AI Solutions Analyst

Description Larson Financial Holdings LLC is seeking a curious, hands-on AI Solutions Analyst to join the Larson Technology Services team. This is an entry-level role for someone early in their career who is excited about generative AI and wants to put it to work solving real business problems in a professional enterprise environment.

The AI Solutions Analyst works with teams across the firm to identify where AI can help. The role builds and configures AI assistants, agents and automations using approved tools; tests them for accuracy and safety; helps colleagues adopt them; and measures the value they deliver.

As a member of the Larson Technology Services team, the AI Solutions Analyst works alongside AI engineers and technology colleagues, gaining broad hands-on experience across AI, automation, data and governance.

Key responsibilities:

AI solution building

• Build and configure AI assistants and agents using approved platforms, such as Microsoft Copilot and Copilot Studio, ChatGPT and Claude.
• Design, write and refine prompts, instructions and knowledge sources so AI tools produce reliable results.
• Build low-code automations and workflows, such as with Power Automate, that connect AI tools to Microsoft 365 and other business systems.
• Support AI engineers on larger AI and integration projects.

Business discovery and requirements

• Work with business teams to understand their work, identify AI use cases and capture requirements.
• Assess each use case for feasibility, value, data sensitivity and risk, and help prioritize the pipeline.

Testing and quality

• Test AI solutions against realistic scenarios, measure accuracy and document known limitations.
• Build human review steps into AI workflows wherever outputs affect clients, finances or regulated activity.
• Monitor solutions after launch, gather feedback and make improvements.

Adoption and enablement

• Train colleagues on AI tools and good prompting practices through short sessions, guides and office hours.
• Provide first-line support for AI tools, and turn common questions into knowledge-base articles.

Measurement and reporting

• Track AI usage, adoption, time saved and other value measures, and report results to leadership.
• Build simple dashboards and reports, such as in Power BI or Excel, and help monitor AI license usage and cost.

Governance and responsible AI

• Follow Larson's AI use policy and data-handling requirements, including the protection of confidential client information.
• Document each AI solution and keep the inventory of AI tools and use cases up to date.
• Work with Compliance and Technology Services colleagues so AI solutions meet security, privacy and recordkeeping requirements.

Requirements

• Bachelor's degree in Computer Science, Information Systems, Data Science, Business Analytics or a related field, or equivalent practical experience.
• 2+ years of relevant experience. Internships, co-ops, capstones and personal AI projects count.
• Hands-on experience with generative AI tools, such as ChatGPT, Claude or Microsoft Copilot, and strong prompting skills.
• Familiarity with Microsoft 365, including Teams, SharePoint, Excel and OneDrive.
• Basic experience with low-code tools, such as Power Automate or Power Apps, or with a scripting language such as Python.
• Strong analytical skills, including working with data in Excel or similar tools.
• Clear written and verbal communication, including the ability to explain AI to non-technical colleagues.
• Sound judgment about accuracy, risk and data privacy when using AI.
• Ability to manage multiple requests, prioritize effectively and follow through.

Preferred qualifications

• Experience with Microsoft Copilot Studio, Azure AI services, or the OpenAI or Anthropic APIs.
• Understanding of AI concepts such as retrieval-augmented generation (RAG), agents and model evaluation.
• Entry-level certifications, such as Microsoft Azure AI Fundamentals (AI-900) or Power Platform Fundamentals (PL-900).
• Experience with Power BI, SQL or other data and reporting tools.
• A portfolio of AI or automation projects.
• Interest in financial services or another regulated industry.

Larson is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.