At a Glance
- Tasks: Design and maintain Anaplan models for fund administration processes.
- Company: Join a dynamic team at a leading finance and analytics firm.
- Benefits: Training, career progression, and a supportive work environment.
- Other info: Collaborative culture with opportunities for continuous improvement and innovation.
- Why this job: Make an impact in finance while developing your technical skills.
- Qualifications: 3-5 years in finance or analytics; Excel and Anaplan experience preferred.
The predicted salary is between 60000 - 75000 £ per year.
About the role: Reports to Head of Client Forecasting & Analytics. This role will play a key part in a new specialist team by assisting in the design, build, and maintenance of Anaplan models to support fund administration processes, including carried interest waterfall calculations for private equity and alternative investment funds. The role involves engagement with Commercial and Client Services Teams to assess calculation requirements for the pipeline of funds and clients within their scope, translating these into incremental development requirements. It requires close collaboration with senior members of the CF&A team to implement changes and with Commercial and Client Services Teams to test, investigate issues, and facilitate model adoption across the client base.
Accountabilities
- Model Design and Development: Assist in building and maintaining complex Anaplan models for waterfall calculations. Ensure models adhere to best practices for performance, scalability, and maintainability.
- Best Practice & Framework Management: Champion adoption of global standards and models for diverse waterfall calculations, accommodating various fund structures (European vs. American, whole‑of‑fund vs. deal‑by‑deal, multi‑level waterfalls). Provide a robust, scalable, and auditable offering.
- High‑Quality Service: Deliver excellent service to the business with proactive behaviours and timely responses.
- Continuous Improvement: Suggest and help deliver incremental improvements and refinements.
- Stakeholder Collaboration: Work closely with cross‑functional stakeholders – Commercial, Client Services, technology, and transformation teams – distilling business requirements and proposing modelling solutions. Provide training, support, and issue resolution to end‑users.
- Wider Process Optimisation: Develop further use‑cases to automate existing manual processes and reduce risks.
- Upskilling: Progress technical capabilities toward a Master Anaplanner level over time.
Technical Skills
- Experience modelling with a high degree of Excel proficiency; ability to translate requirements or legal mechanics into comprehensive financial models.
- Experience using Anaplan or similar multi‑dimensional planning tools.
- Comfortable with structured, multi‑dimensional datasets.
- Strong understanding of risk and internal control frameworks.
People Skills
- Comfortable asking questions and working collaboratively.
- Strong sense of ownership and quality.
- Ability to translate business requirements into technical criteria.
- Ability to explain technical modelling principles to non‑expert audiences.
Experience & qualifications: 3–5 years in finance, analytics or similar fields; demonstrable proficiency in Excel modelling; previous experience with Anaplan or similar tools; strong understanding of data structures; proven track record of continuous improvement. Professional accounting qualification (e.g., ACA, ACCA, CPA) desirable but not essential. Strong communication skills.
Manager Requirements
- Change Advocate: Identify and encourage automation and innovation, championing new technologies and processes.
- Problem Solver: Leverage depth of knowledge to resolve problems lacking precedent.
- Collaborator: Understand team needs, encourage perspectives, mentor, and connect across Aztec jurisdictions and product lines.
- Commercial Acumen: Build commercial knowledge and awareness of changing business environment and risk profile.
Key Internal Interfaces
- Commercial – Product Team (Client Experience & Insights), Sales Team, Client Relationship Leaders.
- Client Services – Asset Class Client Service leaders and teams, Onboarding Team, Data & Delivery Operations Group.
- Functions – Technology, Risk & Compliance, Transformation.
Key External Interfaces
- Third Party Auditors.
Aztec will provide training, both in‑house for relevant technical knowledge and professional qualifications, to support your professional development. You will need to be quick to learn new systems and work effectively with people, as close working relationships with colleagues and clients are at the heart of our work. We support career progression and encourage growth across the organisation.
Client Forecasting & Analytics Manager - Anaplan employer: Aztec Financial Services (UK) Limited
Aztec is an exceptional employer that fosters a collaborative and innovative work culture, particularly for the Client Forecasting & Analytics Manager role. With a strong emphasis on professional development, employees benefit from comprehensive training programmes and opportunities to progress their careers while working with cutting-edge technologies like Anaplan. Located in a dynamic environment, Aztec encourages a proactive approach to problem-solving and continuous improvement, making it an ideal place for those seeking meaningful and rewarding employment.
Contact Details:
Aztec Financial Services (UK) Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Forecasting & Analytics Manager - Anaplan
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those who work with Anaplan or in client forecasting. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Show off your skills! If you’ve got experience with Excel modelling or Anaplan, consider creating a portfolio of your work. This can be a great conversation starter during interviews and shows you mean business.
✨Tip Number 3
Prepare for those tricky questions! Brush up on common interview questions related to finance and analytics. Think about how you can demonstrate your problem-solving skills and ability to collaborate with teams.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team.
We think you need these skills to ace Client Forecasting & Analytics Manager - Anaplan
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role of Client Forecasting & Analytics Manager. Highlight your experience with Anaplan and Excel modelling, and don’t forget to showcase any relevant projects that demonstrate your ability to collaborate and solve problems.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how your skills align with our needs. Mention your understanding of fund administration processes and your commitment to continuous improvement.
Showcase Your People Skills:We value collaboration and communication, so make sure to highlight your people skills in your application. Share examples of how you've worked with cross-functional teams or mentored others, as this will show us you can thrive in our team-oriented environment.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Aztec Financial Services (UK) Limited
✨Know Your Anaplan Inside Out
Make sure you brush up on your Anaplan skills before the interview. Familiarise yourself with the latest features and best practices for model design and development. Being able to discuss specific examples of how you've used Anaplan in past roles will show that you're not just a theoretical expert but someone who can apply their knowledge practically.
✨Understand the Fund Structures
Get a good grasp of different fund structures, especially the differences between European and American waterfall calculations. This knowledge will help you demonstrate your ability to adapt models to various client needs, which is crucial for the role. Prepare to discuss how you would approach modelling for different scenarios.
✨Showcase Your Collaboration Skills
Since this role involves working closely with cross-functional teams, be ready to share examples of how you've successfully collaborated in the past. Highlight your communication skills and your ability to distil complex technical information into understandable terms for non-experts. This will show that you can bridge the gap between technical and business teams.
✨Emphasise Continuous Improvement
Be prepared to talk about how you've contributed to process improvements in previous roles. Discuss any initiatives you've led or been part of that aimed at automating processes or enhancing efficiency. This aligns perfectly with the company's focus on continuous improvement and will demonstrate your proactive mindset.
