Business Process & Automation Analyst

About the role

The Business Process & Automation Analyst supports Business Development Services (BDS), Consultant Database Group (CDG), and Consultant Relations & Opportunity Strategy (CROS) through analytics, process optimization, platform governance, automation development, and business intelligence reporting.

Responsibilities

• Serve as a bridge between business users, data owners, technology partners, and platform stakeholders to improve how BDS, CDG, and CROS create, govern, automate, and distribute information.
• Design, build, and maintain automated workflows, reporting solutions, integrations, and governed content repositories that connect trusted data sources to response, reporting, and consultant-facing platforms.
• Support DDQ software and DDQ/RFP automation workflows by helping ensure quantitative fields come from approved data feeds and narrative answers are drafted, tagged, reviewed, and reused efficiently.
• Partner with CDG to strengthen consultant database governance, data quality controls, profile maintenance, content standardization, and recurring database update processes.
• Partner with BDS to improve DDQ/RFP intake, content library hygiene, tagging, workflow routing, reusable answer strategy, and AI-enabled response processes.
• Partner with CROS to deliver executive-ready analytics, recurring reporting, dashboard maintenance, consultant intelligence, CRM analysis, Power BI coordination, and business performance insights.
• Identify opportunities to reduce manual effort, eliminate duplicate data entry, improve tool adoption, standardize processes, and create scalable operating models across the three functions.
• Produce and enhance reporting, dashboards, and analytics that support consultant relations, opportunity tracking, AUM/flow analysis, vulnerable accounts, competitive intelligence, and management updates.
• Conduct prospect research to identify new business opportunities.
• Track sales metrics (e.g., opportunities, final meetings, won/lost business) and synthesize data into reportable trends.
• Provide periodic reports (e.g., monthly, quarterly) to internal and external stakeholders, including competitor analysis, market share, and consultant index reports.

Requirements

• Bachelor’s degree required; degree or minor in Information Science, Data Science, or a related field preferred, or equivalent work or classwork experience demonstrating coding and technical skills.
• 0 - 3 years of relevant experience in financial services, asset management, investment banking, or management consulting.
• Experience with AI applications in like Claude/Copilot/Cowork, coding assistant AIs.
• Knowledge of and interest in the financial markets, fixed income, and portfolio management techniques.
• Proficient in Microsoft Excel (including VBA) and in coding/querying languages such as Python and SQL.
• Comfortable writing, owning, and debugging code, with experience collaborating via GitHub and leveraging AI tools in development workflows.
• Demonstrated ability to execute in a structured environment and manage multiple priorities.
• Strong analytical and problem-solving skills; ability to translate complex ideas into practical outputs.
• Effective communicator with the ability to work across stakeholders and levels.
• High attention to detail and strong follow-through.
• Proficient in Microsoft Excel, with strong knowledge of software and database applications, including index provider databases, query tools.
• Demonstrates the ability to work effectively with large datasets and sophisticated queries.

Professional Skills Requirements

• Execution & Problem Solving: Highly organized and able to manage competing priorities, using data, technology, and AI tools to solve complex challenges efficiently.
• Communication & Collaboration: Clearly articulates complex ideas and translates them into actionable insights, building strong, collaborative relationships across teams.
• Adaptability & Integrity: Thrives in fast-paced environments, using sound judgment while operating with professionalism, a focus on continuous learning, and openness to new technologies and ways of working.