Automation Analyst

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 and reporting: Automate data between systems (APIs/Connectors, Boomi a plus) and deliver Power BI dashboards with well-structured data models.AI and 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 ..... full job details .....