Automation & Analytics Specialist

We are seeking a highly skilled Automation & Analytics Specialist to design, build, and maintain automation and analytics solutions that enhance efficiency and controls across DTC-related processes. The ideal candidate will have deep expertise in Alteryx, UiPath, and Power BI, applied within financial operations, along with working knowledge of DTC workflows and industry utilities. This role partners with operations subject‑matter experts to translate manual tasks into robust automations and decision‑ready dashboards.

• Solution Design & Delivery
• Build Alteryx Designer workflows and schedule via Alteryx Server to integrate multi-source data, standardize outputs, and enable downstream analytics.
• Develop UiPath automations (Studio/Orchestrator) to extract, validate, and load data from internal systems and industry utilities (including DTC).
• Create Power BI data models, DAX measures, and dashboards that deliver consistent metrics/KRIs for line teams and senior management; publish and govern content through enterprise work spaces.

• Embed auditability, logging, and error‑handling across automations; ensure compliance with data‑handling standards (PII restrictions, role‑based access).
• Partner with process owners to document SOPs, SLAs, and fallback procedures; provide training and socialize changes with end‑users.

• Conduct discovery with DTC/settlements teams to identify automation opportunities and quantify benefits (capacity creation, error reduction, reporting efficiency).
• Present prototypes and production updates; triage enhancement requests and maintain backlog.
• Contribute to Automation Hub use cases and WM Ops communities of practice.
• Share reusable patterns and best practices across Alteryx, UiPath, and Power BI.

• Minimum 1 year in the finance industry, preferably within Wealth Management operations, securities processing, or broker‑dealer operations.
• Alteryx:
  Advanced proficiency with Designer (macros, batch/iterative), Server publishing/scheduling, data governance, performance tuning, and error‑handling.
• UiPath:
  Strong hands‑on experience with Studio/Orchestrator; selectors, queues, REFramework, credential vaults; resilient bot development for web/desktop/API interactions.
• Power BI:
  Deep knowledge of data modeling, Power Query (M), DAX, and visualization best practices; ability to design enterprise‑grade dashboards.
• Working knowledge of DTC / Settlement operations.
• Experience with requirements gathering, backlog management, SDLC documentation, and stakeholder communication.

• Knowledge of KRI frameworks and operational risk/control reporting in Wealth Management Operations.

• Analytical problem solving and large‑scale data wrangling.
• Process redesign and automation mindset.
• Strong communication and stakeholder management across operations and technology.
• Documentation, testing, and change management discipline.

Bachelor’s degree in Finance, Information Systems, Engineering, or related field (or equivalent experience).