Lead Analyst Digital Accelerator
Core
Lead prioritization, reporting, and process automation for Investment/Investment Services departments using Alteryx and other tools.
Role type
Senior IC process automation analyst (investment services)
Builds
Process automation roadmaps, system enhancements, and documentation standards for investment operations
Domain
Financial services / Investment administration
Required skills
Securities operations experience, Accounting experience, Software development background, Advanced Excel, Project management, Alteryx, Process automation, Cross-functional collaboration, Mentoring
Preferred skills
None stated
Technologies
Alteryx, Excel, Project management tools
Responsibilities
Lead monthly meetings with department managers to align priorities; Maintain project prioritization lists and track accomplishments; Report quarterly to senior leaders on automation roadmap and status; Research and propose best practice process automation; Develop documentation standards for Alteryx and other applications; Mentor team members to grow experience and efficiency; Partner with IT to define and execute tactical steps for technical vision; Lead automation and internal process modernization projects.
Seniority
Senior, hands-on IC
