AI Business Analyst; Assistant Vice President

Position: AI Business Analyst (Assistant Vice President)
Position Information

Hiring Manager:

Senior Director

Department:

Technology Solutions

Department Overview

The Technology Solutions ("TS") Department is responsible for designing and delivering state of the art technology solutions that are designed to create efficiency, mitigate risk and grow revenue for the Firm. Technology Solutions is also responsible for defining, managing and executing a robust Cyber Security program following the NIST Cyber Security Framework. Technology Solutions focuses on technical excellence through innovative application designs, robust data integration and analytics, high availability infrastructure and gold level service for 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, Strategic and Secure Infrastructure and Operations. The Technology Solutions Department collaborates closely with Firm leadership and business unit heads to develop plans in line with business objectives.

Position Responsibilities

TS is seeking a highly motivated strategic Business Analyst within the Modern Workplace Team to help advance the Firm's AI strategy. This role is focused on close collaboration with our business and technology stakeholders to identify and shape opportunities where AI can deliver meaningful business value. The Business Analyst will play a pivotal role in conducting domain analysis, developing rapid proofs of concept, defining the art of the possible and executing AI projects and product evaluations in alignment with long term objectives.

Responsibilities include:

* Business Analysis & Solution Reimagination

* Serving as the primary Business Analyst for AI initiatives, working closely with business stakeholders to deeply understand their processes, challenges and objectives

* Identifying and assessing opportunities where AI can deliver measurable business value

* Translating business needs into practical, actionable solution concepts grounded in AI technologies

* Collecting, documenting and refining requirements through user stories, process mapping and stakeholder interviews

* Proof of Concept & Evaluation

* Rapidly developing and iterating on proofs of concept using tools such as Copilot Studio, Power Automate and AI Foundry to validate solution viability and business impact

* Presenting findings and recommendations to stakeholders and collaborating with business users to secure sign-off

* Project Coordination & Delivery

* Acting as the liaison between business stakeholders, the Modern Workplace Team and other cross-functional partners to ensure seamless project execution

* Conveying requirements, facilitating knowledge transfer and supporting the team throughout the build process

* Leading user acceptance testing, coordinating solution launch activities and partnering with Change Management to drive training and adoption

* Monitoring project progress, resolving issues and ensuring that solutions meet agreed-upon business outcomes

* Utilizing Azure Dev Ops for tracking, prioritization and transparency

* Stakeholder Engagement & Communication

* Communicating complex concepts clearly to both technical and non-technical audiences at all levels

* Staying current on emerging AI trends and best practices

Candidate Requirements

Qualifications &

Experience:

* Bachelor's degree in computer science, business or related field is required

* 7+ years of experience in a business or process analysis role with a focus on technology enablement, ideally within Financial Services

* Demonstrated understanding of enterprise GenAI technologies 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 fine tuning of pretrained models for domain-specific terminology and workflows using curated datasets

* Agentic patterns & assistants:
Working knowledge of agent design (goal decomposition, tool use and human‑in‑the‑loop) and when to apply assistants for summarization, drafting, research and orchestration (e.g., Copilot Studio)

* 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…