Senior Analyst - Investran

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

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.

What You'll Be Doing

Act as a Client Success 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.

• 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.
• Participate 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 is 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.