RPA Operations Automation Analyst

Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, Pennsylvania, United States of America Req #777
Friday, August 20, 2021
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments.  We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.



The RPA Automation Systems Analyst will play a key role in the Core Operations team. This team member will work closely with the department managers to deliver successful projects and maintain the highest standards of quality. T he candidate will help with ongoing operations as well as assist in facilitating the implementation of the Automation Anywhere RPA platform in multiple business units . The ideal candidate will demonstrate strong technology skills, is organized, has a good eye for detail and has a deep understanding of all departments and the desire to make a significant impact on Janney Operations and the other business units .  




  • Product Delivery & Execution
    • Manage the product(s) lifecycle from inception through execution of tactical activities needed to keep the product(s) growing, relevant and universally accepted & utilized across departments
    • Prioritize project agenda based on department needs
    • Create and maintain automation and control documents
    • Be familiar with the software and development process to help translate the progress and vision to a roadmap
    • Manage product(s) from existing ideas and assist in developing new ideas
    • Define and document requirements and work closely with teams to ensure all are addressed
    • Organize successful and thorough testing efforts
    • Produce and maintain project agendas
    • Provide regular status updates, enhancements and milestones to key company stakeholders
  • Platform Support
    • Develop connections across teams at Janney, be approachable, and a trusted subject matter expert
    • Perform workflow and system maintenance and troubleshooting
    • Research reported errors and design solutions to address issues
    • Coordinate production of “bots”
    • Assist in vendor relationship management
  • Quality
    • Work closely with the department manager to develop an effective control environment
    • Design and perform audits, resolve issues and proactively recommend ideas to improve operational processes, policies and procedures
    • Translate feedback from Janney Operations teams
  • Team Support
    • Assist department manager with training of department associates


Required Experience

  • 3-5 years of industry experience required
  • Demonstrated success leading projects of varying complexity from inception to completion



  • Bachelor’s Degree or equivalent experience in Financial Services Operations or the financial industry.
  • Advanced understanding of investment concepts related to investment operations



  • Project management expertise using an agile project management methodology
  • Strong ability to problem solve and provide solutions in a timely manner
  • Proficient in Microsoft Office; advanced Excel skills required
  • Experience with data aggregation and analysis solutions preferred
  • Experience working with cross functional teams and all levels of management
  • Knowledge/experience using SQL preferred
  • Strong oral and written communication skills
  • Excellent client service skills
  • Ability to demonstrate Janney values

Janney is dedicated to promoting and supporting diversity within our workplace.  We provide an environment that promotes respect, integrity, teamwork, achievement and acceptance regardless of age, disability, education, gender, gender expression, gender identity, job level, marital status, military status, national origin, parental status, pregnancy, race, religion, sexual orientation, socioeconomic status, or other protected factors. Janney is committed to equal employment opportunities and providing reasonable accommodations to applicants with physical and/or mental disabilities.

Other details

  • Pay Type Hourly
  • Janney Montgomery Scott LLC, 1717 Arch Street, Philadelphia, Pennsylvania, United States of America