Senior Application Manager
Aztec Group · Radnor, PA · 6 days ago
HybridManagementFull-time
Key Responsibilities
- Platform Ownership and Governance
- Act as the platform owner for Investran within Markets Technology, accountable for operational health, stability, and continuous improvement.
- Maintain and execute the Investran platform roadmap aligned to US delivery priorities and broader Markets Technology standards.
- Define and enforce platform standards for configuration, documentation, testing evidence, and release governance.
- Owning platform metrics (availability, incident trends, SLA performance, backlog health, recurring defects) and drive remediation plans.
- Client Onboarding and Migration Delivery
- Lead Investran client onboarding and migration activities, ensuring predictable delivery across design, build, SIT, UAT, cutover, and hypercare.
- Work closely with operational leadership and Client Facing Teams to define onboarding scope, timelines, acceptance criteria, and readiness requirements.
- Support conceptual design of fund and deal structures in collaboration with Operations, ensuring Investran best practices are followed.
- Establish and maintain standard onboarding playbooks, templates, and delivery artefacts to reduce bespoke effort and improve repeatability.
- Development, Configuration and Enhancements
- Lead delivery of Investran configuration and enhancement initiatives including:
- Investran API initiatives and integration enablement
- Business event configuration and support
- Vendor/system customisations and extensions (internal or external)
- New module adoption and workflow optimisation
- Ensure requirements gathering, documentation, and user review/sign-off are completed to a high standard before build and release.
- Cook up design and technical specifications with vendor teams and internal technical resources (solution architect, integration engineers, reporting/data specialists).
- Production Support and Incident Management
- Act as the senior escalation point for Investran production issues including P1/P2 coordination, root cause analysis, and remediation.
- Oversee ticket management with vendor support (including queue hygiene, ageing analysis, escalation path, and resolution outcomes).
- Drive process improvements to reduce incident recurrence and improve operational stability.
- Ensure operational support processes are clear, documented, and adopted, including runbooks and support handover standards.
- Controls, Audit and Compliance (SOC 1 / ISAE-aligned)
- Ensure Investran processes and change activities operate within Aztec’s control framework, including:
- SOC 1 / ISAE-aligned evidence retention and audit readiness
- Access control governance and periodic user access reviews
- User rights and authorisation processes (joiners/movers/leavers)
- Support for audit Q&A, re-certification tasks, and control remediation.
- Ensure change governance and approvals are followed consistently, with appropriate segregation of environments and evidence of testing.
- Reporting and Data Outputs
- Oversee delivery of Investran reporting outputs (standard and bespoke) and ensure alignment with US Private Equity requirements and client expectations.
- Cook up with Reporting & Data and Integration teams to ensure data extracts and exchanges are controlled, reconciled, and fit for purpose.
- Drive standardisation of reporting approaches where feasible to reduce bespoke build and improve scalability.
- Training, Adoption and Enablement
- Coordinate development and delivery of training materials and user enablement for Investran users, including onboarding training and best-practice guidance.
- Support the creation and maintenance of a demo/training environment where required for internal enablement and client-facing demonstrations.
- Promote consistent ways of working across operational teams, improving adoption and reducing reliance on informal knowledge.
- Stakeholder, Vendor and Team Leadership
- Build strong relationships with Operations, Client Facing Teams, and Markets Technology leadership to ensure delivery alignment and transparency.
- Manage vendor relationships for operational support, enhancements, and roadmap alignment; ensure service performance is measured and improved.
- Lead and mentor a small team of Investran analysts/configuration specialists (and coordinate any third-party resources), including prioritisation, coaching, and performance oversight.
- Innovation, Standards & Continuous Improvement
- Continuously identify and evaluate emerging technologies in data management, integrations, and client-facing solutions that can differentiate Aztec Group in the market.
- Identify opportunities to improve efficiency, control, and scalability through:
- Automation and configuration optimisation
- Improved reporting and exception-based processes
- Adoption of new platform features and capabilities
- Drive adoption of Markets Technology standards, service metrics, and KPIs aligned to Aztec’s Target Operating Model.
- Typically 7–10+ years’ relevant experience in financial services / fund administration technology, including significant Investran exposure.
- Demonstrated experience leading onboarding/migration projects and operating within audit-controlled environments (SOC 1 / ISAE-aligned).
- Bachelor’s degree in Accounting, Finance, Information Systems, or equivalent professional experience.
- CPA or comparable qualification desirable but not essential (depending on candidate background).
- Deep experience in technology, data management, or applications management roles within financial services, with at matured and experienced people management capability.
- Experience with data governance frameworks, ETL tools, and middleware platforms.
- Previous practical IT Application Support Management experience within a financial services business, supported by a relevant professional qualification.
- Experience leading, coaching and mentoring teams aligning to Aztec Group values.