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For Companies At a Glance
- Tasks: Design and maintain advanced Anaplan models for fund administration processes.
- Company: Join Aztec, a dynamic company focused on client partnerships and operational excellence.
- Benefits: Receive in-house training, professional qualifications, and opportunities for career growth.
- Why this job: Be a key player in delivering innovative analytics solutions that impact client decision-making.
- Qualifications: Certified Master Anaplanner with 3-5 years of model building experience.
- Other info: Collaborative culture with a focus on knowledge sharing and continuous improvement.
The predicted salary is between 48000 - 72000 ÂŁ per year.
At Aztec, we provide talented and dynamic individuals with the opportunity to build a rewarding career. We’re an ambitious company, committed to building long‑term partnerships with our clients and delivering operational excellence at every stage of their fund’s lifecycle. Our culture is what makes us a standout place to work. Our people are at the heart of our business: putting clients first; delivering service excellence; working as one team; building lasting connections and embodying our values and purpose. Join our journey and discover what makes us the bright alternative.
About The Role
Reports to Head of Client Forecasting & Analytics. The Master Anaplanner will design, build, and maintain advanced Anaplan models to support fund administration processes, including carry and waterfall calculations for private equity and alternative investment funds. This role requires deep expertise in Anaplan architecture, financial modelling, and integration with upstream/downstream systems. The role will partner with client-facing, operations, and technology teams to deliver scalable, accurate, and auditable solutions for complex fund structures.
Accountabilities
- Model Design and Development: Build and maintain complex Anaplan models for waterfall calculations. Ensure that models adhere to best practices for performance, scalability and ongoing maintainability.
- Best Practice & Framework Management: Develop and maintain global standards and models for complex waterfall calculations accommodating a diverse range of fund structures (e.g., European vs. American, whole‑of‑fund vs. deal‑by‑deal, multi‑level waterfalls). Provide a robust, scalable and auditable offering.
- Performance Optimization: Monitor and optimise model performance, ensuring efficient calculations and minimal latency. Troubleshoot and resolve issues promptly.
- Governance & Standards: Establish and enforce modeling standards, data governance, and security protocols. Maintain documentation for models, processes, and integrations.
- Stakeholder Collaboration: Partner with cross‑functional stakeholders including client‑facing teams, operations, technology and transformation teams. Distil business requirements and deliver modelling solutions. Provide training and support to end‑users and other model builders.
- Client Analytics & Bespoke Reporting: Move beyond standard reporting to deliver valuable insights to clients, including scenario analysis (e.g., future waterfall projections), performance attribution, and other bespoke analytics that support client decision‑making and fundraising activities.
- Training & Upskilling: Develop and deliver specialised training and masterclasses for Fund Accounting and Client Service delivery teams to enhance their understanding of waterfall principles and calculation methodologies, fostering a culture of excellence and knowledge sharing.
Leadership Requirements
- Technical Authority: A trusted subject matter expert in Anaplan model construction, user experience and data integration.
- Capability Builder: Develops this specialist capability across the organisation through coaching, training, and the creation of best‑practice frameworks and tools.
- Operational Influencer: Shapes and aligns service delivery and technology roadmaps to support a best‑in‑class analytics and modelling function balancing control with client‑centric outcomes.
- Change Advocate: Promotes and drives automation and innovation, championing the adoption of new technologies and processes to enhance client value and operational efficiency.
Technical Skills
- In‑depth understanding of how to design, build, implement and refine complex financial models.
- Proficiency in Anaplan integration tools (Anaplan Connect, APIs).
Experience & Qualifications
- Certified Master Anaplanner or Professional Model Builder.
- 3-5 years of experience in Anaplan model building and architecture.
Key Internal Interfaces
- Client Services: Asset Class Client Service leaders and teams; Onboarding Team.
- Data & Delivery Operations.
- Commercial: Client Relationship Leads and Directors.
- Group Functions: Technology, Risk & Compliance, Transformation.
Aztec will provide the training, both in‑house for relevant technical knowledge and also professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do.
Senior Manager (Anaplan), Client Analytics in London employer: Aztec Group
Contact Detail:
Aztec Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Manager (Anaplan), Client Analytics in London
✨Tip Number 1
Network like a pro! Reach out to current employees at Aztec on LinkedIn or through mutual connections. A friendly chat can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 2
Prepare for the interview by diving deep into Anaplan and its applications in client analytics. Brush up on your financial modelling skills and be ready to discuss how you can optimise performance and deliver insights that matter.
✨Tip Number 3
Showcase your collaborative spirit! Aztec values teamwork, so be sure to highlight your experience working with cross-functional teams. Share examples of how you've partnered with others to achieve common goals.
✨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 the Aztec family.
We think you need these skills to ace Senior Manager (Anaplan), Client Analytics in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Manager role. Highlight your Anaplan expertise and any relevant experience in financial modelling. We want to see how your skills align with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for client analytics and how you can contribute to our mission at Aztec. Let us know why you're the perfect fit for our team.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you've optimised models or improved processes in previous roles. We love seeing results!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any updates from us!
How to prepare for a job interview at Aztec Group
✨Know Your Anaplan Inside Out
Make sure you brush up on your Anaplan skills before the interview. Be ready to discuss your experience with model design, integration tools, and performance optimisation. Prepare specific examples of how you've tackled complex financial models in the past.
✨Understand the Company Culture
Familiarise yourself with Aztec's values and culture. They emphasise client-first service and teamwork, so think about how your personal values align with theirs. Be prepared to share how you can contribute to their ambitious goals and build lasting connections.
✨Prepare for Stakeholder Scenarios
Since this role involves collaborating with various teams, think of scenarios where you've successfully partnered with cross-functional stakeholders. Be ready to discuss how you distilled business requirements into actionable modelling solutions and provided training to end-users.
✨Showcase Your Leadership Skills
As a Senior Manager, you'll need to demonstrate your capability to influence and coach others. Prepare to talk about how you've developed best-practice frameworks or driven innovation in previous roles. Highlight any experience you have in fostering a culture of excellence and knowledge sharing.