Investment Operations Automation Analyst

LegalAndGeneral

Posted about 7 hours ago

Full Time

Chicago, Illinois

In Person

Smart Summary

Responsibilities

The analyst will design and deploy workflow automation and AI-enabled solutions to streamline investment operations and improve efficiency. They will partner with internal teams to identify operational pain points and implement scalable, auditable solutions.

Qualifications

You have a Bachelor's degree in computer science, finance, or a related field and 1-3 years of experience in automation technology development, ideally within the asset management industry. You are proficient with Microsoft Power Platform tools and have exposure to AI-enabled tooling like Copilot.

Must Have Skills for ATS

Microsoft Power Platform

Power Automate

Power Apps

Power BI

Copilot Studio

AI agents

workflow automation

process improvement

dashboards

management information

Job Description

Company Description

L&G's Asset Management business is a major investor across public and private markets worldwide, with $1.533 trillion in AUM.* Our clients include individual savers, pension scheme members and global institutions, who invest alongside L&G’s own balance sheet.

Our ambition is to be a leading global investor, innovating to solve complex challenges for our clients using the power of L&G. This is rooted in our investment philosophy and processes, which are focused on creating value over the long term.

We believe that incorporating financially material sustainability criteria, when relevant to our clients, can generate value and drive positive change.

Job Description

The Investment Operations Automation Analyst supports the delivery of scalable, controlled, and efficient operating models across Investment Operations. The role focuses on automating manual, inefficient and risk prone processes by designing and deploying workflow automation and AI enabled solutions, including leveraging Microsoft Copilot and AI agents, in close partnership with Operations teams.

This role is hands on, delivery oriented, and embedded within day to day Investment Operations, contributing directly to efficiency, cost effectiveness, control enhancement, and operational resilience.

Automation & AI Enablement

  • Design, build, and deploy workflow automation using Microsoft Power Platform tools (Power Automate, Power Apps, Power BI) to streamline Investment Operations processes.
  • Develop and maintain AI enabled solutions, including Copilot Studio AI agents, to support task triage, exception handling, data retrieval, and operational decision support.
  • Replace manual or inefficient workflows with automated, auditable, and scalable solutions.

Process Improvement & Business Partnership

  • Partner with Middle Office, Fund Operations, and Private Markets Operations teams to identify automation opportunities and operational pain points.
  • Translate business requirements into clear functional designs and delivered solutions.
  • Support prioritization of initiatives based on impact, feasibility, and risk reduction, in partnership with Operations leadership.

Data, Controls & Reporting

  • Build dashboards and management information to provide visibility into operational performance, exceptions, and workflow status.
  • Embed validation checks, controls, and audit trails into automated processes to support governance, risk, and regulatory expectations.
  • Track and evidence benefits including time savings, error reduction, and process standardization.

Change & Adoption

  • Support user adoption through documentation, training materials, and operational handover.

Contribute to continuous improvement initiatives and wider Operational transformation programs across L&G US.

Qualifications

  • Bachelor’s degree in computer science, finance, or related field
  • 1-3 years of experience developing and implementing automation technology in workflows, ideally in asset management industry
  • Experience with Microsoft Power Platform (Power Automate, Power Apps, Power BI)
  • Exposure to AI enabled tooling, including Copilot or AI agent development, or similar
  • Experience within Investment Operations, Fund Operations, Middle Office a plus
  • Strong process mindset with experience improving or automating operational workflows
  • Strong analytical and problem solving skills, with high attention to detail and control awareness
  • Ability to work closely with business users and translate operational needs into practical solutions
  • Understanding of operational risk, controls, and audit considerations
  • A self-starter who is vocal in identifying areas of improved efficiency and offers potential solutions
  • Excellent analytical, technical, and problem-solving skills, with strong attention to detail
  • Exceptional verbal and written communication, collaboration, and time management skills

Additional Information

$65,000 to $75,000

The starting salary offer will vary based on multiple factors, including but not limited to the applicant’s education, job-related experience, skills, and abilities, geographic location, and market factors. This position is also eligible to participate in the company’s annual discretionary bonus plan. Full time employees may be eligible for health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare, Dependent and Limited Care Flexible Spending Accounts, 401K, vacation, sick time, an employee assistance program, and commuter and transit programs.  Additional voluntary programs include: supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance and pet insurance. 

EOE Statement

As an EOE employer, L&G Asset Management, America will extend equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any other characteristic protected under applicable federal, state or local laws governing non-discrimination in employment. (2025)

  • Permanent/Regular or Fixed Term Contract/Temporary: Permanent (UK and ROW) / Regular (US)
  • L&G Business Unit: Legal & General Investment Management
  • L&G sub Business Unit: LGIMA
  • Primary Location: USA, Chicago
  • Job Family: COO
  • Compensation: USD 65000 - USD 75000 - yearly
  • LegalAndGeneral

    Legal & General is a leading UK financial services group and major global investor. Our three divisions enable us to carefully invest capital over the long term in a responsible way that delivers returns to shareholders while doing good. Along with growing our pension risk transfer business, our strategy focuses on asset management as the cornerstone of our business, including by opening up private markets to more of our clients. Meanwhile, our retail business is focused on building lifelong relationships with customers as they save for retirement and protect themselves and their families. What unites all three parts of our business is summed up in our purpose statement which sets out what we do, why we do it, and our belief in the power of capital. It builds on what’s inspired us since our beginnings in 1836, and challenges us to do more, with greater urgency, in more places, for more people and in more ways, for the long term.

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