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Automation Analyst

Location: Birmingham / Manchester / Leeds / Reading / London (3-4 days in any office, 1-2 days from home)
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.

Interested?

Please apply now to be considered. *Please note, unfortunately my client cannot offer sponsorship, so candidates requiring sponsorship will not be able to put forwards for this role