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About the Role
This role focuses on sharing technical knowledge and experience managing core business platforms, promoting the use of Investran and related software across Gen II’s US offices. The goal is to maximize platform value, ensure consistent deployment, and maintain strong client relationships, thereby promoting Gen II's positive image.
Responsibilities
- Act as a Client Success subject matter expert, supporting Client Service teams to expand Gen II’s client base through effective system utilization.
- Provide specialized support, conduct health checks, and offer guidance on best practices for automation of reporting outputs and processes.
- Collaborate with client services teams to understand complex structures and provide comprehensive support for system structuring and setup.
- 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, analyze, and specify upcoming platform changes and options.
- Participate in the preparation, execution, and testing of system releases.
- Maintain a client-focused approach, working 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 platform use.
- Stay updated on system releases impacting platform efficiencies and functions to implement best practices.
- Proactively take on additional responsibilities and tasks as required.
- 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
About the Company
- Gen II is a global platform.