Business Operations & Automation Analyst (Asset Management)

Business Operations & Automation Analyst (Asset Management)

📍 Hybrid Opportunity

💲 $26.00 - $28.00/hour

📄 Contract Position: 12 months (can be extended or may become permanent based on performance)

About the Role

We are seeking a highly motivated Business Operations & Automation Analyst to support strategic initiatives, reporting transformation efforts, automation projects, and day-to-day change management activities within a leading Asset Management organization.

This role is ideal for professionals with 2-5 years of experience in financial services operations who enjoy solving complex business challenges, improving processes, leveraging data and automation tools, and working across multiple stakeholder groups. You'll play a key role in driving operational excellence while supporting critical business priorities.

Key Responsibilities

Strategic Projects & Process Improvement

• Support ongoing business transformation and operational efficiency initiatives.

• Identify opportunities to streamline workflows and reduce manual processes.

• Document business requirements, process flows, controls, and operating procedures.

• Assist in implementing operational improvements and automation solutions.

Automation & Reporting

• Analyze operational data and reporting processes to identify automation opportunities.

• Support reporting transformation initiatives using tools such as Power BI, Tableau, Alteryx, Qlik, Seismic, SmartDX, or similar platforms.

• Create and maintain reports, dashboards, and performance metrics.

• Utilize advanced Excel capabilities, including Pivot Tables, Power Query, formulas, and data analysis techniques.

Change Management & Project Coordination

• Coordinate project plans, milestones, action items, and implementation activities.

• Support User Acceptance Testing (UAT), process validation, and deployment efforts.

• Track project progress, risks, issues, and dependencies.

• Assist with rollout communications and stakeholder updates.

Stakeholder Collaboration

• Partner with Operations, Technology, Product, and Business teams to support strategic initiatives.

• Facilitate meetings, gather business requirements, and drive follow-up actions.

• Communicate effectively with both technical and non-technical stakeholders.

• Provide updates and recommendations to project teams and leadership.

Operational Support

• Assist with issue tracking, risk identification, and escalation management.

• Support business priorities across Asset Management operations and reporting functions.

• Ensure process controls and data quality standards are maintained.

Required Qualifications

• 2-5 years of experience in Asset Management, Wealth Management, Client Reporting, Fund Administration, or related financial services operations.

• Strong understanding of operational processes, workflows, controls, and data management practices.

• Experience documenting business requirements and process documentation.

• Strong analytical and problem-solving skills.

• Intermediate to advanced Microsoft Excel skills, including Pivot Tables, Power Query, and complex formulas.

• Excellent organization, prioritization, and project coordination capabilities.

• Strong written and verbal communication skills.

• Ability to work independently and manage multiple priorities in a fast-paced environment.

Preferred Qualifications

• Experience supporting reporting transformation, automation, or operational excellence initiatives.

• Familiarity with Power BI, Tableau, Alteryx, Qlik, Seismic, SmartDX, or similar tools.

• Knowledge of SQL or data-querying tools.

• Understanding of data governance, reconciliation, and data quality processes.

• Experience with change management, testing, and implementation activities.

• Exposure to alternative investments, fund operations, fund reporting, or investor reporting processes.

What You'll Bring

✅ A continuous improvement mindset and passion for operational excellence.

✅ Strong analytical and automation-oriented thinking.

✅ Ability to work cross-functionally with multiple stakeholders.

✅ Exceptional attention to detail and execution skills.

✅ Strong project management and organizational abilities.

✅ A proactive approach to solving problems and driving results.

Why Join?

• Opportunity to contribute to high-impact transformation and automation initiatives.

• Gain exposure to Asset Management operations and strategic projects.

• Work closely with business, technology, and operations leaders.

• Build valuable experience in project delivery, reporting transformation, and operational excellence.

Interested?

Apply today and help drive operational innovation and business transformation within a leading Asset Management environment.

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Pride Global and its affiliates offer eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), 401(k) retirement savings, life and disability insurance, an employee assistance program, legal support, pet insurance, and employee discounts with preferred vendors.

Equal Employment Opportunity

Pride Global and its affiliates are equal opportunity employers. We do not discriminate on the basis of race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision-making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.

Fair Chance Employment

Pride Global and its affiliates are Fair Chance employers. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including the California Fair Chance Act and all applicable local Fair Chance ordinances.

Accommodations

We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us.

Only applicable for San Francisco candidates: Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights. This notice will automatically be provided upon hiring or upon any inquiry regarding parental leave or lactation accommodations.

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