
Process Lead - AI and Automation
ABOUT US
Our private ownership further allows us to be fully committed to our client`s long-term financial needs and goals. We aim to provide an exciting, dynamic and purpose-driven working environment for our employees, we promote environmental consciousness and contribute positively to the communities in which we are active; we are also soundly profitable. We are proud to have our global team of 700+ specialists who contribute their individual talents to our broad range of expertise and experience.
We are international, independent, entrepreneurial and growing fast. We offer a fast paced, dynamic, international work environment, we value people who want to solve problems with initiative, entrepreneurship, creativity and drive and who make a positive business impact; and we offer market competitive compensation.
ROLE OVERVIEW
Role : AI & Automation Process Lead (Operator | Simplifier | Standardisation Driver) - Indefinite, Full-Time
Team Leader - IT Applications/ AI and Automation Process Lead
SUMMARY
- Most operational inefficiencies come from poorly designed processes, not lack of technology. This role exists to remove that problem. The role holder will work across fund administration, finance, and entity management processes to design workflows that are simple, standardized, and scalable. The role holder will redesign core business processes so that they eliminate unnecessary complexity, are consistent across teams, can be automated effectively
PRIMARY DUTIES AND RESPONSIBILITIES
- Eliminating inefficiencies and manual dependencies
- Standardizing processes across teams and jurisdictions
- Designing processes suitable for automation and AI integration
- Strengthening control frameworks and reducing operational risk
- Enabling scalability without linear headcount growth
End-to-End Process Mapping & Analysis
- Identify inefficiencies, bottlenecks, and control gaps.
- Analyze process performance, including cycle times, manual touchpoints, error rates
Process Redesign ("To-Be" Model)
- Redesign processes using simplification, standardization, automation-first principles
- Reduce complexity and eliminate redundant steps.
- Define future-state workflows aligned with automation, AI integration, data-driven operations
Automation & AI Readiness (Critical)
- Design processes that are automation-friendly, structured for AI integration
- Work closely with AI Engineers and automation teams to translate processes into system requirements, define logic for automation, identify AI use cases within workflows
Control & Risk Integration
- Embed strong control frameworks into process design, including maker-checker controls, segregation of duties, approval workflows
- Identify operational risk points and propose mitigation strategies.
- Ensure processes meet regulatory and audit requirements.
Workflow Design & Standardization
- Define standard operating procedures (SOPs) and workflows.
- Ensure consistency across jurisdictions, teams, service lines
- Introduce structured workflows with clear roles and responsibilities, defined handoffs, measurable outputs
Cross-Functional Process Integration
- Align processes across different functions, including fund accounting, investor services, fiduciary services, finance, compliance
- Remove silos and ensure seamless end-to-end workflows.
Performance Measurement & Continuous Improvement
- Define KPIs for processes, such as turnaround times, error rates, automation coverage
- Monitor performance and identify areas for improvement.
- Drive continuous optimization of processes.
Stakeholder Engagement
- Work closely with operations teams, fund accounting teams, finance, risk and compliance
- Translate operational challenges into structured process solutions.
Facilitate workshops and process reviews with stakeholders.
- Collaborate with Product Manager (requirements), Engineers (implementation)
Change Management & Implementation
- Support implementation of redesigned processes.
- Ensure adoption across teams.
- Provide training and guidance on new workflows.
- Ensure what is built is aligned with how the business should operate, not how the business has operated in the past
What Success Looks Like
- Reduced reliance on manual work
- Faster and more predictable operations
- Automation becomes significantly easier to implement
Performance Measures
- Reduction in manual touchpoints
- Improvement in process standardization
- Successful implementation of redesigned processes
- Contribution to automation initiatives
- Reduction in operational errors
OTHER DUTIES
- Undertake such other duties, as may from time to time, be required by the Management or/ and Group Human Resources.
CANDIDATE PROFILE
- Strong analytical and structuring ability
- Experience in process redesign; with strong understanding of fund accounting workflows, operational processes, control frameworks
- Low tolerance for inefficiency; and Ability to work at pace
- Extremely high attention to detail and process discipline
- Strong analytical and structured thinking
- Ability to break down complex processes
- Problem-solving mindset
- Process mapping tools (e.g. Visio, BPM tools); with strong Excel / data analysis capability
- Understanding of automation and workflow tools
- Exceptional client facing skills. Well-developed spoken and written communication skills and the ability to tailor style
to relevant audiences and successfully liaise with people at different levels. Excellent English language fluency:
additional languages preferred.
- Strong analytical and problem-solving skills, solution driven, highly organized and detail-oriented with good decision making and time management skills. Independent, hands-on and takes accountability to deliver solutions and results.
- Ability to adapt and work in a smaller, dynamic local team environment with tight deadlines; along with being part of a bigger matrix organization. Proven team player skills, with ambition to excel in the role and grow into fund organization and structuring.
This is a demanding role. You will succeed if you have:
- High ownership and accountability
- Bias for action and speed
- High comfort operating in ambiguity
- Willingness to challenge stakeholders
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