Data & Configuration Analyst

Apex Group Ltd (UK Branch); City Of London; On-site; GBP 40,000 - 55,000; Full time

Job summary

A leading financial services provider in London is seeking a Tocan Data & Configuration Analyst to ensure data integrity within the Tocan Onboarding platform. This role involves writing SQL queries and collaborating with internal teams to enhance data workflows. Applicants should have 2-5 years of SQL experience, strong problem-solving skills, and familiarity with Financial Markets software. The position aims to improve system capabilities and support client onboarding activities.

Qualifications

• 2–5 years of hands-on experience with SQL, including query writing, optimization, and reporting.
• Demonstrated experience in managing and maintaining configurable software reference data.
• Fluent English language skills.

Responsibilities

• Create, manage, and maintain configurable reference data within the Tocan platform.
• Write, optimize, and maintain SQL queries for data extraction, transformation, and reporting purposes.
• Collaborate with cross-functional teams to resolve complex data-related challenges.

Skills

SQL query writing

Data extraction and reporting

Financial Markets software

Problem-solving skills

Collaboration

Job description

Overview

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business reaches globally, services locally, and provides cross-jurisdictional services. With clients at the heart of everything we do, our team has delivered significant growth and transformation, and we are represented by over circa 13,000 employees across 112 offices worldwide. Our aim is to empower and develop your skills and experience.

Job Description

The Tocan Data & Configuration Analyst will play a pivotal role in maintaining the accuracy, integrity, and consistency of configurable reference data within the Tocan Onboarding platform. This role requires a strong command of SQL and a proven track record of leveraging it to manage, extract, and report on critical data sets. The successful candidate will work closely with the Client Success Team, supporting jurisdictional and client onboarding activities, and contribute to internal and external reporting requirements through the creation and maintenance of SQL-driven data solutions.

This position also provides the opportunity to influence system enhancements by analyzing current data management practices and collaborating with both the Client Success and Product teams to streamline data workflows and improve platform capabilities.

Key Responsibilities

• Create, manage, and maintain configurable reference data within the Tocan platform
• Write, optimize, and maintain SQL queries for data extraction, transformation, and reporting purposes
• Design and implement SQL-based reporting solutions for internal stakeholders and external clients
• Test and validate system configurations and data changes
• Support the Implementation Team’s jurisdictional and client-specific onboarding processes
• Troubleshoot and resolve data discrepancies and configuration issues, ensuring data accuracy and completeness
• Collaborate with cross-functional teams to escalate and resolve complex data-related challenges
• Participate in ongoing initiatives to improve data management practices and enhance system functionality
• Contribute to the growth of the team with a proactive, flexible, and solutions-focused mindset

Skills & Experience Required

• 2–5 years of hands-on experience with SQL, including query writing, optimization, and reporting
• Fluent English language skills
• Demonstrated experience in managing and maintaining configurable software reference data
• Solid track record of building and supporting internal and client-facing reports using SQL and related tools
• Familiarity with Financial Markets software and domain knowledge in Know Your Client (KYC), Investor Onboarding, or Transfer Agency is a strong advantage
• Detail-oriented and highly organized, with the ability to work independently and in collaborative team environments
• Strong problem-solving skills with a proactive approach to troubleshooting and resolution
• Ability to manage multiple projects and meet deadlines in a dynamic, fast-paced environment

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Disclaimer

Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.