CareerPlan

Core Ops Business Optimization & Solutions Analyst

Charlotte, USFull-time$108k2026-09-08 → 2026-11-10

Core

Transform complex operational challenges into practical, sustainable solutions by analyzing processes, documenting requirements, and designing business-owned solutions including agentic workflows.

Role type

Senior IC business optimization and solutions analyst

Builds

Business-owned solutions, agentic workflows, and modernized legacy systems for Core Operations

Domain

Financial services (mutual funds, investment management) + Microsoft Power Platform

Required skills

Business systems analysis, data enablement, visualization, workflow automation, solution testing, documentation, root-cause analysis, requirements gathering, change management, lifecycle planning

Preferred skills

SQL, Python, APIs, GitHub Copilot, Copilot Cowork, knowledge of mutual funds, agile, business process mapping, design thinking, business analysis

Technologies

Microsoft Power Platform (SharePoint, Power Automate, Power Query, Power BI, Copilot Studio), Microsoft 365, Excel, Teams, SQL, Python, GitHub Copilot, CoPilot Agents

Responsibilities

Lead improvement initiatives and manage scope/milestones for small to medium projects; troubleshoot production and technology issues; connect data, process, and technology to enable reliable access and analysis; build governed, sustainable solutions with appropriate documentation and testing; coordinate fixes with business and technology partners; modernize legacy solutions and promote repeatable patterns.

Seniority

Senior, hands-on IC