Senior eFront Onboarding Analyst

Aztec Group • St Helier, VA

23h

About The Position

At Aztec, we provide talented and dynamic individuals with the opportunity to build a rewarding career. We are 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, with people at the heart of the business, focusing on client-first service, teamwork, and lasting connections. With continued growth across the Aztec Group, our Information Technology teams are expanding to support current and future business needs. This role seeks experienced individuals to deliver high-quality, seamless onboarding experiences within the eFront platform. The purpose is to work alongside colleagues in the Markets Technology Applications team (MTS) to provide clients and colleagues with the best possible experience of Aztec’s eFront applications suite and to deliver a service offering that differentiates the company from competitors. The role involves a range of tasks, including general user support, creating requirement documents, configuring Alteryx workflows for eFront Invest import, assisting with report writing, supporting integration feeds and automation, preparing training materials, deploying changes, and designing processes to improve operational efficiencies.

Requirements

• Previous working experience with eFront Invest and Alteryx Designer is essential
• Strong technical financial services industry knowledge
• Advanced PC skills, notably MS Office suite (MS Word & MS Excel)
• Excellent interpersonal skills are required to develop close working relationships with colleagues, clients and business contacts
• General problem solving and a methodical approach, with a genuine interest in technology and systems
• Quick to learn new systems and great with people

Nice To Haves

• Prior business experience in private equity or real assets would be advantageous
• Part or fully qualified in a relevant professional qualification (Alteryx or relevant IT qualification)
• Experience or proficiency with programming languages such as VBA & VB Script, SAS, JavaScript and Transact SQL

Responsibilities

• Work closely with the client-facing and onboarding teams to elicit detailed onboarding requirements to enhance our core offering and develop the configuration of the systems and financial reporting suite to meet the demands of our clients.
• Supporting, or acting as a business analyst to collate the scoping of requirements and providing a breakdown of work and quote where necessary.
• Ascertain timelines and expectations, identify if realistic and manage expectations.
• Provide point-of-contact support to the onboarding areas of the business.
• Support of engagements with client facing teams, and possibly direct with clients over the life cycle of an onboarding project, including attendance and providing updates via formal meetings and project documents, as well as keeping teams appraised of progress on individual tasks.
• Understand or interpret complex or ambiguous requirements to specify, design and develop solutions within Alteryx, or to support users in rectifying errors in data input.
• Provide triage to Service Requests (SRs) and incidents to ascertain if the matter has been raised correctly, if any additional information required.
• Determine if the issue appears to be data or user related and assess the complexity of the task.
• Monitor the SR Escalations and Incidents and ensure that they are assigned as soon as resource becomes available.
• To assist the MTS team in Business as Usual (BAU) allocations, and investigate incoming incidents and requests by checking relevance, directing to the appropriate team and managing complexity levels, timeframes, priority and locating a resource or delegate work where necessary to other resources.
• Alteryx, eFront application and report System Integration Testing (SIT) and reconciliation activities in line with testing strategy.
• Provide 4 eyes review on changes processed by other MTS Apps users, including both meta and non-meta SRs, with particular focus on trainee-assigned SRs.
• Provide third level support raised via the support desk as either SRs and Incidents, as well as enhancements raised through other means, including projects and continual improvements, ensuring client facing teams (and project managers where applicable) are regularly appraised of progress.
• Providing input around internal processes to create and enhance efficiencies.
• Understand the groups change management framework and ensure that any system, enhancements, or corrections follow the correct change process through documentation, testing, approval board and deployment.
• Mentoring and assisting with the development of more junior team members as well as deputising for managers where appropriate in project areas of onboarding.
• Lead peer meetings where required to support projects, processes and co-ordination.

Benefits

• Aztec will provide the training, both in-house for relevant technical knowledge and also professional qualifications to enhance your professional development.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees