Associate (A1) - Investran Techno Functional

Theapexgroup; Hyderabad; On-site; INR 700,000 - 1,200,000; Full time

Job summary

The Apex Group in Bangalore is seeking an Investran Techno-Functional Associate to join our Fund Services team. You will design and deliver high-quality Investran reports, liaise with FIS, and support automation initiatives for Private Equity clients.

Ideal candidates have 5+ years in fund administration, strong SQL, Crystal Reports, and SSRS skills, and proven project management and communication abilities to work with global stakeholders.

Qualifications

• BE or postgraduate or CFA/CA/MBA or equivalent.
• 5+ years of fund admin experience including client reporting and app support.
• Strong research and analytical skills with ability to synthesize data.
• Independent, proactive, and able to manage multiple tasks.
• Excellent communication and stakeholder management skills.

Responsibilities

• Design, develop and implement high quality reports for global PE clients.
• Work with FIS to identify issues and drive their resolution.
• Promote product knowledge and participate in PE forums.
• Automate manual processes and support day-to-day requirements.
• Create and maintain technical documentation and guides.

Skills

SQL queries

Analytical skills

Project management

Communication

Education

BE or Post-graduate / CFA / CA / MBA / CCRA / CIIA / CAIA & equivalent

Tools

Crystal Reports

SSRS Report Builder

VBA

MS Excel

Job description

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 is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide. Your career with us should reflect your energy and passion.

Investran Techno Functional - Associate - Permanent

Location: Bangalore, India I Experience: Fresher I Industry/Domain: Fund Administration

Apex Group Ltd has an immediate requirement for a FIS Investran Techno-Functional Senior Associate for its Fund Services business within the Private Equity & Real Estate Funds ("PERE") division.

The principal responsibilities for the job are managing client reporting request, monitoring the Investran database, enhancing the technical product and supporting operational excellence.

The role requires.

• Design, develop and implement high quality reports for our global Private Equity clients and their investors.
• Working closely with our system vendor FIS to identify application issues and help drive their resolution. Knowledge of PE GL Suite FIS Investran is a must.
• Promote product knowledge and team initiatives key PE forums such as the Investran Task Force.
• Understanding any manual process and work on automation improvements.
• Work on ad-hoc projects driven by the business while continuing to support the day-to-day requirements.
• Create and maintain technical documentation, including user manuals and guides.
• Strong project management experience with excellent stakeholder/client relationship management skills.

Desired Technical Experience and Knowledge:

• 3+ years of related experience with Crystal Reports & SSRS Report Builder is a must
• Writing SQL queries against any RDBMS, VBA and other Programming language will be a plus
• Good understanding of unit testing , software change management, and software release management
• Domain/Working knowledge of financial industry data models is a plus.
• General knowledge/skills: Databases, Excel, PowerPoint

Position Requirements Include:

• BE plus/or Post-graduate / CFA / CA / MBA / CCRA / CIIA / CAIA & equivalent
• 5+ years of experience in relevant fund admin experience incl. Client Reporting and Application support
• Strong research and analytical skills, including critical thinking and the ability to integrate various sorts of data and information in the analysis
• Experience working independently, proactively identifying or initiating ways to enhance a process, procedure or outcome that benefits the organization
• Ability to prioritize a large and varied workload, managing multiple tasks and details simultaneously
• Ability to show initiative, willingness to learn and take on responsibilities as contributing team member either in a lead or in a backup role to ensure team success
• Should be solutions focused and have the ability to work in unstructured environments under minimum or no supervision
• Willingness to acknowledge what is not understood and seek assistance
• Effective oral and written communication skills to clearly articulate analysis
• Advanced understanding of MS Excel, Word and PowerPoint