Manager, Digital Workflow, Automation & AI
About The Position
Strategic Operations is a dedicated function within Private Assets. It brings transformation delivery, project execution, business analysis, operational initiatives and implementation support into one team, reducing the delivery burden on BAU Operations and maintaining ownership from design through adoption. The group will be split across three distinct focus areas, aligned under two individual leaders: Operating Model, Product & Client Solutions: led by the Operating Model & Product leader, this area will define how services should run end to end, shape scalable products and solutions, support complex client implementations, and ensure client commitments are operationally deliverable. Data, Reporting & Platform Enablement: led by the Technology, Data & Delivery leader, this area will define Operations requirements for data, reporting and platforms, strengthen data quality and lineage, and carry solutions through testing, deployment and adoption. Digital Workflow, Automation & AI: also led by the Technology, Data & Delivery leader, this area will identify and deliver workflow, automation and AI opportunities, establish appropriate controls, and measure whether the expected benefits are realised. The group works in close partnership with Operations, the Transformation Office, IT, Tactical Operations and Marquee Client teams. Roles may be permanent or approximately 12-month rotational assignments anchored in strategic locations. Rotational colleagues will join from the business, help shape and deliver change, and return to the line with broader project experience.
Requirements
- 4+ years’ experience in private assets accounting or operations, with exposure to automation or process improvement work.
- Solid technical knowledge of private assets processes and the manual steps within them.
- Exposure to automation tooling, workflow design or testing, or a clear appetite to develop in that direction.
- Comfortable challenging why a manual step exists and evidencing a better way.
- Strong analytical skills, with the ability to interrogate data and evidence a recommendation.
- Attention to detail and a proven ability to manage several pieces of work at once.
- Strong written and verbal communication skills.
- Advanced computer skills (Microsoft Excel); exposure to reporting, workflow or automation tooling an advantage.
- Bachelor’s Degree in Accounting, Finance or Economics; working towards a professional accounting designation an advantage.
Responsibilities
- Support the identification, build and deployment of automation and digital workflow solutions.
- Map candidate processes in detail and quantify the manual effort involved.
- Support the design of target workflows, including exception handling and controls.
- Draft requirements and supporting documentation for review with IT and the Transformation Office.
- Build and execute test scripts, run UAT cycles and track defects through to resolution.
- Support deployment into the business, including user guidance and training material.
- Track usage and benefit after go-live, and flag where a solution is not being used as intended.
- Maintain project documentation, trackers and status reporting.
Benefits
- medical
- dental
- vision coverage
- short and long-term disability benefits
- a retirement savings plan
- tuition reimbursement
- mental health and wellness support
- parental leave
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What This Job Offers
Job Type
Full-time
Career Level
Manager
