Operations AI Analyst

The Operations AI Analyst is a technically minded problem solver who helps departments work smarter by improving the systems, processes, and workflows they rely on every day.

Working as part of the Operations team, this role partners across the organization to understand how work gets done, identify friction and inefficiencies, and build practical solutions using business systems, AI, automation, and process improvement.

This is not a traditional software development position. While technical aptitude is important, success in this role is less about writing code and more about understanding a problem, breaking it down, learning the tools available, and figuring out the best way to solve it.

The ideal candidate is curious, adaptable, and eager to learn. They may come from software development, business operations, systems administration, analytics, or another technical discipline. We care less about having worked with every tool on day one and more about finding someone who is smart, hungry, humble, and capable of quickly learning how technology can improve the business.

This position offers significant room to grow as the individual develops deeper expertise in our business, systems, automation, and AI capabilities.

The Operations AI Analyst is a technically minded problem solver who helps departments work smarter by improving the systems, processes, and workflows they rely on every day.

Working as part of the Operations team, this role partners across the organization to understand how work gets done, identify friction and inefficiencies, and build practical solutions using business systems, AI, automation, and process improvement.

This is not a traditional software development position. While technical aptitude is important, success in this role is less about writing code and more about understanding a problem, breaking it down, learning the tools available, and figuring out the best way to solve it.

The ideal candidate is curious, adaptable, and eager to learn. They may come from software development, business operations, systems administration, analytics, or another technical discipline. We care less about having worked with every tool on day one and more about finding someone who is smart, hungry, humble, and capable of quickly learning how technology can improve the business.

This position offers significant room to grow as the individual develops deeper expertise in our business, systems, automation, and AI capabilities.

• Partner with departments to understand their workflows, challenges, and operational needs.
• Map existing processes and identify bottlenecks, unnecessary manual work, and opportunities for improvement.
• Help departments turn business problems into clear processes, system changes, or technical solutions.
• Build solutions that make employees more efficient and improve the experience we provide our customers.
• Document processes and help teams adopt new workflows and tools.

• Work extensively within Microsoft Dynamics 365 and other business applications used throughout FUNDVIEW.
• Configure and improve workflows, forms, data structures, reporting, and system processes.
• Investigate system issues and determine whether the best solution is configuration, automation, process change, or development.
• Assist with integrations and the movement of information between business systems.
• Maintain a strong understanding of how our systems support different departments and business processes.

• Use AI tools as a core part of daily work for research, analysis, problem-solving, prototyping, and implementation.
• Design AI-assisted workflows that reduce repetitive or manual work.
• Build and maintain automations…