Role Purpose

• To design, implement and maintain automation solutions that streamline and improve investment operations, reduce manual effort, and support operational excellence through process engineering and digital enablement.

Requirements    
Qualifications and Experience:

• Bachelor’s degree in Engineering, Information Systems, Business, or a related field.
• 3+ years of experience in process analysis and improvement.
• Hands-on experience with UiPath, including development and orchestration.
• Strong understanding of business process mapping and documentation techniques.
• Knowledge of Lean, Six Sigma, or other process improvement methodologies is a plus.
• Excellent problem-solving and critical-thinking skills.
• Strong communication and interpersonal skills to engage with cross-functional teams.
• Ability to manage multiple priorities and work independently in a fast-paced environment.
• Preferred Qualifications and Experience:
• UiPath certification (e.g., UiPath RPA Developer Foundation/Advanced).
• Experience working in industries such as finance, healthcare, or manufacturing.
• Familiarity with Agile or other project management methodologies.

Duties & Responsibilities    
Key Responsibilities
Overview

• Collaborate with stakeholders to identify, analyze, and understand existing business processes across departments.
• Document end-to-end business processes using standardized methodologies (e.g., process maps, flowcharts, SOPs).
• Identify opportunities for process improvement and automation.
• Design, develop, test, and deploy automation solutions using UiPath in line with best practices.
• Work closely with business teams to gather automation requirements and ensure solutions meet business needs.
• Maintain and update process documentation as business needs evolve.
• Monitor, maintain, and optimize existing automation workflows for reliability and performance.
• Train and support end-users on automated processes and UiPath solutions.
• Ensure compliance with governance, risk, and compliance (GRC) requirements related to process automation.
• Apply basic project management principles to effectively prioritise tasks and manage time across multiple deliverables.
• Demonstrate foundational development or technical skills to support problem-solving and allow for assessment of logical thinking capabilities.
• Proactively identify opportunities to simplify and streamline processes for improved efficiency.
• Approach tasks with a logical and solutions-oriented mindset, consistently seeking smarter, simpler ways of working.

Internal Process

• Identify manual or repetitive processes suitable for automation across investment operations (e.g., onboarding, trade settlement, reporting).
• Design and implement automated workflows using tools such as Power Automate, UiPath, Alteryx, or similar.
• Develop and document automation scripts, dashboards, or logic flows for internal teams.
• Conduct testing and ensure deployment of robust, compliant automation solutions.
• Establish and maintain an automated process library and knowledge base.
• Collaborate with business analysts, developers, operations, and IT to align automation initiatives with broader operational goals.
• Track automation performance, usage, and efficiency gains to ensure ROI.
• Follow IT governance, change control, and audit protocols in all automation projects.

Client Service

• Support internal teams with automation training and solution adoption.
• Engage stakeholders to gather requirements and identify service gaps.
• Continuously improve the user experience of automated processes.
• Respond to feedback and ensure automations align with stakeholder needs.

People & Culture

• Build collaborative relationships with peers and cross-functional teams.
• Contribute to innovation by researching new tools, methods, or frameworks.
• Take ownership of personal growth and development within the automation field.
• Assist in mentoring junior team members or automation users where applicable.

Finance & Efficiency

• Identify and implement cost-effective automation solutions that reduce resource dependency.
• Provide input into project budgeting and resource forecasting.
• Track savings and value-add metrics tied to automation deployments.

Competencies

• Technical Competencies
• RPA Platforms: Power Automate, UiPath, Alteryx, or equivalent
• Workflow & Process Design: BPMN, Lucidchart, Visio
• Data: JSON, Excel, SQL
• Programming/Scripting: Python, VBA, Java, or C# (advantageous)
• SDLC & Agile delivery principles
• Testing, documentation, and change control
• Familiarity with investment processes or systems (e.g., trading, settlement, compliance)

Behavioral Competencies

• Analytical Thinking
• Innovation & Initiative
• Attention to Detail
• Collaboration & Relationship Building
• Planning & Execution
• Continuous Learning
• Resilience and Adaptability

Deadline:10th June,2025