Investment Operations Automation Analyst

The Investment Operations Automation Analyst supports the delivery of scalable controlled and efficient operating models across Investment Operations. The role focuses on automating manual inefficient and risk prone processes by designing and deploying workflow automation and AI enabled solutions including leveraging Microsoft Copilot and AI agents in close partnership with Operations teams.

This role is hands on delivery oriented and embedded within day to day Investment Operations contributing directly to efficiency cost effectiveness control enhancement and operational resilience.

Automation & AI Enablement

• Design build and deploy workflow automation using Microsoft Power Platform tools (Power Automate Power Apps Power BI) to streamline Investment Operations processes.
• Develop and maintain AI enabled solutions including Copilot Studio AI agents to support task triage exception handling data retrieval and operational decision support.
• Replace manual or inefficient workflows with automated auditable and scalable solutions.

Process Improvement & Business Partnership

• Partner with Middle Office Fund Operations and Private Markets Operations teams to identify automation opportunities and operational pain points.
• Translate business requirements into clear functional designs and delivered solutions.
• Support prioritization of initiatives based on impact feasibility and risk reduction in partnership with Operations leadership.

Data Controls & Reporting

• Build dashboards and management information to provide visibility into operational performance exceptions and workflow status.
• Embed validation checks controls and audit trails into automated processes to support governance risk and regulatory expectations.
• Track and evidence benefits including time savings error reduction and process standardization.

Change & Adoption

• Support user adoption through documentation training materials and operational handover.

Contribute to continuous improvement initiatives and wider Operational transformation programs across L&G US.

Qualifications :

• Bachelors degree in computer science finance or related field
• 1-3 years of experience developing and implementing automation technology in workflows ideally in asset management industry
• Experience with Microsoft Power Platform (Power Automate Power Apps Power BI)
• Exposure to AI enabled tooling including Copilot or AI agent development or similar
• Experience within Investment Operations Fund Operations Middle Office a plus
• Strong process mindset with experience improving or automating operational workflows
• Strong analytical and problem solving skills with high attention to detail and control awareness
• Ability to work closely with business users and translate operational needs into practical solutions
• Understanding of operational risk controls and audit considerations
• A self-starter who is vocal in identifying areas of improved efficiency and offers potential solutions
• Excellent analytical technical and problem-solving skills with strong attention to detail
• Exceptional verbal and written communication collaboration and time management skills

Additional Information :

$65000 to $75000

The starting salary offer will vary based on multiple factors including but not limited to the applicants education job-related experience skills and abilities geographic location and market factors. This position is also eligible to participate in the companys annual discretionary bonus plan. Full time employees may be eligible for health insurance with an optional HSA short term disability long term disability dental insurance vision care life insurance Healthcare Dependent and Limited Care Flexible Spending Accounts 401K vacation sick time an employee assistance program and commuter and transit programs.  Additional voluntary programs include: supplemental health benefits including accidental injury critical illness and hospital indemnity insurance and pet insurance. 

EOE Statement

As an EOE employer L&G Asset Management America will extend equal opportunity to all employees and applicants for employment without regard to race color religion gender sexual orientation gender identity ancestry national origin age disability medical condition genetic information marital status pregnancy military status and/or any other characteristic protected under applicable federal state or local laws governing non-discrimination in employment. (2025)

Remote Work :

No

Employment Type :

Full-time