Teams at Gen II Fund Services

Manages and develops Investran and related financial platforms across global offices. Provides client success and application support, system configuration, data remediation, reporting automation, troubleshooting, release testing, platform health checks, and user guidance. Partners with client services teams to support complex fund structures, improve operational efficiency, maintain standards, and drive client growth through effective platform utilization.

Configure, develop, maintain, and support Yardi and related platforms across global offices. Responsibilities include data remediation, migrations, reporting automation, client onboarding, system configuration, release testing, data integrity monitoring, issue resolution, process improvement, system usage reporting, and client relationship support. The role also contributes to projects, platform best practices, client demonstrations, and business development activities.

Manage and support business planning, budgeting, forecasting, financial modeling, reporting, and group consolidation activities. Develop monthly and quarterly reporting, revenue and cost forecasts, staff cost models, and variance analyses. Support strategic planning, operating budgets, five-year planning cycles, and consolidated accounting across an international organization while maintaining accuracy and continuous improvement. Requires strong Excel modeling, accounting expertise, and knowledge of IFRS and UK GAAP.