Portfolio Analytics, Strategy Specialist – GenAI

PNC

. Build and deploy Microsoft 365 Copilot agents and Copilot Studio solutions .

Posted 11/4/2026full-timeUnited StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in building and deploying Microsoft 365 Copilot agents and solutions, with a strong focus on AI governance, risk management, and financial analytics. Capable of leveraging analytical methods to enhance business strategies and improve performance while ensuring compliance in regulated environments.

Highest-signal resume keywords

Microsoft 365 CopilotCopilot StudioPrompt EngineeringFinancial Services ExperienceAzure OpenAI

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Analytical MethodsRisk ManagementData AnalysisPredictive ModelingBusiness Strategy Development

Soft Skills

Problem-SolvingAttention to DetailCommunication SkillsProject Management

Tools & Technologies

Power PlatformSharePointAzure DevOpsJiraAPIs

Certifications & Qualifications

Microsoft Certifications in Power PlatformMicrosoft Certifications in Azure AI

Industry Keywords

AI GovernanceModel Risk ManagementRegulated IndustryFinancial ReportingOperational Analytics

Tech Stack

Tools & technologies

Azure

About the role

Key responsibilities & impact

Build and deploy Microsoft 365 Copilot agents and Copilot Studio solutions
Partner with business teams to identify GenAI opportunities and turn them into scalable agents
Connect agents to approved repositories
Write and refine prompts and conversation flows
Navigate AI governance, model risk, and intake processes from use-case classification through approval
Test, monitor, and continuously improve agent performance
Document solutions and help users maximize their effectiveness
Champion responsible AI, including transparency, human oversight, and data protection
Stay current on Copilot and GenAI capabilities and bring forward new ideas
Provide financial and regulatory reporting and analyses
Run complex business performance, risk, and operational analytics
Develop analytical methods and models to assess market, credit, and operational risk
Analyze large datasets to improve risk-adjusted returns, deliver profitable growth, and communicate conclusions
Develop, recommend, and implement business strategies that improve portfolio decisions, manage risk, increase revenues, reduce loss exposure, meet business goals, and improve performance
Establish strategy baselines and track actual performance against expectations
Apply predictive models and third-party data to quantify portfolio risks and develop segmentation and targeting for acquisition and portfolio strategies
Manage engagements with internal and external information suppliers while maintaining governance and oversight
Work with business, credit, data, and model development partners to design, develop, and monitor test designs and analytical reporting
Design and enhance standard reporting suites for regular product and portfolio reviews
Collaborate with line of business, Finance, and Risk partners to assess and establish credit risk appetite and related policies and procedures

Requirements

What you’ll need

Bachelor's degree in a technical field or equivalent experience
University/college degree with 5+ years of industry-relevant experience typically required at this level
In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience, including military service, may be considered
Hands-on experience with Copilot Studio, Microsoft 365 Copilot, or similar agent platforms
Working knowledge of Power Platform and SharePoint
Solid grasp of prompt engineering and LLM strengths and limitations
Strong problem-solving skills and attention to detail
Ability to explain technical concepts to non-technical audiences
Ability to juggle multiple projects in a fast-moving environment
Financial services or other regulated industry experience preferred
Familiarity with AI governance or model risk management preferred
Experience with Azure OpenAI, APIs, or custom connectors preferred
Agile experience using Azure DevOps or Jira preferred
Relevant Microsoft certifications in Power Platform or Azure AI preferred
No required certifications or licenses
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position

Benefits

Comp & perks

Medical/prescription drug coverage with a Health Savings Account feature
Dental and vision options
Employee and spouse/child life insurance
Short- and long-term disability protection
401(k) with PNC match
Pension plan
Stock purchase plan
Dependent care reimbursement account
Back-up child/elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select programs fully paid
Robust wellness program with financial incentives
Maternity and/or parental leave
Up to 11 paid holidays each year
9 occasional absence days each year, unless otherwise required by law
Between 15 to 25 vacation days each year, depending on career level
Additional time off based on years of service