Investment Data Automation Specialist, Associate

About this role

The Private Data Service (PDS) team provides world-class expertise in the collection and validation of investment data for investors in alternative assets. PDS streamlines the exchange of data between limited and general partners, allowing investors the continuous access to accurate and standardized data, and is a part of Aladdin Business. The Aladdin Business is comprised of 1,200+ professionals responsible for implementing and supporting our Aladdin clients, sales, and marketing, and ensuring the Aladdin Community maximizes Aladdin products through engagement and education 

Our client enhances the lending capacity of Financial Intermediaries and stimulates bank lending to small and medium sized enterprises by providing guarantees that encourage increase lending volumes. Financial Intermediaries include institutions specializing in financial transactions, such as banks, insurance companies, investment banks, pension, and mutual funds. 

We are looking for an experienced professional to lead automation initiatives across reporting and eligibility processes. This role requires a blend of technical expertise, process understanding, and stakeholder management to design, deliver, and oversee automation projects that bring efficiency and consistency to our workflows. 

Key responsibilities: 

• Build and maintain advanced VBA solutions, including Excel add-ins used by external clients. 

• Develop and support Python-based automations for reporting, data processing, and email drafting. 

• Design and manage Power Automate workflows; explore opportunities to leverage Copilot/AI agents. 

• Utilize SQL/Alteryx for recurring data extracts and process automation. 

• Analyse end-to-end business processes to identify automation opportunities. 

• Oversee all automation projects, ensuring timely delivery, documentation, and centralization. 

• Prioritize and structure initiatives to align with business needs and resource capacity. 

• Ensure knowledge transfer and continuity through clear, accessible documentation. 

• Act as a key point of contact between business teams and technical solutions. 

• Prepare and deliver presentations for client meetings (including banks across the EU). 

• Build strong client relationships by understanding business needs and presenting solutions in a clear, professional manner. 

• Support internal teams by translating technical concepts into actionable business outcomes. 

Requirements: 

• Bachelor’s degree in Finance, Economics, IT or an equivalent