The Investment Operations Automation Analyst supports the delivery of scalable, controlled, and efficient operating models across Investment Operations. The role focuses on automating manual, inefficient and risk prone processes by designing and deploying workflow automation and AI enabled solutions, including leveraging Microsoft Copilot and AI agents, in close partnership with Operations teams.
This role is hands on, delivery oriented, and embedded within day to day Investment Operations, contributing directly to efficiency, cost effectiveness, control enhancement, and operational resilience.
Automation & AI Enablement
- Design, build, and deploy workflow automation using Microsoft Power Platform tools (Power Automate, Power Apps, Power BI) to streamline Investment Operations processes.
- Develop and maintain AI enabled solutions, including Copilot Studio AI agents, to support task triage, exception handling, data retrieval, and operational decision support.
- Replace manual or inefficient workflows with automated, auditable, and scalable solutions.
Process Improvement & Business Partnership
- Partner with Middle Office, Fund Operations, and Private Markets Operations teams to identify automation opportunities and operational pain points.
- Translate business requirements into clear functional designs and delivered solutions.
- Support prioritization of initiatives based on impact, feasibility, and risk reduction, in partnership with Operations leadership.
Data, Controls & Reporting
- Build dashboards and management information to provide visibility into operational performance, exceptions, and workflow status.
- Embed validation checks, controls, and audit trails into automated processes to support governance, risk, and regulatory expectations.
- Track and evidence benefits including time savings, error reduction, and process standardization.
Change & Adoption
- Support user adoption through documentation, training materials, and operational handover.
Contribute to continuous improvement initiatives and wider Operational transformation programs across L&G US.