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Automation Engineer
(Reporting & Presentation Automation)
About the Role
The Technology Risk Controls Engineering team within Morgan Stanley's Technology Organization is looking for a talented, enthusiastic intermediate-level Automation Engineer to design and develop solutions that automate the creation of PowerPoint presentations and management reporting for senior leadership.
The ideal candidate combines automation engineering, data integration, Python, and generative AI tooling and skills to transform manual reporting processes into reliable, repeatable solutions.
Key Responsibilities
- Design and develop automated solutions for recurring executive and management reporting.
- Automate the creation of PowerPoint presentations, including charts, tables, metrics, commentary, and standardized slide layouts.
- Use Microsoft Copilot and Copilot Studio to incorporate AI-assisted summarization, content generation, and workflow automation.
- Use Python and SQL to extract, transform, reconcile, and validate data from multiple sources.
- Integrate information from sources such as Excel, SharePoint, OneDrive, databases, APIs, JSON, CSV/Parquet files, and Microsoft 365.
- Develop automated data-quality, content, and presentation validation controls.
- Build reusable automation components with appropriate logging, exception handling, testing, and documentation.
- Partner with business and technology stakeholders to translate reporting requirements into scalable automation solutions.
- Ensure solutions appropriately address data security, access controls, auditability, and operational risk.
Required Skills
- Intermediate Python development skills, including data manipulation and automation.
- Working knowledge of Microsoft Copilot and Copilot Studio.
- Experience automating PowerPoint or management reporting processes.
- Experience with SQL, Excel, APIs, JSON, and data transformation.
- Understanding of prompt engineering and practical enterprise uses of generative AI.
- Strong problem-solving skills and ability to work with structured and unstructured data.
- Experience with software engineering practices such as Git, testing, code reviews, and documentation.
Preferred Experience
Experience with several of the following is beneficial:
- Power Automate
- Microsoft Graph
- SharePoint and OneDrive
- PowerBI
- Jira
- Jira Cloud API
- Enterprise reporting or management information systems
Qualifications
- Approximately 3 5 years of relevant experience in automation engineering, software development, data engineering, or analytics.
- Bachelor's degree in Computer Science, Engineering, Information Systems, Data Analytics, or a related discipline, or equivalent practical experience.
- Strong communication skills and the ability to work with both technical teams and business stakeholders.
Pi-square technologies is a Michigan (USA) Headquartered Automotive Embedded Engineering Services company, Synergy Partner for major OEMs and Tier 1s and their implementation partners in Automotive Embedded Product Development, Projects, Requirements Analysis, Software Design, Software Implementation, Efficient Build, Release Process, and turnkey software V & V Services. We have more than 20+ years of industry expertise with specialization in the latest cutting-edge automotive technologies such as Infotainment, connected vehicles, Cyber security, OTA, and Advanced Safety/ Body electronics.