Business Automation Analyst

Our client, a major bank, is looking to hire a Business Automation Analyst in New York, NY or Jersey City, NJ.

Pay Rate Range: $60-65/hr W2, based on experience

Responsibilities:

LOCATION: can sit in either Jersey City or NYC (1 NY Plaza)

- Hybrid: 3 days in office, 2 days remote

Automation Initiatives – Wealth Management Operations

Job Summary: We are seeking an Associate to support and drive automation initiatives within our Wealth Management Operations division. In this role, you will balance technical development skills with business analysis and stakeholder engagement. You will work closely with operations teams to identify high-impact process automation opportunities and implement solutions using RPA platforms (such as UiPath, Power Automate, etc..) and scripting languages (Python, VBA, SQL, etc.). The ideal candidate has a strong understanding of operational processes and controls, experience delivering automation projects, and excellent communication skills to ensure successful adoption of new solutions.

Responsibilities & capabilities

• Process Analysis & Opportunity Identification: Work with TEMCO teams to uncover automation use cases, evaluate feasibility and potential value, and prioritize quick-win opportunities. Clearly document business requirements, acceptance criteria, and expected outcomes for each initiative.

• Automation Solution Design & Development: Translate business and control requirements into robust automation solution designs. Design, build, test, and deploy automation solutions using RPA tools, workflow automation software, and scripting technologies. Ensure solutions are scalable, resilient, and meet performance expectations. Support user acceptance testing (UAT), rollout, and operational readiness for all automation deployments.

• Stakeholder Engagement & Change Adoption: Serve as a liaison between technology teams and business stakeholders in operations. Provide training and guidance to operations staff adopting new automated processes to ensure smooth transitions. After implementation, highlight achieved improvements and value to encourage organization-wide support for automation initiatives.

• Production Support & Continuous Improvement: Monitor and support production automations, promptly investigating and resolving any incidents or exceptions to minimize business disruption. Perform root-cause analysis on automation failures and implement enhancements to prevent recurrence. Gather feedback post-implementation and drive continuous improvement of automation solutions and processes. Identify opportunities to reuse components and implement best practices to increase efficiency and consistency across Wealth Management Operations automation projects.

• Communication & Reporting: Provide transparent updates on project status, risks, and realized benefits to stakeholders and leadership. Ensure any risks or issues are escalated in a timely manner and that project milestones are well-communicated.

Requirements:

*** HM: "Consulting experience is a plus however the role is primarily an automation and data analytics position. We are looking for someone with advanced technical background in building automation solutions. "

TOP SKILLS

1. Minimum 5 years' experience

2. BACHELOR'S REQUIRED in Business or Computer Science or related field

3. Data fluency

4. Certification in automation tools preferred

Qualifications

• Education & Experience: Bachelor's degree or equivalent experience. Approximately 5+ years of experience designing and delivering process automation solutions in the financial services industry (preferably within Wealth Management Operations).

• Automation Tools Expertise: Hands-on experience with leading RPA/automation platforms – such as Alteryx, UiPath & Microsoft Power Automate for developing automated workflows. Strong scripting/programming skills in languages like Python, VBA, or SQL for building custom automation scripts and integrations.

• Domain Knowledge: Solid understanding of Wealth Management Operations processes, including areas like trade processing, settlements, reconciliations, client reporting, reference data, and exception management.

• Analytical & Problem-Solving Skills: Demonstrated strength in business analysis, process mapping, and problem-solving. Ability to analyze complex operational workflows, identify inefficiencies, and define improvement solutions. Critical thinking skills to challenge assumptions, validate automation outcomes, and ensure solutions are robust and error proofed by design.

Education Level

Bachelor's Degree

Experience Level

Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

Equal Employment Opportunity

Russell Tobin is an equal opportunity employer. We do not discriminate on the basis of the 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

Russell Tobin is a Fair Chance employer. 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, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation.