What are the responsibilities and job description for the AI & Data Solutions Analyst position at Westcore Management LLC?
Westcore is a fully-integrated commercial real estate investment company with institutional scale and capabilities that operates with the speed and adaptability of opportunistic entrepreneurs. Westcore has a dynamic track record of real estate investing going back to its founding in 2000. We focus on well-located industrial properties in the United States. We are a vertically integrated company with expertise in all facets of real estate investment management: acquisitions, finance, asset management, leasing, construction, and building operations.
To better support our IT Department with the anticipated doubling of our portfolio over the next few years, Westcore is seeking a technically fluent, AI-forward data engineer and solutions architect to build and own the next-generation data and AI platform that powers how our organization accesses, analyzes, and acts on commercial real estate data. This role is the builder behind Westcore's "talk to your data" initiative.
POSITION SUMMARY
You will architect and implement Microsoft Fabric/OneLake as our centralized data platform, build governed ingestion pipelines from Yardi, SharePoint, CoStar, GreenStreet, Argus, and other CRE systems, and develop AI agents and natural language interfaces that enable business users to query the portfolio without writing a single line of code or opening a dashboard. You will work directly with IT, FP&A, and other stakeholders to define data requirements and ensure the platform delivers reliable, governed, AI-ready data.
CORE ROLES & RESPONSIBILITIES:
- Architect and implement Microsoft Fabric/OneLake as Westcore's centralized, cloud-native data platform.
- Build governed ingestion pipelines from Yardi and Data Freedom, SharePoint, Argus, CoStar, GreenStreet, Measurabl, and other CRE data sources.
- Design and deploy AI agents and natural language interfaces using the Microsoft Copilot and Azure AI stack governed within Westcore's Microsoft 365 tenant.
- Implement schema validation, business rule enforcement, and data quality monitoring at the ingestion layer.
- Serve as the platform engineering partner to analysts, define and maintain the data foundation that BI reporting consumes.
- Champion AI and emerging technology adoption within enterprise-governed, security-first boundaries.
- Maintain access controls, audit trails, and data governance standards across all platform components.
- Train end-users on AI tools and natural language interfaces
PRIMARY DUTIES: (The list below is not comprehensive, and priorities will change on a day-to-day basis)
Data Infrastructure & Integration (35–45%)
- Architect and implement Microsoft Fabric/OneLake as Westcore's centralized, cloud-native data platform including Lakehouses, Delta tables, Dataflow Gen2 pipelines, and DirectLake semantic model configuration.
- Build governed ingestion pipelines from Yardi ERP (via DataFreedom SQL abstraction layer and/or MCP), SharePoint (Excel templates, PDFs), Argus, CoStar, GreenStreet, Measurabl, and other CRE data sources.
- Implement schema validation, business rule enforcement, and data quality monitoring at the ingestion layer, ensuring that only validated, approved data is promoted to the authoritative OneLake layer.
- Design data models that normalize and contextualize information across disparate systems, aligned with the DataFreedom property master as the referential integrity anchor.
- Establish and maintain data governance standards, documentation, data lineage tracking, and change management processes.
- Migrate Power BI semantic model from on-premises gateway (WDSSRV) to cloud-native Fabric refresh, eliminating a single point of failure.
AI Agent Development & Automation (35–45%)
- Design and deploy AI agents and natural language interfaces using the Microsoft Copilot and Azure OpenAI stack (Azure AI Search, Azure OpenAI Service, Copilot Studio, Power Automate), governed within Westcore's Microsoft 365 tenant with no external data transmission.
- Build and maintain the Ask AI agents (Teams Outlook integration), connecting it to the Azure AI Search vector index over OneLake Delta tables and SharePoint metadata-tagged documents.
- Build API integrations and custom connectors enabling AI systems to query structured (OneLake) and unstructured (SharePoint metadata-tagged documents) data sources.
- Develop automated workflows for recurring report distribution, data collection, validation notifications, and business processes using Power Automate and Python.
- Evaluate, pilot, and operationalize emerging AI capabilities within the Microsoft 365 and Azure ecosystem, maintaining an enterprise-governed, security-first approach.
Platform Security & Governance (Ongoing)
- Implement and maintain access controls for OneLake workspaces and Azure AI Search indexes, inheriting Entra ID security groups and Conditional Access policies.
- Ensure all AI-generated outputs are scoped by user authorization, security trimming enforced at the query layer, not just the UI.
- Maintain audit trail integrity via Delta table versioning in OneLake.
- Work with IT leadership to ensure all data pipelines, AI agents, and integrations comply with Westcore's data governance, privacy, and security standards.
Business Intelligence Support (10–20%)
- Serve as the data platform partner to the Senior BI Analyst, define upstream data requirements, validate semantic model inputs, and resolve data quality issues at the source.
- Maintain and enhance existing Power BI dashboards as needed during platform transition.
- Support Copilot for Power BI enablement on the Fabric-hosted semantic model.
- Train end-users on AI tools, natural language interfaces, and new platform capabilities
DESIRED SKILLS AND EXPERIENCE:
- Bachelor's degree in Computer Science, Information Systems, Data Engineering, Data Analytics, or related field.
- 3–6 years of professional experience in data engineering, analytics engineering, or a BI/data platform role with a strong engineering component.
- Demonstrated experience building production data pipelines on cloud-native platforms (Microsoft Fabric, Azure Data Lake, Databricks, or equivalent).
- Hands-on experience building AI-powered applications or agents using LLMs, beyond basic prompting, including RAG architecture, vector search, API integration, or Copilot Studio/custom agent development.
- Commercial real estate, real estate finance, or related industry experience preferred but not required.
- Strong understanding of data architecture, data modeling, and ETL/ELT processes.
- Experience building API integrations and automated workflows.
DESIRED TECHNICAL SKILLS:
- Microsoft Fabric / OneLake: Lakehouse architecture, Dataflow Gen2, Fabric Pipelines, Delta tables, DirectLake semantic model configuration.
- SQL: Advanced query writing, data modeling, understanding of relational and columnar database structures.
- Python: Data engineering and automation scripting (pandas, requests, pyarrow, API integration); ability to write clean, documented, maintainable code.
- AI Platforms: Hands-on experience with Azure OpenAI Service, Azure AI Search (vector hybrid search), Copilot Studio, or equivalent enterprise-governed LLM platforms.
- Power BI: Dashboard development, DAX, Power Query, semantic model administration.
- Power Automate: Complex workflow automation and system integration.
- APIs: REST API design and consumption; ability to build and maintain custom connectors.
- Version Control: Git/GitHub.
STRONGLY PREFERRED:
- Experience with SharePoint Premium (Syntex / Content AI): document classification, metadata extraction, content processing.
- Familiarity with CRE data systems: Yardi, DataFreedom, CoStar, Argus, GreenStreet, or Measurabl.
- Understanding of enterprise data governance frameworks, data lineage, and stewardship models.
- Experience with Azure Entra ID, security group-based access control, and data security trimming in AI search contexts.
- Microsoft Fabric DP-600 certification (or willingness to obtain).
CORE COMPETENCIES:
- Builder mindset: move from whiteboard to working system without perfect requirements.
- Security and governance forward: design access controls and audit trails in.
- Domain learner: curiosity and the ability learn and translate CRE business context into data architecture are required.
- Cross-functional collaborator: work closely with multiple stakeholders
- Translate technical constraints into plain language.
- Disciplined and documented: pipelines, agents, and integrations can be maintainable by others; documentation is part of the deliverable.
MISSION
Utilize our expertise and experience to recognize market inefficiencies, quickly deploy capital and talent to act on opportunities, deliver superior outcomes to stakeholders, and strive for excellence in everything we do.
CORE VALUES
Westcore values its employees and works to create an environment where professional and personal growth can be achieved. We look for motivated individuals who share our commitment to excellence. Our employees are supported by an environment where mentoring is encouraged, and where tools and resources to succeed are readily available. Our company lives by its values, treating each other with respect and consideration at all times.
- Integrity: We behave ethically, honestly and respectfully.
- Excellence: We execute brilliantly. We are accountable for our performance and deliver high quality results.
- Teamwork: We are a group of people with diverse talents working to produce positive synergistic results.
- Balance: We work hard while embracing our commitment to family, friends and community.
- Commitment: We foster a culture of service, responsiveness, accountability, and professionalism.
Compensation: $100,000 - $130,000 annually DOE 10% Bonus Eligibility. Competitive Healthcare Coverage, Multilayered Vacation, & 401K offerings.
Salary : $100,000 - $130,000