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Strong Tier-1 employer, metro location, and a generalist project analyst title increase candidate competition.
Role requires industry-specific investor services knowledge plus transferable VBA and automation skills.
Mandatory EUC/VBA and AI automation skills create moderately strict technical filters.
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Analyze operational data and identify process gaps, suggesting automated solutions primarily for EUC (Excel and VBA macro-based) and ITESS tools within investor services.
Support project lifecycle activities including planning, testing, deployment, and risk management of automation solutions with managerial guidance.
Serve as a Subject Matter Expert (SME) for supported operations areas ensuring compliance, documentation, and risk mitigation aligned with firm policies.
Strong proficiency in developing and debugging complex VBA macros and maintaining EUC tools.
Experience with EUC governance, understanding associated risks, and control processes.
Knowledge and experience using Generative AI tools for developing automation solutions and prompt engineering.
Bachelor’s/University degree or equivalent experience; Work Experience Required: Not explicitly mentioned in the JD.
Comfortable working under managerial guidance to deliver operational automation projects within investor services.
Experience in transitioning Excel/VBA heavy workflows to robust, automated systems, with a focus on risk and governance.
Familiarity with combining traditional automation and AI-powered tools for productivity and risk reduction initiatives in financial operations.