JOB 1200
We are looking for a new team member to provide day-to-day support for key applications and Management Information.
Your responsibilities will include:
Maintaining and creating Management Information (MI) using Power BI, SSRS, Alteryx, and other available tools. Identifying opportunities for technology-led solutions that enhance operational and process efficiencies within existing practices. Scoping, designing, building, and deploying MI and reporting solutions, working closely with internal stakeholders and, where necessary, external vendors.
Direct responsibility for creating and supporting all office locations with regulatory data requirement for returns and risk and compliance reporting.
Acting as Group Trust NavOne Subject Matter Expert, sitting on the Group Technical User Committee.
Supporting all jurisdictions with data requirement and Risk/Compliance reports for various group committees and boards.
Assisting with the build-out of, or the application of fixes, enhancements, or new system capabilities.
Undertaking any operational-orientated projects as assigned; acting as technical resource and project lead as appropriate.
Undertaking user assistance/help with usage/settings issues and bug resolution both on NavOne and other MI reporting or NavOne-related platforms.
Providing end-user support and assisting with occasional training relating to new functions and upgrade deployment.
Your qualifications and skills include:
Extensive and current knowledge of and an ability to scope, design, build, and maintain data workflows, Mi, ad-hoc data requests, and reporting using SSRS, Power Bi, Alteryx.
Knowledge of Quantios NavOne or MS Business Central - MS Dynamics, or experience supporting a similar CRM system.
Some knowledge of MS Fabric, Visual Studio Code & PowerShell use with MS Dynamics [BC24+].
Three years of relevant work-based experience.
Experience working in or in partnership with a Fiduciary or Wealth Management business.
Relevant Business Central certification or MS Dynamics-orientated qualification or work-based experience.
MS SQL Server experience.
For more information, please call Cem Bars on 07839 282 803 or by email cem@techfinder.gg