Technical Operations & AI Automation Analyst

Role overview

Data and systems

• Maintain and improve CRM candidate and company records, specialisms, ownership, and pipeline stages.
• Find duplicate, outdated, or incomplete records and prevent recurring data issues.
• Build consistent tagging and segmentation across quant research, trading, software engineering, infrastructure, and related markets.
• Document workflows for consistent team use.

Automation and AI

• Connect recruitment tools using APIs, webhooks, automation platforms, and scripts.
• Build workflows for data enrichment, candidate rediscovery, follow-up reminders, and reporting.
• Use AI tools for research, information extraction, candidate summaries, and administration.
• Test outputs, handle exceptions, and monitor automations after launch.
• Apply access controls and human review for candidate data and external communications.

Research and reporting

• Translate role requirements into structured searches and candidate lists; search existing records before sourcing new profiles.
• Prepare research for candidate and client conversations.
• Report submissions, interviews, offers, and placements by client and role.
• Track database candidates separately from those contacted, engaged, and submitted.

What the employer is looking for

• Track record improving business processes through data, systems, or automation; strong spreadsheet skills for cleaning, matching, and reconciling datasets.
• Working automations built in n8n, Make, Zapier, or similar; confidence with APIs, webhooks, and structured data.
• Python or JavaScript may be used for tasks standard tools cannot handle.
• Practical AI-tool experience with sound judgement about accuracy and verification.
• CRM or ATS experience; Loxo is a plus.
• Clear communication, attention to detail, independence, and discretion with confidential candidate and client information.