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Chatham Financial

Global financial risk advisory and technology

Digital Workplace Service Engineer

Enterprise ApplicationsUpdated on Nov 12
Full-timeIn-person

About the Job

Requirements

  • The candidate must have 3–5+ years of experience in a similar role, with a demonstrated track record of building automation solutions and driving technology adoption.
  • The candidate must have the ability to gather requirements from non-technical stakeholders and translate them into automated solutions.
  • The candidate must have working knowledge of the Microsoft 365 suite, including Teams and SharePoint, and be able to champion adoption.
  • The candidate must have hands-on experience developing solutions with Microsoft Power Platform, including Power Automate and Power Apps, PowerShell scripting, and Microsoft Graph.
  • The candidate must have a strong customer-service orientation and the ability to teach people of all technical abilities.
  • The candidate must have practical experience applying AI tools such as ChatGPT, Claude, GitHub Codex, and Cursor to real business problems, with enthusiasm for staying current on the evolving AI landscape.

Responsibilities

  • Promote AI, automation, and Microsoft 365 tools in partnership with the firmwide technology champions network, helping employees understand practical applications through articles, demos, webinars, and hands-on sessions.
  • Consult directly with business units on process challenges, identify automation opportunities, and design and build solutions using Power Automate, Power Apps, PowerShell, and Microsoft Graph.
  • Engage with vendors and the broader AI and automation community to stay current on emerging tools, techniques, and best practices, and bring new capabilities to the firm.
  • Provide feedback to IT leadership on AI and automation tooling to inform strategic product and engineering decisions.
  • Champion standards, governance, and best practices for citizen development and AI usage across the Power Platform and beyond, including automation of identity and access workflows in Microsoft Entra ID.
  • Drive adoption and best practices across Microsoft 365, including Teams and SharePoint, in partnership with the Digital Workplace Services team.
  • Own key performance indicators tied to adoption, efficiency gains, and employee engagement with AI, automation, and Microsoft 365 tools.
  • Lead business engagements to understand challenges and propose process-improvement and business-process-automation solutions.
  • Identify and deliver automation solutions that eliminate manual work and increase employee capacity.
  • Contribute to IT's vision and roadmap for AI, automation, and modern workplace strategy.

Desired Qualifications

  • Familiarity with Microsoft Entra ID, including identity, access, and app registrations.
  • Experience with Lean process improvement.

About the Company

Chatham Financial

Global financial risk advisory and technology

Chatham Financial provides advisory services and technology solutions to help organizations manage financial risk across global markets. Its approach blends tailored risk-management strategies with software platforms and subscription-based tools, plus transaction-based services. Distinct from many peers, it leverages a large global network (working with over 3,000 firms) to deliver customized, cross-market risk solutions. Its goal is to help clients navigate capital markets, reduce financial risk exposure, and improve financial outcomes.

Company size
501-1,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Kennett Square, PA
Founded
1992

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