Overview
Automation Analyst – Location: Birmingham / Manchester / Leeds / Reading / London (majority office-based). Salary: £58,000 - £65,000 + benefits (Flexible).
Responsibilities
* 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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