Manager, Digital Workflow, Automation & AI
About The Position
The Manager, Digital Workflow, Automation & AI role is part of the Strategic Operations team within Citco's Private Assets business line. This team focuses on transformation delivery, project execution, business analysis, and operational initiatives. The Digital Workflow, Automation & AI area specifically identifies and delivers workflow, automation, and AI opportunities, establishes controls, and measures benefit realization. This group works closely with Operations, the Transformation Office, IT, Tactical Operations, and Marquee Client teams. Roles within this group can be permanent or approximately 12-month rotational assignments.
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).
- Bachelor’s Degree in Accounting, Finance or Economics.
Nice To Haves
- Exposure to reporting, workflow or automation tooling an advantage.
- 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 coverage
- Dental coverage
- Vision coverage
- Short-term disability benefits
- Long-term disability benefits
- Retirement savings plan
- Tuition reimbursement
- Mental health and wellness support
- Parental leave
- Annual discretionary bonus pool based on company profitability and individual contributions
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What This Job Offers
Job Type
Full-time
Career Level
Manager
