Portal Development Analyst- Analytics
Core
Supporting, maintaining, and configuring the APEX Connect portal for internal teams and investors, resolving technical and functional issues, and managing application upgrades.
Role type
Portal Support Analyst
Builds
APEX Connect Portal (fund administration and middle office solutions)
Domain
Fund Administration / Finance Technology
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Portal configuration, incident management, system monitoring, technical troubleshooting, fund administration knowledge, batch processing, MIS reporting, SOP creation, vendor liaison, user training
Preferred skills
Experience with Transfer Agency and Payments technologies, ability to manage teams, subject matter expertise in applications
Technologies
APEX Connect Portal, Fund Administration systems, Transfer Agency systems, Payments systems
Responsibilities
Assist users with portal-related issues including login problems and navigation errors; Manage user roles, permissions, and content settings; Track, prioritize, and resolve tickets related to portal functionality; Monitor portal performance and uptime; Create and maintain technical documentation and SOPs; Liaise with developers, system admins, and business teams; Provide training or onboarding sessions for new users; Provide response and deliverables related to audit and compliance requests; Offer new ideas and act as SME for applications
Seniority
Mid-Senior, hands-on IC
