Automation Analyst
Location:
Birmingham / Manchester / Leeds / Reading / London (majority office-based)
Salary:
£58,000 – £65,000 + benefits (Flexible)
A leading UK investment business is looking for a hands-on Automation Analyst to join its technology and operations function. This is a delivery-focused role where you'll
design and build automation solutions
using Microsoft low-code tools, configure and enhance CRM platforms, and produce clear reporting dashboards to support decision-making.
What you'll be doing
Power Platform build:
Create and maintain solutions with
Power Apps
(canvas/model-driven) and
Power Automate, replacing manual processes with automated workflows.
CRM configuration:
Enhance the firm's CRM ( DealCloud
preferred, but Dynamics/Salesforce/HubSpot experience also valued).
Process mapping:
Translate requirements into practical solutions; document, test and deliver enhancements that drive measurable efficiency.
Data flows & reporting:
Automate data between systems (APIs/Connectors, Boomi a plus) and deliver
Power BI
dashboards with well-structured data models.
AI & tools:
Explore and embed tools such as
Copilot/ChatGPT
to drive adoption of new ways of working.
Governance:
Align solutions to best practice in low/no-code security, change control and documentation.
What you'll bring
Strong hands-on experience with
Power Apps
and
Power Automate .
Practical
CRM configuration
background (DealCloud, Dynamics, Salesforce or HubSpot).
Power BI
experience – building dashboards and basic data models.
Familiarity with
integrations/APIs
(Boomi or similar a bonus).
Comfortable working closely with stakeholders but with a focus on
building and delivering
the solution yourself.
Financial services, private equity or asset management experience is highly desirable.
Why this role?
This is an opportunity to take ownership of real delivery, using modern low-code platforms to drive efficiency across investment and operations. You'll be part of a collaborative team, with plenty of scope to innovate and shape how automation and reporting are embedded across the business.
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