. You will engage with business users, technical teams, and senior stakeholders to ensure solutions are practical, scalable, well-documented, and effectively adopted across the organization.
This position offers an opportunity to contribute directly to IDB Invest's digital transformation agenda by enabling the adoption of cutting-edge AI and automation capabilities, while helping teams work more efficiently and strategically in support of the institution's development mission.
What you’ll do
You will support BPR in transforming operational use cases into production-ready automation and AI solutions while enabling user adoption and change management across the organization.
Use Case Transformation and Solution Delivery
- Translate business needs and operational pain points into structured automation, AI, and agent-based use cases.
- Support the prioritization, documentation, and refinement of use cases for development and deployment.
- Develop functional specifications, process flows, and acceptance criteria for solutions.
- Coordinate testing, validation, and iteration cycles with business users and technical teams.
- Support the transition of successful prototypes and pilots into live production agents and automated workflows.
Copilot Studio, Databricks, AI Agents, and Automation
- Design, configure, and deploy agents using Microsoft Copilot Studio and related Microsoft 365 tools.
- Apply prompt engineering techniques to improve the quality, consistency, and usefulness of AI-enabled outputs.
- Databricks knowledge of data ingests, and AI agents development in the platform
- Support the development of automated workflows and business applications using Power Platform capabilities.
- Contribute to integrations between systems to improve data flow, reduce manual work, and enhance operational efficiency.
- Document solution architecture and prepare operational handover and training materials.
Data, Reporting, and Insights
- Support the use of Databricks and related data platforms to enable analytics, automation, and operational reporting needs.
- Collaborate with stakeholders to identify relevant data inputs, outputs, and integration requirements.
- Prepare dashboards, reports, presentations, and executive-ready materials to communicate progress and impact.
- Monitor adoption metrics, user feedback, and solution performance indicators to identify improvement opportunities.
- Analyze operational data to generate insights that inform decision-making and future automation priorities.
User Training, Adoption, and Change Management
- Develop training materials, user guides, quick reference resources, and adoption plans for new agents and automation solutions.
- Deliver bilingual training sessions and demos in English and Spanish for business users and stakeholders.
- Support change management activities to encourage adoption, manage resistance, and reinforce new ways of working.
- Gather user feedback and translate it into actionable enhancements for solution improvement.
- Promote responsible, practical, and user-centered adoption of AI and automation tools across the organization.
Stakeholder Coordination and Communication
- Prepare clear PowerPoint presentations, status updates, and decision materials for meetings and governance discussions.
- Facilitate working sessions to capture requirements, validate assumptions, and align on solution design.
- Maintain organized documentation of use cases, decisions, risks, dependencies, and next steps.
- Support knowledge sharing across teams to scale successful practices and reusable components.
- Coordinate with ITA and other internal partners to ensure solutions align with institutional guidelines and AI governance principles.
What you'll need
Education:
- Master's degree in computer science, Information Systems, Data Science, Engineering, Business Analytics, or a related field.
- Specialized training or certifications in AI, automation, Power Platform, or Microsoft Copilot Studio are highly desirable.
- Continuous learning in emerging AI, prompt engineering, and process automation technologies is valued.
Experience:
- 4 to 8 years of professional experience in automation, AI-enabled solutions, business process transformation, or digital productivity initiatives.
- Demonstrated experience designing, configuring, and deploying agents or automated workflows using Microsoft Copilot Studio, Power Platform, or equivalent tools.
- Hands-on experience applying prompt engineering techniques to improve the quality and reliability of AI-generated outputs.
- Experience working with Databricks or similar data platforms to support analytics, automation, and reporting use cases.
- Proven track record supporting the end-to-end lifecycle of use cases, from requirements gathering through deployment, adoption, and continuous improvement.
- Experience collaborating with business users, technical teams, and senior stakeholders in multicultural or international organizations is a plus.
Languages: Proficiency in Spanish and English, spoken and written, is required. Additional knowledge of French and Portuguese is preferable.
Technical Skills
- Strong proficiency with Microsoft Copilot, Copilot Studio, Databricks, Machine learning, AI tools, and Microsoft 365 productivity tools.
- Solid experience with Power Platform (Power Automate, Power Apps, Power BI) for building automated workflows and business applications.
- Working knowledge of Databricks and related data platforms for analytics and operational reporting.
- Practical skills in prompt engineering and AI solution design for enterprise use cases.
- Experience with system integrations, APIs, and data flow optimization to enhance operational efficiency.
- Ability to document solution architecture, functional specifications, process flows, and acceptance criteria clearly and effectively.
Key Skills
- Strong analytical and problem-solving skills with a structured, user-centered approach to designing solutions.
- Excellent communication and presentation skills, with the ability to engage both business and technical audiences.
- Proven ability to manage multiple priorities, work independently, and deliver results in a fast-paced environment.
- Strong collaboration and stakeholder management skills, including experience working with senior leaders.
- Change management mindset with the ability to drive adoption and reinforce new ways of working.
- Commitment to responsible and ethical use of AI, aligned with institutional guiding principles.
Requirements
Citizenship: You are either a citizenship or a resident with legal permit to work in your country of residency.
Consanguinity: You have no family members (up to the fourth degree of consanguinity and second degree of affinity, including spouse) working at the IDB, IDB Invest, or IDB Lab.
Type of contract and duration
Type of contract: Products and External Services Consultant (PEC)
Period of contract (months): from 6 to 12
Our culture
At the IDB, we work so everyone brings their best and authentic selves to work while finding their purpose. Our people consistently strive for excellence, and we recognize and celebrate the impact of their contributions.
In our efforts to drive innovation, we intentionally include all voices, cultivate a sense of belonging and champion fairness. We welcome individuals from underrepresented groups to join us and share their unique perspectives.
We ensure that individuals with disabilities are provided reasonable accommodations to participate in the job interview process. If you require an accommodation to complete this application, please email us at.
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