Robotics Process Automation (RPA) Analyst - hybrid Philadelphia

Established in 1832, Janney Montgomery Scott LLC is a full-service financial services firm, providing comprehensive financial advice and superior service to individual, corporate, and institutional investors. At Janney, our mission is to be the highest standard of success in financial relationships.

Through our wealth management approach, we focus on the delivery of strategic financial plans that utilize a variety of financial products and services best suited to help individual investors and families meet their financial goals. Janney is equally committed to providing our corporate, municipal, and institutional clients with objective advice for the successful execution of their unique business plans. Janney serves clients through a network of professionals in branch offices located along the East Coast. We are an independently operated subsidiary of The Penn Mutual Life Insurance Company, one of the largest mutual insurance companies in the nation, and we are members of the New York Stock Exchange, Financial Industry Regulatory Authority, and the Securities Investor Protection Corporation.

The Janney Information Technology department has been a major contributor toward Janney productivity with successive years of record enterprise growth. The culture focuses on valuing individual contributions toward team accomplishments where employees have much say in their job. Janney IT has been recognized within the financial services industry including: a CIO 100 Honoree, Enterprise Mobility excellence within financial services, Computerworld Premier 100 IT Leader, WealthManagement.com in the category of Technology for Broker-dealers with less than 1000 Advisors, and most importantly - awarded 10 of the last 11 years by either InformationWeek or Computerworld as one of the 100 Best Places to Work in IT. Computerworld has ranked Janney #17 of 27 Midsize organizations recognized in the 100 Best Places to Work in IT for 2024.

Seeking experienced Robotics Process Automation (RPA) Analyst to join our growing team. This position will be responsible for interacting with internal business stakeholders (Customers) and utilizing workflow software platforms to automate business processes. The candidate will help define requirements, develop/configure workflow based robotic process automations, and provide production support for deployed automations. This position requires solid technical skills, an analytical mindset, aptitude for quickly learning to use software, and excellent communication skills.

What you are good at:

• Process Evaluation: Ability to break a complex process into its component steps, identify dependencies, evaluate inefficiencies, and propose redesign optimizations.
• Communication: Utilize verbal, written, and visual communication skills to document systems and interact with stakeholders and vendors.
• Organization: Maintaining progress on multiple simultaneous projects.
• Team-Oriented: Collaborating with team members and other departments across the organization.

Responsibilities:

• Lead end-to-end lifecycle of RPA initiatives, including requirements gathering, process analysis, solution design, development, testing, deployment, and ongoing support
• Design and develop RPA solutions using industry leading RPA tools such as Automation Anywhere and Xceptor
• Provide technical guidance and mentorship to junior RPA analysts and developers
• Configure, deploy, and support bots to automate repetitive tasks, data entry, data extraction, and other manual processes
• Meet with Customers to understand business problems, regulatory requirements, and finance/operations processes; exploring options to implement automated data processing packages to improve efficiency or increase accuracy
• Quickly analyze functional processes as described by business partners; and diagram workflows of the elements involved from source to outcome
• Propose improvements to the as-is workflow by incorporating principles of business process re-engineering, corporate best practices, and leveraging automation software capabilities
• Become a trusted partner for Customers who translates business processes into analysis; then helps interpret the analysis into actionable steps
• Collaborate with Application Developers, and Business Technology Leaders to incorporate value-added automations into broader technology projects
• Analyze and share results with users to ensure deployed solutions meet business requirements; and train users to interact with relevant process steps in automation software
• Troubleshoot and resolve process interruptions and failures

What you have:

• Technical, and motivated problem solver; capable of understanding complex processes and converting those to technical requirements defining a strategy to implement a sequence of steps to achieve the objective
• Intellectual curiosity, inclination for independent and self-directed work, and attention to detail
• Excellent communication skills including: oral, written, illustrative, data visualization, and presentation. Flexibility to interact with internal business customers, technical peers, management, and vendors on diverse topics
• Eagerness to learn rapidly new tools, applications, and techniques for process automation and data analysis; including SQL coding

Required skills/competencies:

• Bachelor s Degree in Computer Science, Information Systems, Engineering, or a related field
• Two (2) years of experience in Robotics Process Automation, with a proven track record of successfully delivering RPA projects from inception to completion as a Robotic Process Automation Analyst/Engineer
• Strong command of MS Excel
• Familiarity with Data Warehouse environments
• Solid experience with MS SQL
• Understanding Process Diagrams, Workflows, and Business Requirements
• Excellent technical documentation skills

Preferred education/experience:

• Preferred to have One (1) years experience at a Broker/Dealer or Investment Adviser understanding the data needs of Compliance Department, Operations Department, Financial Advisors, or Investment Adviser Representatives
• Experience using workflow-based automation software, such as RPA packages like Automation Anywhere, Xceptor, ActiveBatch, MS SSIS, etc.
• Experience in programming languages including MS SQL, Python, etc.
• Working knowledge of the Refinitiv BETA platform