Director – Client Service Applications – Europe

Gen II Fund Services; Southampton; Hybrid; GBP 90,000 - 140,000; Full time

Job summary

Gen II Fund Services is seeking a Director for Client Service Applications in Europe. The role focuses on sharing technical knowledge, managing core platforms (Investran and related software), and promoting their use across Gen II’s US offices to maximize value in a control-based environment.

You will oversee a team of subject matter experts, grow Gen II’s client base through system-driven pitches and migrations, and collaborate with client services to deliver exceptional service in a dynamic,

Qualifications

• Bachelor's degree in Accounting, Finance, Information Systems or related field; ACA/ACCA preferred.
• 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 data privacy risks.

Responsibilities

• Act as a system subject matter expert, supporting Client Service teams to expand Gen II’s client base through effective system use.
• Provide specialized support, health checks, and guidance on best practices for automation of reporting outputs across all Gen II jurisdictions.
• Oversee the development of reporting outputs and parameterization of various applications.
• Lead in system releases preparation, execution, and testing.
• Maintain a client-focused approach in a fast-paced environment.

Skills

Investran expertise

Automation

Data remediation

Reporting

Excel

Education

Bachelor's degree in Accounting/Finance/IS

ACA or ACCA preferred

Tools

Investran

Excel

VBA

Yardi

Job description

Director - Client Service Applications - Europe

Who is Gen II?

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. You’ll also receive training which will advance your skill set, both technically and personally allowing you to achieve your career aspirations with us. Be part of our community that recognizes achievements, promotes from within, and receive meaningful benefits which focus on your physical, mental and financial well-being.

www.gen2fund.com

What’s the role?

To share technical knowledge and experience managing the core business platforms and promoting the use of Investran and other related software across Gen II’s US offices, maximizing their value and ensuring consistent deployment and use of these global platforms, within a control-based environment.

To maintain and develop relationships with the client team and clients and to promote the positive image of Gen II through the professional application of our services and knowledge via the use of these global platforms.

To oversee and building a team of relevant subject matter experts, growing Gen II’s client base by leading client pitches, from a systems and automation perspective, and managing subsequent client migrations from a systems, data, and reporting perspective.

What you’ll be doing

Act as a system subject matter expert, supporting Client Service teams to expand Gen II’s client base through the 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.

The ideal background for this role:

• 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.
• Proficient skills in Investran and Excel.
• Experience with Yardi, VBA, and investor portals preferred

Role Location/Hybrid Schedule

This role can be based in our Southampton, Jersey, London or Luxembourg office. Although the nature of most of the roles within Gen II cannot be classed as totally flexible, there is scope in some cases for a form of Agile Working. The different ways in which Agile Working can be undertaken is dependent on the demands and needs of the business, the office space available and the individual’s preferences and circumstances.