Demo

Process Automation Engineer/ Data Analyst

Collabera
Charlotte, NC Contractor
POSTED ON 6/5/2026
AVAILABLE BEFORE 7/4/2026
 
 

Project Details:


Client:               Banking


Position:           Process Automation Engineer/ Data Analyst


Location:          Charlotte, NC 28202 : 3 day in office, 2 day remote weekly


Schedule:         Mon-Fri : Basic Business hours


Duration:          6-month contract to start, potential to extend down the road


Work Hours:    40 hrs/ wk


Pay range:       $50 -55/hr


 


 


Must Haves:



  • Alteryx OR Xceptor

  • 4 years of building out process improvement/automation solutions

  • Capital Markets/Investment Banking Background

  • Can be: fixed income cash (bonds), OTC Derivatives (interest rate, commodities, equities, fx options), Core FX (swaps forwards), equity cash (stocks, exchange traded, convertible bonds)


 


Plus:



  • PowerApps

  • STP processing, process simplifications, operational control enhancement

  • AI exposure

  • Strong reporting skills


 


Day to Day:



  • This Process Automation Engineer will join the Corporate Investment Banking Operations LOB at bank.

  • This person will be in charge of the end to end data analytics and reporting lifecycle for a few different workstreams within the group.

  • They will take over the current manual reporting work and build scalable, automated data frameworks with the help of the technology team.

  • A day in the life looks like pulling data from multiple different systems within CIB Operations, creating custom logic / approximations, and consolidating it to present to senior leadership.

  • As an example, some of these reports could be used for capacity planning, STP/RFT reporting, etc.

  • Since this person will be working with owners of different operational data, it’s imperative this person has a background in capital markets. It doesn’t have to be an expert, but this person should be able to distinguish bonds vs derivatives, or futures vs options.

  • Data sets can range from 5 rows to 1500 rows depending on the report, so this person should have very senior analytical skills, as well as be able to utilize python to simplify the analytics process.


 


Project Background - Why/Mission:



  • The HM is seeking a Process Automation Engineer to join her team within the Corporate Investment Banking Operations LOB at bank.

  • This person will be working within the Intelligent Automation space, building out solutions for automating the CIB operations processes.

  • A lot of the current processes are manual and often require excel extractions.

  • This person will be in charge of building out solutions utilizing Alteryx, XCeptor, and/or PowerApps to automate those different processes.


Note: The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, life insurance, long-term disability insurance, short-term disability insurance, paid parking/public transportation, paid time off, paid sick and safe time, hours of paid vacation time, weeks of paid parental leave, and paid holidays annually - as applicable.

Salary : $50 - $55

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