Data Analytics​/Automation Analyst

Location

can sit in either Jersey City or NYC (1 NY Plaza)

Contract

Consulting experience is a plus however the role is primarily an automation and data analytics position. We are looking for someone with advanced technical background in building automation solutions.

• Minimum 5 years' experience
• BACHELOR'S REQUIRED in Business or Computer Science or related field
• Data fluency
• Certification in automation tools preferred

Automation Initiatives – Wealth Management Operations- TEMCO

We are seeking an Associate to support and drive automation initiatives within our Wealth Management Operations division. In this role, you will balance technical development skills with business analysis and stakeholder engagement. You will work closely with operations teams to identify high-impact process automation opportunities and implement solutions using RPA platforms (such as UiPath, Power Automate, etc..) and scripting languages (Python, VBA, SQL, etc.).

The ideal candidate has a strong understanding of operational processes and controls, experience delivering automation projects, and excellent communication skills to ensure successful adoption of new solutions.

• Process Analysis & Opportunity Identification:

• Education & Experience:
  
  Bachelor's degree or equivalent experience. Approximately 5+ years of experience designing and delivering process automation solutions in the financial services industry (preferably within Wealth Management Operations).
• Automation Tools Expertise:
  Hands-on experience with leading RPA/automation platforms – such as Alteryx, UiPath & Microsoft Power Automate for developing automated workflows. Strong scripting/programming skills in languages like Python, VBA, or SQL for building custom automation scripts and integrations.
• Domain Knowledge:
  Solid understanding of Wealth Management Operations processes, including areas like trade processing, settlements, reconciliations, client reporting, reference data, and exception management.
• Analytical & Problem-Solving
  
  Skills:
  
  Demonstrated strength in business analysis, process mapping, and problem-solving. Ability to analyze complex operational workflows, identify inefficiencies, and define improvement solutions. Critical thinking skills to challenge assumptions, validate automation outcomes, and ensure solutions are robust and error proofed by design.