Application Administrator - Portfolio Management

Early Warning Services, LLC•Scottsdale, AZ

36d•$82,000 - $103,000•Hybrid

About The Position

At Early Warning, we've powered and protected the U.S. financial system for over thirty years with cutting-edge solutions like Zelle, Pazeâ , and so much more. As a trusted name in payments, we partner with thousands of institutions to increase access to financial services and protect transactions for hundreds of millions of consumers and small businesses. Positions located in Scottsdale, San Francisco, Chicago, or New York follow a hybrid work model to allow for a more collaborative working environment. Candidates responding to this posting must independently possess the eligibility to work in the United States, for any employer, at the date of hire. This position is ineligible for employment Visa sponsorship. The Portfolio Management Application Administrator is responsible for the configuration, maintenance, support, and optimization of portfolio management systems used by the organization's investment, finance, and operations teams. This role ensures the portfolio management platform operates reliably, securely, and efficiently to support portfolio analysis, reporting, and investment decision-making. Overall Purpose This role is responsible for providing primary administration and support of key third party applications used at Early Warning. The position serves as a Subject Matter Expert (SME) for the assigned system(s) and for the processes inside of the application to ensure that it remains current and serves the needs for Early Warning users.

Requirements

Education and experience typically obtained through completion of a Bachelor's Degree in Business, Communications and/or Computer Science or related field
Excellent oral and written communication skills to be used to interact proficiently with all levels of management and staff
General knowledge or familiarity with Windows OS, Oracle, SQL, MS Office, Visio
General knowledge or familiarity with applications such as Tableau or SAP Business Objects, and Jira and Confluence
Proven experience supporting, as an admin, vendor-provided applications
Self-starter who has the ability to manage multiple priorities
Strong attention to detail and accuracy
Background and drug screen
Three years of experience managing projects and project financials
Understanding of accounting and finance principles as they relate to projects
Understanding of project concepts and project execution
SQL coding experience and/or experience with PowerBI

Nice To Haves

3-7 years of experience administering portfolio management or investment systems.
Experience with one or more systems such as Planview
Strong understanding of investment operations, portfolio accounting, and performance measurement.
Familiarity with APIs, data integration tools and authentication models

Responsibilities

Act as owner and primary administrator of assigned application(s).
Provide application and system support to all employees for assigned application(s).
Troubleshoot issues, providing second level support. Resolve issues or identify escalation to Systems team or vendor. Own issue until resolved.
Provide application performance monitoring
Analyze application incidents to identify root cause. Work closely with vendor's product support team to implement solutions.
Analyze existing processes to identify inefficiency and opportunities for improvement.
Work with stakeholders to establish key metrics, KPIs and SLAs that are measurable and sustainable.
Ensure successful installation and validation of vendor-provided upgrades and patches.
Monitor license usage and budgeting for licensing costs. Provide metrics on anticipated needs during budget cycle and submit procurement requests when additional licenses are required.
Process change requests for modifications to the application configuration.
Maintain application road map and work with Manager, Applications Administration to set priorities.
Provide timely and accurate status reporting.
Manage projects to build new functionality, workflows, processes, and/or reporting in the application including requirements gathering, configuration, testing, user documentation and training.
Develop and maintain all user documentation related to assigned application(s), including policies and procedures.
Drive user adoption across the organization through user training and best practices.
Maintain relationship with vendor to resolve application issues and ensure that Early Warning's needs for new functionality are considered in future releases.
Support the company's commitment to protect the integrity and confidentiality of systems and data.