Senior Analyst - Yardi

Gen II Fund Services; Greater London; Hybrid; GBP 52,000 - 66,000; Full time

Job summary

Gen II Fund Services seeks a capable professional to configure, develop, and maintain Yardi and related software across its offices, maximizing platform value in a control-based environment.

You will maintain client relationships, promote Gen II’s services, and support onboarding, reporting, and automation within fast-paced settings, ensuring data integrity and smooth system releases.

Qualifications

• 1–2 years’ relevant finance industry experience in Real Estate/Real Estate Funds.
• Strong accounting/bookkeeping experience with understanding of client/investor reporting outputs.
• Hands-on experience with bespoke report writing and output automation.
• Understanding of GDPR and risks associated with personal data.
• Candidates pursuing or holding a bachelor’s degree in Accounting, Finance, Information Systems; ACA or ACCA.
• Previous experience with Yardi projects, configuration, implementation or migration is ideal but not required.

Responsibilities

• Take ownership of data remediation, migrations, and output automation for Yardi and related platforms.
• Collaborate with clients to understand complex structures and support client-facing teams.
• Lead onboarding of new clients, build reporting outputs and parameterize applications.
• Identify platform changes, test and release system updates.
• Provide system usage MI to stakeholders and support process improvements.

Skills

Data remediation

Reporting outputs

Output automation

GDPR awareness

Yardi experience

Finance/accounting knowledge

Education

Bachelor’s degree in Accounting/Finance/Information Systems

ACA or ACCA

Tools

Yardi

Excel

Job description

What’s the role?

To assist in the configuration, development, and maintenance of Yardi and other related software across GenII’s offices, maximising the value 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 GenII through the professional application of our services and knowledge via the use of these global platforms.

What You’ll Be Doing

• Take ownership of data remediation, migrations to, and efficient output automation, of Yardi and other related global platforms
• Working closely with the clients to understand complex structures, collaboratively supporting our clients and client facing teams from a system structuring and setup perspective
• You will be involved in the onboarding of new clients, take ownership of building reporting outputs and parameterization of various applications
• Identifying, analysing and specifying all kinds of upcoming platform changes and options
• You will be involved in the preparation, execution and testing of system releases
• Client focused with an ability to work in a fast paced, high pressured work environment
• Act as a point of reference for the global Real Estate and Real Estate Funds business to answer and resolve issues/queries related to the use of the Yardi and other platforms under your team’s remit
• Keeping abreast of system releases affecting the future efficiencies and functions of the platform to ensure that best practice and working methodology are implemented into standards and procedures
• You will be involved in data integrity monitoring to ensure all client and investor static data is captured, recorded and accurate in all core platforms used by the business
• Pro-actively take on additional responsibilities and tasks as required by your line manager and the Client Service Applications team
• Contribute to on-going discussions on operational process and best practices; document and implement process improvements.
• Prioritising own and others (where appropriate) workloads and projects ensuring that deadlines are met
• Provide input to establish plans for new client setup and transitions
• Dealing with matters and queries in a timely manner
• Responsible for participating in appropriate projects and initiatives
• Attend and constructively contribute to Client Service Applications and other internal committees/meetings as required from time to time
• Take responsibility for providing system usage MI to key stakeholders within the business
• Develop client relationships, playing a key role in business development through system demonstrations and discussions with other Yardi Subject Matter Experts

The ideal background for this role:

• 1-2 years’ relevant finance industry experience in Real Estate/Real Estate Funds
• Strong accounting/bookkeeping experience with an understanding of client/investor reporting outputs and a drive to automate/improve processes
• Hands on experience with bespoke report writing and output automation (via systems or Excel)
• Understanding of GDPR and risks associated with personal/sensitive data
• Candidates must have/studying towards a bachelor’s degree in either of the following or related fields: Accounting, Finance, Information Systems; ACA or ACCA
• Candidate must either have similar relevant experience in accounting application support, or a strong Yardi business user with a mindset of automation and a willingness to learn and grow into the role
• Previous experience with Yardi (or similar system) projects, configuration, implementation, migration, and ongoing development ideal but not a prerequisite for a candidate with the correct mindset, approach or other relevant experience

Role Location/Hybrid Schedule

This role is based in either of our Southampton, Jersey, London or Luxembourg offices. 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.