Knowledge Management Associate
Core
Designing and implementing automation solutions and knowledge management strategies to improve operational efficiency and knowledge flow within Transfer Agency departments.
Role type
Knowledge Management Associate (Process Automation & KM)
Builds
Technology-enabled tools, automations, SharePoint sites, workflows, and knowledge-sharing resources for internal business partners.
Domain
Financial Services / Investment Management / Transfer Agency
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Process improvement, automation design, knowledge management strategy, stakeholder liaison, project management, technical writing, content auditing, training support, communication, research
Preferred skills
Transfer Agency experience, financial markets knowledge, Articulate 360, eGain, Microsoft Office, technical writing, financial industry certification
Technologies
SharePoint, Articulate 360, eGain, Microsoft Office
Responsibilities
Identify manual processes and design automation solutions; administer knowledge-sharing technologies; consult on knowledge requirements; coordinate testing of knowledge tools; act as liaison to internal business partners; create training documentation and content audits; manage TKM projects and deliverables.
Seniority
Entry-level to Mid-level, hands-on IC
