Portfolio Analytics & Strategy Specialist - GenAI

PNC • Raleigh, NC

1d • Onsite

About The Position

At PNC, employees work together to deliver a strong customer experience and contribute to an inclusive workplace. The Portfolio Analytics & Strategy Specialist works within PNC's Financial Risk & Operational Quantitative Strategy organization and is based in Pittsburgh, Pennsylvania; Raleigh, North Carolina; or Charlotte, North Carolina. The role focuses on building and deploying Microsoft 365 Copilot agents and Copilot Studio solutions to streamline business work. It partners with business teams to identify generative AI opportunities and create scalable agents connected to approved repositories. The specialist develops prompts and conversation flows, works through AI governance and model-risk processes, and tests, monitors, documents, and improves solutions while promoting responsible AI practices.

The broader position description also covers financial and regulatory reporting, business performance and risk analytics, and portfolio strategy. The role analyzes large datasets and applies predictive models and other tools to quantify portfolio risks, improve risk-adjusted returns, and support profitable growth. It develops and implements strategies, establishes baselines and tracks performance, manages information-supplier engagements, collaborates with business, credit, data, model-development, Finance, and Risk partners, and supports credit risk appetite policies and reporting.

PNC describes itself as an in-office company. The posting identifies Pittsburgh, Raleigh, and Charlotte as locations and encourages candidates to discuss workplace expectations with their recruiter and hiring manager. PNC will not provide employment-visa sponsorship or participate in STEM OPT for this position.

Requirements

• Bachelor's degree in a technical field or equivalent experience; the broader qualifications section lists a bachelor's degree and permits a comparable combination of education, job-specific certifications, and experience in lieu of a degree.
• Hands-on experience with Copilot Studio, Microsoft 365 Copilot, or similar agent platforms.
• Working knowledge of Power Platform and SharePoint.
• Solid understanding of prompt engineering and the strengths and limitations of large language models.
• Strong problem-solving skills and attention to detail.
• Ability to explain technical concepts to non-technical audiences.
• Ability to manage multiple projects in a fast-moving environment.
• Typically, a university or college degree and 5 or more years of industry-relevant experience; comparable education, job-specific certification, and experience may be considered in lieu of a degree.
• Competencies include analytical approach, banking products, big data management and analytics, business analytics, credit risk, mathematics of financial instruments, operational risk, performance measurement, predictive analytics, pricing models and analytics, financial-services regulatory environment, and banking risk management.

Nice To Haves

• Financial services or other regulated-industry experience.
• Familiarity with AI governance or model risk management.
• Experience with Azure OpenAI, APIs, or custom connectors.
• Agile experience using Azure DevOps or Jira.
• Relevant Microsoft certifications in Power Platform or Azure AI.

Responsibilities

• Build and deploy Microsoft 365 Copilot agents and Copilot Studio solutions to streamline business work.
• Partner with business teams to identify generative AI opportunities and develop them into scalable agents.
• Connect agents to approved repositories.
• Write and refine prompts and conversation flows to support accurate, consistent agent responses.
• 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 make effective use of them.
• Promote responsible AI practices, including transparency, human oversight, and data protection.
• Stay current on Copilot and generative AI capabilities and bring forward new ideas.
• Provide financial and regulatory reporting and analyses to maintain controls over reporting processes.
• Run complex business performance, risk, and operational analytics; develop analytical methods and models to assess risk where applicable.
• Analyze large datasets to improve risk-adjusted returns, support profitable growth, and communicate conclusions.
• Develop, recommend, and implement strategies that improve business and portfolio decisions, manage risk, increase revenue, reduce loss exposure, meet business goals, and improve performance.
• Establish strategy baselines and track actual performance against expectations.
• Apply predictive models, third-party data, and other tools to quantify portfolio risks and develop and execute segmentation and targeting for acquisition and portfolio strategies.
• Manage engagements with internal and external information suppliers, ensuring solutions are fit for purpose and subject to appropriate 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, understand its implications, and establish related policies and procedures.
• Assess and manage risks associated with business objectives and activities in accordance with PNC's Enterprise Risk Management Framework.

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level