AI Solutions Analyst

AI Solutions Analyst - Assistant Vice President

Department: Technology Solutions

The Technology Solutions (“TS”) Department is responsible for designing and delivering state-of-the-art technology solutions aimed at creating efficiency, mitigating risk, and growing revenue for the Firm. TS also oversees a robust Cyber Security program adhering to the NIST Cyber Security Framework. We focus on technical excellence through innovative application designs, robust data integration and analytics, high availability infrastructure, and providing gold-level service to our key stakeholders, with information security embedded throughout.

Critical functions within Technology Solutions include Project Management, Vendor Management, Business Analysis, Enterprise Data Governance and Stewardship, Application Development and 3rd Party Integration, and Strategic and Secure Infrastructure and Operations. The department collaborates closely with Firm leadership and business unit heads to develop plans aligned with business objectives.

Position Responsibilities

Technology Solutions is seeking a highly motivated AI Solutions Analyst within the Modern Workplace Team to help advance the Firm’s AI strategy. This role collaborates closely with business and technology stakeholders to identify, shape, and evaluate opportunities where AI can deliver meaningful business value. The AI Solutions Analyst conducts domain analysis, develops rapid proofs of concept, and supports AI initiatives and product evaluations aligned with long-term objectives.

A critical aspect of this role is the ability to deeply understand business challenges and reimagine functions with AI at the center. The successful candidate will bring prior experience delivering AI-enabled solutions and a strong foundational understanding of modern AI systems, patterns, and constraints to ensure proposed solutions are technically feasible. They will clearly convey how redesigned workflows will operate in practice, using proofs of concept, conceptual models, or executive-level artifacts, to guide business partners toward AI-first approaches that effectively address their underlying goals. Ideal candidates will have prior experience in consulting, advisory, or internal transformation roles where they partnered with business leaders to deliver AI-enabled solutions.

Responsibilities Include

Business Analysis & Solution Reimagination

• Serve as the primary Solutions Analyst for AI initiatives, working closely with business stakeholders to deeply understand their processes, challenges, and objectives.
• Assess whether AI is an appropriate solution for a given business problem and identify where it can deliver measurable business value.
• Re-imagine business processes with AI-first approaches, including defining how processes must evolve as AI, automation, or agent-based patterns are introduced.
• Translate business needs into practical, actionable solution concepts grounded in modern AI capabilities and technical feasibility.
• Define solution requirements, assumptions, and success criteria through user stories, process mapping, and stakeholder collaboration, focusing on enabling downstream delivery.

Proof of Concept & Evaluation

• Rapidly develop and iterate on proofs of concept using tools such as Copilot Studio, Power Automate, and AI Foundry to validate solution viability and business impact.
• Evaluate alternative solution approaches and communicate tradeoffs, feasibility, and recommendations to stakeholders.
• Present findings and recommendations to stakeholders and collaborate with business users to secure sign-off.

Project Coordination & Delivery

• Act as the liaison between business stakeholders, the Modern Workplace Team, and other cross-functional partners to ensure seamless project execution.
• Convey solution intent and requirements, facilitate knowledge transfer, and support the team throughout the build process.
• Lead user acceptance testing, coordinate solution launch activities, and partner with Change Management to drive training and adoption.
• Utilize Azure DevOps for tracking, prioritization, and transparency.

Stakeholder Engagement & Communication

• Communicate complex AI concepts, solution designs, and workflow changes clearly to both technical and non-technical audiences at all levels.
• Stay current on emerging AI trends and best practices.

Candidate Requirements

Qualifications & Experience:

• Bachelor’s degree in computer science, business, or a related field is required.
• 7+ years of experience shaping and delivering technology-enabled solutions for complex business problems, ideally within Financial Services or consulting within the financial sector.
• Demonstrated ability to apply AI concepts and patterns to real-world business challenges, with sufficient technical depth to assess feasibility, tradeoffs, and determine appropriate solution approaches, including:
  • GenAI Solutions: Experience with LLM-enabled applications (copilots, summarization, drafting, and Q&A).
  • Automation & Integration: Workflow orchestration, API calls, human-in-the-loop approvals, and content safety guardrails.
  • Evaluation & Guardrails: Prompt testing, safe completions, role-based access, and data minimization.
  • Model Adaptation: Ability to guide or collaborate on model adaptation approaches (e.g., fine-tuning, or prompt-based techniques) for domain-specific terminology and workflows, in partnership with development teams.
  • Agentic patterns & assistants: Understands that many AI solutions require composing multiple patterns (planning, tool use, reflection/verification, and multi-agent orchestration) to achieve reliable outcomes. Can assess which pattern(s) fit a given business problem, define the operating model for the workflow (what AI does vs. what stays human-led), and communicate the design clearly enough for business alignment and developer implementation.
  • Prompt engineering & evaluation: Skilled at task framing, constraints, role instructions, and iterative testing to drive reliable outputs.
  • RAG & enterprise grounding: Understanding when and how to ground LLMs in firm content (indexing/metadata strategy and retrieval quality) to improve accuracy and reduce risk.
  • PoC tooling literacy (not full build): Comfortable building proofs of concept that convey approach to business partners and tech frameworks to the development teams using tools such as Copilot Studio, Power Automate, and AI Foundry.
• Proven experience delivering end-to-end projects at enterprise scale across multiple stakeholder groups, driving measurable business outcomes.
• Excellent interpersonal skills, with a view toward building and maintaining positive relationships between colleagues across technology and business teams.
• An expert understanding of the software development lifecycle, while working with hybrid teams including staff and third-party vendors.
• Ability to translate complex business needs into clear, actionable requirements, user stories, and use cases to support effective solution design and implementation.
• Proactive self-starter with a positive, can-do, and “no job too small” attitude.
• Motivated by a fast-paced, growing, and complex environment.
• Enthusiastic about working in the office and creating a Gold Standard hybrid work culture.

Key skills/competency

• AI Solutions Analyst
• Generative AI
• LLM Applications
• Automation
• Prompt Engineering
• RAG
• Proof of Concept
• Business Analysis
• Technology Solutions
• Financial Services