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

• Alteryx Designer Advanced Certification and UiPath Certified RPA Associate or RPA Developer Certification
• 5+ years hands-on experience with Alteryx, UiPath, or Python, with a proven track record in deploying workflows to enterprise automation platforms
• Advanced data analysis and process automation expertise, including experience with Python, JavaScript, and API connectivity
• Bachelor’s or Master’s degree in Finance, Data Analytics, or a related field

Preferred qualifications, skills and capabilities

• Advanced data analysis and large data set management skills
• Relationship building and influencing decisions with business and technology teams
• Experience with automation applications such as Python, Alteryx, Tableau, and familiarity with financial terminologies
• Understanding of AI/ML tools and programming language proficiency, with PMP certification as a plus