Reference Data Associate I

Accelerate workflow adoption and implement automation solutions to optimize operational performance in Asset & Wealth Management.

Job Summary

As a Workflow Product Delivery Specialist within the Asset and Wealth Management Operations team, you focus on promoting workflow adoption and integrating automation across various tools. You are responsible for designing, implementing, and delivering data-promoten solutions that foster a culture of performance management and operational best practices. In this role, you collaborate with stakeholders to identify automation opportunities and ensure seamless product delivery.

Job Responsibilities

• Design and implement workflows and automation solutions using platforms such as Workflow Designer, Python, Alteryx, and Tableau
• Build and maintain the book of work for stakeholders, review processes, and propose automation opportunities
• Communicate project status, risks, and outcomes effectively with team members and sponsors throughout the project lifecycle
• Apply critical thinking and advanced analytics to solve complex business problems and mine automation opportunities using diverse data sets
• Contribute new ideas, stretch group thinking, and actively participate in the organization's learning culture
• Develop reusable tool capabilities, creatively solve problems, and educate team members
• Ensure up-to-date process documentation, prompt escalation management, and regular updates to senior management

Required qualifications, skills and capabilities

Preferred qualifications, skills and capabilities

Skills Required

Uipath, Javascript, Alteryx, Tableau, Python