Client Success Analyst: Investran Platform Expert

Gen II Fund Services; Greater London, Southampton; Hybrid; GBP 65,000 - 95,000; Full time

Job summary

Gen II Fund Services is seeking a Client Success Platform Manager to share knowledge and optimize core business platforms such as Investran across global offices. You will promote best practices, manage data remediation, and automate reporting to maximize platform value in a control-based environment.

The role emphasizes collaboration with client service teams, ownership of platform changes, and proactive expansion of Gen II’s client base through superior service and expertise.

Qualifications

• Minimum bachelor’s degree in Accounting, Finance, Information Systems or related field.
• 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.
• Good understanding of GDPR and risks associated with personal data.
• Experience with system training and support functions.
• Proficient in Investran and Excel; experience with Yardi and investor portals preferred.

Responsibilities

• Act as a Client Success subject matter expert, supporting Client Service teams to expand Gen II's client base through effective use of systems.
• Provide specialized support, conduct health checks, and guide on best practices for automating reporting outputs and processes across Gen II jurisdictions.
• Collaborate with client services teams to understand complex structures and provide comprehensive system setup and support.
• Own data remediation and automate outputs for Investran and related platforms.
• Manage development of reporting outputs and parameterization of applications.
• Identify, analyze, and specify upcoming platform changes and options.
• Participate in preparation, execution, and testing of system releases.
• Maintain a client-focused approach in fast-paced, high-pressure environments.
• Serve as a reference for issues and queries related to Investran and other platforms.

Skills

Investran

Platform management

Client service

Reporting automation

Bespoke report writing

Excel

VBA

GDPR awareness

Education

Bachelor's degree in Accounting/Finance/Information Systems

ACA or ACCA preferred

Tools

Investran

Yardi

Investor portals

Job description

Gen II Fund Services is seeking a Client Success Platform Manager to share knowledge and optimize core business platforms such as Investran across global offices. You will promote best practices, manage data remediation, and automate reporting to maximize platform value in a control-based environment.

The role emphasizes collaboration with client service teams, ownership of platform changes, and proactive expansion of Gen II’s client base through superior service and expertise.