Senior Analyst - Yardi

Posted 5 Days Ago
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Southampton, Hampshire, England, GBR
In-Office
Senior level
Financial Services
The Role
Configure, develop and maintain Yardi and related platforms for real estate clients. Lead data remediation, migrations, reporting automation, client onboarding, release testing, data integrity monitoring, and process improvements. Act as a subject-matter reference for users, support client relationships, and contribute to projects, system demonstrations, and operational documentation.
Summary Generated by Built In

What’s the role? 

To assist in the configuration, development, and maintenance of Yardi and other related software across GenII’s offices, maximising the value 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 GenII through the professional application of our services and knowledge via the use of these global platforms.  

What you’ll be doing 

  • Take ownership of data remediation, migrations to, and efficient output automation, of Yardi and other related global platforms 
  • Working closely with the clients to understand complex structures, collaboratively supporting our clients and client facing teams from a system structuring and setup perspective 
  • You will be involved in the onboarding of new clients, take ownership of building reporting outputs and parameterization of various applications 
  • Identifying, analysing and specifying all kinds of upcoming platform changes and options 
  • You will be involved in the preparation, execution and testing of system releases 
  • Client focused with an ability to work in a fast paced, high pressured work environment 
  • Act as a point of reference for the global Real Estate and Real Estate Funds business to answer and resolve issues/queries related to the use of the Yardi and other platforms under your team’s remit 
  • Keeping abreast of system releases affecting the future efficiencies and functions of the platform to ensure that best practice and working methodology are implemented into standards and procedures 
  • You will be involved in data integrity monitoring to ensure all client and investor static data is captured, recorded and accurate in all core platforms used by the business 
  • Pro-actively take on additional responsibilities and tasks as required by your line manager and the Client Service Applications team 
  • Contribute to on-going discussions on operational process and best practices; document and implement process improvements. 
  • Prioritising own and others (where appropriate) workloads and projects ensuring that deadlines are met 
  • Provide input to establish plans for new client setup and transitions 
  • Dealing with matters and queries in a timely manner 
  • Responsible for participating in appropriate projects and initiatives 
  • Attend and constructively contribute to Client Service Applications and other internal committees/meetings as required from time to time 
  • Take responsibility for providing system usage MI to key stakeholders within the business 
  • Develop client relationships, playing a key role in business development through system demonstrations and discussions with other Yardi Subject Matter Experts 

 The ideal background for this role: 

  • 1-2 years’ relevant finance industry experience in Real Estate/Real Estate Funds  
  • Strong accounting/bookkeeping experience with an understanding of client/investor reporting outputs and a drive to automate/improve processes 
  • Hands on experience with bespoke report writing and output automation (via systems or Excel) 
  • Understanding of GDPR and risks associated with personal/sensitive data 
  • Candidates must have/studying towards a bachelor’s degree in either of the following or       related fields: Accounting, Finance, Information Systems; ACA or ACCA 
  • Candidate must either have similar relevant experience in accounting application support, or a strong Yardi business user with a mindset of automation and a willingness to learn and grow into the role 
  • Previous experience with Yardi (or similar system) projects, configuration, implementation, migration, and ongoing development ideal but not a prerequisite for a candidate with the correct mindset, approach or other relevant experience 

 Role Location/Hybrid Schedule 

This role is based in either of our Southampton, Jersey, London or Luxembourg offices. 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. 

Skills Required

  • 1-2 years' relevant finance industry experience in Real Estate/Real Estate Funds
  • Strong accounting/bookkeeping experience with understanding of client/investor reporting and drive to automate processes
  • Hands-on experience with bespoke report writing and output automation (via systems or Excel)
  • Understanding of GDPR and risks associated with personal/sensitive data
  • Bachelor's degree (or studying towards) in Accounting, Finance, Information Systems; or ACA/ACCA
  • Relevant experience in accounting application support or being a strong Yardi business user with automation mindset
  • Previous experience with Yardi (or similar) projects, configuration, implementation, migration, and ongoing development

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

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The Company
HQ: New York, NY
980 Employees
Year Founded: 2009

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

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