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About the Role

This role involves managing core business platforms, promoting the use of Investran and related software across Gen II's US offices to maximize value and ensure consistent global deployment. It also focuses on maintaining client relationships, leading client pitches from a systems perspective, and managing client migrations.

Responsibilities

• Act as a system subject matter expert, supporting Client Service teams to expand Gen II’s client base through effective and efficient utilization of systems.
• Provide specialized support, conduct health checks, and offer guidance on best practices concerning the automation of reporting outputs and processes across all Gen II jurisdictions.
• Drive excellent levels of client delivery, via systems and automation, in line with Gen II standards, procedures and guidelines.
• Collaborate closely with client services teams to understand complex structures and provide comprehensive support to clients and client-facing teams from a system structuring and setup perspective.
• Take ownership of data remediation and efficient output automation for Investran and other related global platforms.
• Manage the development of reporting outputs and the parameterization of various applications.
• Identify, analyse, and specify all upcoming platform changes and options.
• Lead in the preparation, execution, and testing of system releases.
• Maintain a client-focused approach, demonstrating the ability to work effectively in a fast-paced, high-pressure environment.
• Serve as a point of reference for the business, addressing and resolving issues and queries related to the use of Investran and other platforms under your remit.
• Stay updated on system releases that impact the future efficiencies and functions of the platform to ensure best practices and methodologies are implemented into standards and procedures.
• Proactively take on additional responsibilities and tasks as required by your line manager and the Client Service Applications team.
• Drive growth in fund clients through the provision of first-rate service.

Requirements

• Ideally a minimum of a bachelor's degree in Accounting, Finance, Information Systems, or a related field; ACA or ACCA preferred.
• Over 5 years of relevant experience in platform management and the finance industry.
• Demonstrated skills in fund system setup, configuration, platform management, troubleshooting, and ongoing development.
• Hands-on experience with bespoke report writing and output automation.
• A good understanding of GDPR and the risks associated with personal and sensitive data.
• Practical experience in system training and support functions.

Skills

• Investran
• Excel
• Yardi
• VBA
• Investor portals

Location

• Southampton
• Jersey
• London
• Luxembourg

Work Type

• Agile Working

Experience Level

• Over 5 years of relevant experience

Education Level

• Bachelor's degree in Accounting, Finance, Information Systems, or a related field
• ACA preferred
• ACCA preferred

Benefits

• Training which will advance your skill set, both technically and personally
• Meaningful benefits which focus on your physical, mental and financial well-being

About the Company

• Gen II is a leading fund administration provider focused entirely on serving private capital asset managers and investors with a best-in-class combination of people, process, and technology.
• Gen II has more than $1 trillion in private fund capital assets under administration and recently acquired Crestbridge to expand operations in the UK and Europe.
• With 13 offices and more than 1,700 employees in the U.S., Canada, the UK, and Europe, we’re looking for do-ers, problem-solvers, and entrepreneurs like you who want to make an impact in our industry, grow with us, and create a community where everyone thrives.
• Careers mean more at Gen II – more opportunity, more innovation, and more ideas!
• You’ll have the opportunity to grow in ways that are meaningful to you and work alongside some of the best people in their field.
• Be part of our community that recognizes achievements, promotes from within