Platform Operations & Automation Analyst Consultant
Core
Front-line business-facing support for finance applications, systematically automating manual work via AI agents and workflows to improve data quality and enable self-service.
Role type
Senior IC Platform Operations & Automation Analyst
Builds
AI-powered knowledge skills, agents, and automated workflows for finance data cleanup and issue resolution
Domain
Alternative investment management / Finance technology
Deliverable
production ML models
Required skills
Generative AI tools (Claude, ChatGPT), SQL, data analysis, application support, root cause analysis, Jira, Confluence
Preferred skills
Investment analysis, asset management, fund accounting, investor/LP administration, finance operations platforms (Investran, iLevel, Salesforce, DealCloud)
Technologies
Claude, ChatGPT, Jira, Confluence, SQL
Responsibilities
Triage and resolve business-facing support requests; identify patterns in recurring issues to automate; build and maintain AI skills/agents; coordinate cross-team data remediation; monitor data flows; support UAT and regression testing
Seniority
Mid-level, hands-on IC