RPA Data Analytics Automation Analyst

Lenmar Consulting Inc; New York (NY); Hybride; USD 90 000 - 130 000; Plein temps

Résumé du poste

Lenmar Consulting Inc. seeks an Associate to drive automation initiatives within Wealth Management Operations.

You will balance technical development with business analysis and stakeholder engagement to identify high-impact automation opportunities and implement solutions using RPA platforms such as UiPath and Power Automate, plus scripting languages like Python and SQL. The role requires ~5+ years designing automation in financial services, a Bachelor's in Business or CS, and strong data

Qualifications

• Bachelor’s degree in Business or CS or equivalent.
• 5+ years designing and delivering process automation solutions in financial services.
• Hands-on experience with UiPath, Power Automate, Alteryx.
• Strong scripting skills in Python, VBA, or SQL.
• Knowledge of Wealth Management Operations processes and controls.

Responsabilités

• Identify automation opportunities and document requirements.
• Design, develop, test, and deploy automation using RPA tools.
• Support UAT, rollout, and operational readiness for deployments.
• Provide training and drive adoption among operations staff.
• Monitor production automations and drive continuous improvement.
• Communicate progress and risks to stakeholders.

Connaissances

5+ years exp

Bachelor's req

Data fluency

Automation cert

Formation

Bachelor’s degree in Business or Computer Science

Outils

UiPath

Power Automate

Alteryx

Python

VBA

SQL

Description du poste

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

- Hybrid: 3 days in office, 2 days remote

*** HM: "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."

TOP SKILLS

• 1. Minimum 5 years' experience
• 2. BACHELOR’S REQUIRED in Business or Computer Science or related field
• 3. Data fluency
• 4. Certification in automation tools preferred

Automation Initiatives – Wealth Management Operations - TEMCO

Job Summary:

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.

Responsibilities & capabilities

• Process Analysis & Opportunity Identification: Work with TEMCO teams to uncover automation use cases, evaluate feasibility and potential value, and prioritize quick-win opportunities. Clearly document business requirements, acceptance criteria, and expected outcomes for each initiative.
• Automation Solution Design & Development: Translate business and control requirements into robust automation solution designs. Design, build, test, and deploy automation solutions using RPA tools, workflow automation software, and scripting technologies. Ensure solutions are scalable, resilient, and meet performance expectations. Support user acceptance testing (UAT), rollout, and operational readiness for all automation deployments.
• Stakeholder Engagement & Change Adoption: Serve as a liaison between technology teams and business stakeholders in operations. Provide training and guidance to operations staff adopting new automated processes to ensure smooth transitions. After implementation, highlight achieved improvements and value to encourage organization-wide support for automation initiatives.
• Production Support & Continuous Improvement: Monitor and support production automations, promptly investigating and resolving any incidents or exceptions to minimize business disruption. Perform root-cause analysis on automation failures and implement enhancements to prevent recurrence. Gather feedback post-implementation and drive continuous improvement of automation solutions and processes. Identify opportunities to reuse components and implement best practices to increase efficiency and consistency across Wealth Management Operations automation projects.
• Communication & Reporting: Provide transparent updates on project status, risks, and realized benefits to stakeholders and leadership. Ensure any risks or issues are escalated in a timely manner and that project milestones are well-communicated.

Qualifications

• 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.