3-5 years of experience in business analysis, process improvement, or fund operations
Equivalent education and experience will be considered
Strong conceptual understanding of AI, automation, or advanced analytics
Proven ability to map workflows and translate operational needs into technical requirements
Deep knowledge of financial services or fund administration workflows
Strong analytical and stakeholder communication skills
Responsibilities
Analyze and map complex operational workflows to identify AI use cases
Gather and document detailed business requirements from end-users
Measure and report on the ROI and performance metrics of AI solutions
Maintain documentation regarding data lineage, compliance, and auditing standards
Track KPIs related to time-savings and operational efficiency gains
Benefits
Opportunity to work on impactful AI initiatives
Collaborative environment with business leaders and technical teams
Focus on process improvement and operational efficiency
Potential for professional growth in AI and analytics
Flexible work hours to meet business needs
Full Job Description
SUMMARY
The AI Analyst, Enterprise AI Operations will own the requirement gathering and process mapping lifecycle of enterprise AI initiatives. The role will partner with business leaders to document workflows, identify automation opportunities, and ensure AI investments target the most impactful bottlenecks. The role requires an analytical thinker who can bridge complex operational realities with technical possibilities to drive alignment across business and technology teams.
.KEY ACCOUNTABILITIES
Analyze and map complex operational workflows across Fund Accounting, Transfer Agency, and Onboarding to identify AI use cases
Gather and document detailed business requirements from end-users to guide technical development
Measure and report on the ROI and performance metrics of deployed AI solutions
Maintain comprehensive documentation regarding data lineage, compliance, and auditing standards
Track KPIs tied to time-savings, process automation rates, and operational efficiency gains
May perform other duties as required and assigned.
EDUCATION AND EXPERIENCE
3-5 years of experience across business analysis, process improvement, or fund operations
Equivalent education and experience will be considered.
SKILLS AND ABILITIES
Demonstrated ability to map workflows and translate operational needs into technical requirements
Exposure to AI, automation, or advanced analytics; strong conceptual understanding required
Ability to work effectively with technical teams to ensure business requirements are met
Deep conceptual understanding of financial services or fund administration workflows
Strong analytical and stakeholder communication skills
Operator mindset with a focus on execution and process outcomes
PHYSICAL AND OTHER REQUIREMENTS
At times, as business needs arise, associates are required and agree to work beyond their normal workday or work week to fulfill the accountabilities required for their job.
The physical requirements described here are representative of those that must be met by an associate to successfully perform the essential functions of this job.
The associate is regularly required to sit and stand.
The associate must occasionally lift and/or move up to 10lbs.
Specific vision abilities are required within this position.
Occasional travel (approximately 10% or less) may be required in this position.
Reasonable accommodation may be made to enable associates to perform the essential functions.
