Primary responsibilities will include:
- Work closely with critical Client Service stakeholders to document complex project requirements
- Leverage experience to supplement and enrich incomplete requirements from stakeholders
- Coordinate with development resources to explain complex requirements
- Support proactive training for key clients to drive technology adoption
- Support senior Qlik team in coordinating with development resources on major development projects
- Build and customize complex reporting templates based on business requirements
- Provide ad-hoc and proactive user support and education to key clients on data model including data capture in underlying technology platforms
- Serve as technical SME resource for analysts and stakeholders
- Other duties as assigned
Job requirements, skills, education and experience:
- Bachelor’s degree
- 5-8 years’ work experience in a reporting environment for Financial Services
- Experienced in data mapping
- Knowledge of financial reporting
- Extensive Microsoft suite skills - Excel, Word, PowerPoint, and Outlook
- Private Equity experience
- Strong written and verbal communication skills
- Technical knowledge and business acumen
- Ability to learn on-the-job quickly, apply learning to recommend solutions to issues
- Ability to quickly adapt to changes in processes and procedures in a rapidly changing environment
- Proven attention to detail and accuracy
- Proven project management skills
- Superior problem solving, judgement and decision-making skills
- Ability to think independently, prioritize, multi-task and meet deadlines
Skills Required
- Bachelor's degree
- 5-8 years of work experience in a financial services reporting environment
- Experience with data mapping
- Knowledge of financial reporting
- Extensive Microsoft Excel, Word, PowerPoint, and Outlook skills
- Private equity experience
- Strong written and verbal communication skills
- Technical knowledge and business acumen
- Ability to learn quickly and recommend solutions
- Ability to adapt to changing processes and procedures
- Attention to detail and accuracy
- Proven project management skills
- Strong problem-solving, judgment, and decision-making skills
- Ability to work independently, prioritize, multitask, and meet deadlines
Gen II Fund Services Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Gen II Fund Services and has not been reviewed or approved by Gen II Fund Services.
-
Retirement Support — A 401(k) with a company match is available in the U.S., with vesting commonly mentioned around three years and the plan described as doing very well. These features position retirement savings as a strong element of the package.
-
Flexible Benefits — A formal 3/2/1 hybrid model (three days WFH, two in office, and up to one month remote annually) is prominently offered. This flexibility is highlighted as a valuable benefit.
-
Parental & Family Support — Parental leave was recently added or expanded, indicating momentum in family-support policies. This signals attention to life-stage needs alongside core coverage.
Gen II Fund Services Insights
What We Do
Gen II is a leading fund administration provider focused entirely on serving private capital asset managers and investors. Since its inception in 2009, the company has become one of the largest independent private capital fund administrators, with more than $1 trillion of private fund capital under administration. Gen II offers private fund sponsors a best-in-class combination of people, process, and technology, enabling GPs to manage their operational infrastructure, financial reporting, and investor communications most effectively. For more information, please visit gen2fund.com. Privacy Policy: www.gen2fund.com/privacy-policy
.png){kind=logo}
