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  • Posted: Jul 16, 2025
    Deadline: Jul 28, 2025
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  • Momentum Metropolitan Holdings, formerly MMI Holdings, is a South African-based financial services group was established on 1 Dec 2010, through the merger of Metropolitan and Momentum. We are specialists in long and short-term insurance, asset management, savings, investments, healthcare administration, health risk management, employee benefits and reward...
    Read more about this company

     

    Process Automation Specialist

    Role Purpose    

    • To design, implement and maintain automation solutions that streamline and improve investment operations, reduce manual effort, and support operational excellence through process engineering and digital enablement.

    Requirements    
    Education & Qualifications

    • Bachelor’s degree in Engineering, Information Systems, Business, or a related field.
    • Graduate Level role: Exposure to or academic knowledge of process analysis and improvement methodologies will be advantageous.
    • Hands-on experience with UiPath, including development and orchestration.
    • Strong understanding of business process mapping and documentation techniques.
    • Knowledge of Lean, Six Sigma, or other process improvement methodologies is a plus.
    • Excellent problem-solving and critical-thinking skills.
    • Strong communication and interpersonal skills to engage with cross-functional teams.
    • Ability to manage multiple priorities and work independently in a fast-paced environment.

    Preferred Qualification

    • UiPath certification (e.g., UiPath RPA Developer Foundation/Advanced).
    • Experience working in industries such as finance, healthcare, or manufacturing.
    • Familiarity with Agile or other project management methodologies.

    Technical Knowledge

    • RPA Platforms: Power Automate, UiPath, Alteryx, or equivalent
    • Workflow & Process Design: BPMN, Lucidchart, Visio
    • Data: JSON, Excel, SQL
    • Programming/Scripting: Python, VBA, Java, or C# (advantageous)
    • SDLC & Agile delivery principles
    • Testing, documentation, and change control
    • Familiarity with investment processes or systems (e.g., trading, settlement, compliance)

    Duties & Responsibilities    
    Overview

    • Collaborate with stakeholders to identify, analyze, and understand existing business processes across departments.
    • Document end-to-end business processes using standardized methodologies (e.g., process maps, flowcharts, SOPs).
    • Identify opportunities for process improvement and automation.
    • Design, develop, test, and deploy automation solutions using UiPath in line with best practices.
    • Work closely with business teams to gather automation requirements and ensure solutions meet business needs.
    • Maintain and update process documentation as business needs evolve.
    • Monitor, maintain, and optimize existing automation workflows for reliability and performance.
    • Train and support end-users on automated processes and UiPath solutions.
    • Ensure compliance with governance, risk, and compliance (GRC) requirements related to process automation.
    • Apply basic project management principles to effectively prioritise tasks and manage time across multiple deliverables.
    • Demonstrate foundational development or technical skills to support problem-solving and allow for assessment of logical thinking capabilities.
    • Proactively identify opportunities to simplify and streamline processes for improved efficiency.
    • Approach tasks with a logical and solutions-oriented mindset, consistently seeking smarter, simpler ways of working.
    • Internal Process
    • Identify manual or repetitive processes suitable for automation across investment operations (e.g., onboarding, trade settlement, reporting).
    • Design and implement automated workflows using tools such as Power Automate, UiPath, Alteryx, or similar.
    • Develop and document automation scripts, dashboards, or logic flows for internal teams.
    • Conduct testing and ensure deployment of robust, compliant automation solutions.
    • Establish and maintain an automated process library and knowledge base.
    • Collaborate with business analysts, developers, operations, and IT to align automation initiatives with broader operational goals.
    • Track automation performance, usage, and efficiency gains to ensure ROI.
    • Follow IT governance, change control, and audit protocols in all automation projects.

    Client Service

    • Support internal teams with automation training and solution adoption.
    • Engage stakeholders to gather requirements and identify service gaps.
    • Continuously improve the user experience of automated processes.
    • Respond to feedback and ensure automations align with stakeholder needs.

    People & Culture

    • Build collaborative relationships with peers and cross-functional teams.
    • Contribute to innovation by researching new tools, methods, or frameworks.
    • Take ownership of personal growth and development within the automation field.
    • Assist in mentoring junior team members or automation users where applicable.

    Finance & Efficiency

    • Identify and implement cost-effective automation solutions that reduce resource dependency.
    • Provide input into project budgeting and resource forecasting.
    • Track savings and value-add metrics tied to automation deployments.

    Competencies    
    Behavioral Competencies

    • Analytical Thinking
    • Innovation & Initiative
    • Attention to Detail
    • Collaboration & Relationship Building
    • Planning & Execution
    • Continuous Learning
    • Resilience and Adaptability

    Deadline:20th July,2025

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