Technology Financial Operations AI & Automation Engineer
State Street provides financial services to institutional investors through investment management, custody, and servicing solutions.
About State Street
State Street helps institutional investors manage and safeguard assets through custody, fund administration, and investment management services. You can access front-to-back investment platforms, digital asset services, and global market solutions.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will identify and prioritize automation opportunities, map and simplify business processes, and translate requirements into workflow designs. You will build, deploy, monitor, document, and support AI-enabled automations using approved enterprise tools. You will partner with data, security, risk, audit, and business stakeholders to deliver secure, auditable solutions and measure their operational impact.
Requirements
- Experience designing, building, and supporting workflow automations, low-code solutions, AI-enabled assistants, or enterprise productivity tools
- Hands-on experience with Microsoft Power Platform, Power Automate, Copilot, Copilot Studio, SharePoint, Power BI, or comparable technologies
- Experience mapping business processes, documenting requirements, designing future-state workflows, and supporting adoption
- Understanding of data handling, access control, auditability, testing, change management, and support expectations
- Experience with enterprise AI or agentic workflow patterns
- Familiarity with Microsoft Fabric, Dataverse, API, SQL, Python, or data and integration approaches
- Experience with SDLC, model risk, data governance, responsible AI, or similar control frameworks
Responsibilities
- Identify and prioritize automation opportunities based on value, repeatability, risk, controls, and maintainability
- Map current processes and translate requirements into workflow designs, controls, exception paths, and support needs
- Build, deploy, and support automations using enterprise workflow, AI, and integration tools
- Use AI for intake triage, knowledge assistance, document review, exception identification, summarization, routing, and decision support
- Automate technology finance and operational reporting routines
- Operate automations as supported products with documentation, monitoring, releases, user guidance, and issue reporting
- Ensure solutions are compliant, auditable, secure, and supportable
- Track automation outcomes including effort avoided, cycle-time reduction, error reduction, control improvement, adoption, and user satisfaction
Benefits
- 401K with company match
- Medical, dental, vision, life, and long-term disability insurance
- Paid time off including vacation, sick leave, short-term disability, and family care leave
- Employee Assistance Program
- Annual performance-based awards
- Tax-advantaged savings plans
- Paid volunteer days
- Employee networks
- Flexible work-life support