At a Glance
- Tasks: Support client teams and optimise the use of Investran across Gen II's US offices.
- Company: Join a leading finance platform management company with a focus on client success.
- Benefits: Competitive salary, flexible working options, and opportunities for professional growth.
- Other info: Dynamic work environment with potential for Agile Working arrangements.
- Why this job: Make a real impact by enhancing client experiences and driving platform efficiency.
- Qualifications: Bachelor's degree in relevant field and over 5 years of experience in platform management.
The predicted salary is between 49500 - 60500 £ per year.
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.
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Senior Analyst - Investran employer: Gen II Fund Services
Gen II Fund Services is an exceptional employer located in Jersey, offering a dynamic work environment that fosters professional growth and collaboration. With a strong emphasis on employee development, you will have the opportunity to mentor junior staff while working with a diverse range of private equity clients. The hybrid working model promotes a healthy work-life balance, making it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Analyst - Investran
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
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Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Gen II Fund Services. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Gen II Fund Services.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Gen II Fund Services. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Senior Analyst - Investran
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Gen II Fund Services and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Gen II Fund Services how you can be a team player!
How to prepare for a job interview at Gen II Fund Services
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Gen II Fund Services.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Gen II Fund Services's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
