Overview
Automation analyst role focused on improving the client onboarding experience through automation, identifying manual onboarding activities and driving them through to adoption with business and technology teams.
What you'll do
- Review client onboarding activities across environments, batch operations, configuration setup, reference data and testing workflows to identify manual, repetitive or high-effort activities that can be automated.
- Prioritize automation opportunities based on business impact, effort savings, risk reduction and client benefit.
- Document current-state processes, pain points and automation requirements for technical delivery teams.
- Work closely with Automation Implementation teams to transition opportunities into actionable requirements.
- Act as the business owner throughout the automation lifecycle, providing requirements, use cases and acceptance criteria.
- Track automation initiatives from intake through development, testing and deployment.
- Coordinate validation and UAT activities before production rollout.
- Collaborate with Global Client Implementation, Environments, Operations and client-facing teams to understand onboarding challenges.
- Represent onboarding automation initiatives in governance forums and working groups.
- Communicate automation progress, benefits and adoption metrics to leadership and stakeholders.
- Maintain a tracker/dashboard of automation candidates, in-flight initiatives and completed automations with associated benefits realized.
- Track efficiency gains, reduced turnaround times and quality improvements resulting from automation.
- Promote adoption of automated solutions and support the retirement of legacy manual processes.
- Continuously identify new opportunities to improve onboarding workflows as processes evolve.
What you'll need
- Strong understanding of client onboarding processes within Global Implementations, Middle Office or platform environments such as Alpha.
- Experience identifying process improvement and automation opportunities.
- Ability to work effectively with cross-functional teams including Technology, Automation, Implementations and Environment Management.
- Strong process-mapping, analysis and documentation skills.
- Ability to translate business processes into clear and actionable requirements.
- Excellent communication, stakeholder management and organizational skills.
Nice to have
- Experience supporting the Alpha platform, asset management operations or large-scale client implementation programs.
- Familiarity with environment management, fund setup and reference data processes.
- Understanding of workflow automation, task mining and RPA concepts.
- Experience supporting testing cycles such as BUAT, CUAT and operational readiness activities.
- Exposure to AI-powered productivity tools, automation platforms, workflow orchestration tools and other emerging technologies.
Details
- Location: Hyderabad, India.
Read the full description and apply on the company’s own careers page.