Project Overview

• Design and implement an AI-driven onboarding and trading assistant to help clients set up accounts, analyze market data and suggest trades using an agentic AI assistant.
• The project targets integration of Microsoft Copilot Studio and Azure OpenAI into an existing .NET backend and Angular 8 frontend.

Responsibilities & Tasks

• Build agent workflows to guide users through account setup, KYC checks, and initial portfolio configuration using agentic prompts and actions.
• Implement market-data analysis modules that ingest data, run models/agents to identify signals, and produce trade suggestions and explanations.
• Integrate the AI assistant with the .NET backend services and the Angular 8 frontend to provide contextual, interactive UI experiences.
• Implement telemetry, logging and feedback loops so the agent can learn from user corrections and supervisor reviews.

Technical Stack & Integration

• Core technologies: Microsoft Copilot Studio, Azure OpenAI, .NET (backend), Angular 8 (frontend).
• Cloud and deployment: design connectors to Azure services, manage secrets, scale inference with Azure OpenAI and follow secure API usage patterns.

Deliverables & Evaluation

• Working prototype of an agentic onboarding/trading assistant integrated end-to-end (UI, backend, AI service).
• Documentation of architecture, data flows, prompt engineering strategies, and security considerations.
• Test cases and evaluation metrics for recommendation quality, user satisfaction, and latency.

Security, Compliance & Data

• Ensure secure handling of PII and financial data, implement role-based access and audit logs for agent actions.
• Design data pipelines to anonymize or pseudonymize datasets used for model testing and validation.

Team & Duration

• Estimated Duration: 4-6 months.
• Team size: 2 interns; close collaboration with backend, frontend and cloud engineers.

How to Apply

• Apply online via: https://secure.collage.co/jobs/finsotech/57794
• Or send your application to recrutementunisie@finlogik.com with the subject line: "PFE Application - TOPIC 2: AI AGENT INTEGRATION IN A ONBOARDING/TRADING PLATFORM"