JCW Group
Overview
We are seeking an Automation Business Analyst to join our client, a boutique financial services firm, to design and scale AI-powered agents and workflows that enhance deal execution. You’ll own projects end-to-end—from design and build to production and monitoring—ensuring compliance, data quality, and measurable outcomes. This is a temp-perm opportunity (expected permanent conversion in Q1 2026). Hybrid in-office requirement in midtown NYC. Responsibilities
Deliver AI automation use cases across discovery, build, testing, deployment, and iteration. Translate business needs into workflows, prompts, and data contracts; partner with product, engineering, data, and risk teams. Maintain clean data inputs, monitoring, and runbooks; set standards for prompt engineering and adoption. Track usage, accuracy, and ROI via dashboards; prioritize next actions. Qualifications
5+ years in financial services with automation delivery. Skilled in Microsoft 365/Copilot, Copilot Studio, Power Automate, Azure OpenAI; familiarity with Power BI and Jira/Azure DevOps. Strong communicator with proven ability to drive cross-functional change.
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We are seeking an Automation Business Analyst to join our client, a boutique financial services firm, to design and scale AI-powered agents and workflows that enhance deal execution. You’ll own projects end-to-end—from design and build to production and monitoring—ensuring compliance, data quality, and measurable outcomes. This is a temp-perm opportunity (expected permanent conversion in Q1 2026). Hybrid in-office requirement in midtown NYC. Responsibilities
Deliver AI automation use cases across discovery, build, testing, deployment, and iteration. Translate business needs into workflows, prompts, and data contracts; partner with product, engineering, data, and risk teams. Maintain clean data inputs, monitoring, and runbooks; set standards for prompt engineering and adoption. Track usage, accuracy, and ROI via dashboards; prioritize next actions. Qualifications
5+ years in financial services with automation delivery. Skilled in Microsoft 365/Copilot, Copilot Studio, Power Automate, Azure OpenAI; familiarity with Power BI and Jira/Azure DevOps. Strong communicator with proven ability to drive cross-functional change.
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