Oaklanecapital
Website:
oaklanecapital.com
Job details:
AI Automation Specialist
Why This Role Matters
This role will act as a bridge between business processes and AI capabilities, ensuring that:
- Existing workflows are not just automated, but intelligently replicated and improved.
- Teams can operate with higher speed, accuracy, and scalability.
"The focus is not just on automation, but on deeply understanding how work is currently done and translating that into scalable AI-driven systems."
Role Overview
We are looking for an AI Workflow Automation Specialist to design, replicate, and scale intelligent workflows across business functions. The role will focus on translating existing manual processes into AI-driven automated systems, improving efficiency, accuracy, and scalability.
This is a high-impact, cross-functional role working closely with Research, Operations, Finance, and Marketing teams to identify automation opportunities and deploy scalable solutions.
Mandatory relevant experience of 3-5 years
(kindly do not apply if you do not fall under the said category)
Key Responsibilities
1. Workflow Replication & Automation (Core Responsibility)
- Study and map existing manual workflows across teams (Research, Onboarding, Reporting, Operations).
- Break down processes into step-by-step logic and decision points.
- Replicate these workflows using AI tools and automation platforms.
- Ensure automation mirrors real-world decision-making with accuracy and consistency.
2. Workflow Automation & Optimization
- Identify repetitive and manual processes and design automated workflows.
- Build end-to-end automation pipelines using tools such as Make, n8n, or similar platforms.
- Continuously optimize workflows to reduce turnaround time and manual intervention.
3. AI Integration & Use Case Development
Implement AI-based solutions using:
- OpenAI / LLM APIs
- Claude / GPT-based systems
- OCR, NLP, and document processing tools
Develop automation use cases such as:
- Document analysis and summarization
- Automated research and reporting workflows
- Client onboarding and compliance automation
4. Data Handling & System Integration
- Work with APIs, databases, and internal systems to integrate workflows.
- Automate data movement across tools (Excel, CRM, internal platforms).
- Ensure data accuracy, validation, and audit trails.
5. Process Improvement & Efficiency
- Analyze workflows and identify inefficiencies.
- Reduce manual dependency and improve process speed.
- Track automation impact (time saved, error reduction, output quality).
6. Collaboration & Implementation
- Work with business teams to understand processes deeply.
- Translate business logic into automation flows.
- Train teams and ensure adoption of automated systems.
Key Skills & Requirements
Technical Skills
- Hands-on experience with automation tools
- Python
- Strong understanding of workflow mapping and process design.
- Familiarity with AI tools and LLMs (OpenAI, Claude, etc.).
- Basic understanding of APIs, JSON, and integrations.
- System Integration
- Workflow Automation
- JSON
- Artificial Intelligence (AI)
- No-Code Development Platforms
Analytical & Process Skills
- Ability to break down manual processes into structured logic flows.
- Strong attention to detail and process accuracy.
- Problem-solving mindset with a focus on scalability.
Soft Skills
- Strong communication and stakeholder alignment.
- Ability to work cross-functionally.
- High ownership and execution focus.
Preferred Qualifications
- Experience in fintech, financial services, or operations-heavy environments.
- Exposure to low-code / no-code automation platforms.
- Basic coding knowledge (Python preferred but not mandatory).
Seniority Level: Mid-Senior Level
Industry: Investment Management
Employment Type: Full-time
Job Function: Information Technology
Skills
- System Integration
- Workflow Automation
- JSON
- Artificial Intelligence (AI)
- No-Code Development Platforms
- Python
Click on Apply to know more.
