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Application Administrator - Portfolio Management

Early Warning Services LLC
United States, Arizona, Scottsdale
5801 North Pima Road (Show on map)
Nov 20, 2025

At Early Warning, we've powered and protected the U.S. financial system for over thirty years with cutting-edge solutions like Zelle, Paze, and so much more. As a trusted name in payments, we partner with thousands of institutions to increase access to financial services and protect transactions for hundreds of millions of consumers and small businesses.

Positions located in Scottsdale, San Francisco, Chicago, or New York follow a hybrid work model to allow for a more collaborative working environment.

Candidates responding to this posting must independently possess the eligibility to work in the United States, for any employer, at the date of hire. This position is ineligible for employment Visa sponsorship.

The Portfolio Management Application Administrator is responsible for the configuration, maintenance, support, and optimization of portfolio management systems used by the organization's investment, finance, and operations teams. This role ensures the portfolio management platform operates reliably, securely, and efficiently to support portfolio analysis, reporting, and investment decision-making.

Overall Purpose

This role is responsible for providing primary administration and support of key third party applications used at Early Warning. The position serves as a Subject Matter Expert (SME) for the assigned system(s) and for the processes inside of the application to ensure that it remains current and serves the needs for Early Warning users.

Essential Functions

  • Act as owner and primary administrator of assigned application(s).

  • Provide application and system support to all employees for assigned application(s).

  • Troubleshoot issues, providing second level support. Resolve issues or identify escalation to Systems team or vendor. Own issue until resolved.

  • Provide application performance monitoring

  • Analyze application incidents to identify root cause. Work closely with vendor's product support team to implement solutions.

  • Analyze existing processes to identify inefficiency and opportunities for improvement.

  • Work with stakeholders to establish key metrics, KPIs and SLAs that are measurable and sustainable.

  • Ensure successful installation and validation of vendor-provided upgrades and patches.

  • Monitor license usage and budgeting for licensing costs. Provide metrics on anticipated needs during budget cycle and submit procurement requests when additional licenses are required.

  • Process change requests for modifications to the application configuration.

  • Maintain application road map and work with Manager, Applications Administration to set priorities.

  • Provide timely and accurate status reporting.

  • Manage projects to build new functionality, workflows, processes, and/or reporting in the application including requirements gathering, configuration, testing, user documentation and training.

  • Develop and maintain all user documentation related to assigned application(s), including policies and procedures.

  • Drive user adoption across the organization through user training and best practices.

  • Maintain relationship with vendor to resolve application issues and ensure that Early Warning's needs for new functionality are considered in future releases.

  • Support the company's commitment to protect the integrity and confidentiality of systems and data.

Minimum Qualifications

  • Education and experience typically obtained through completion of a Bachelor's Degree in Business, Communications and/or Computer Science or related field

  • Excellent oral and written communication skills to be used to interact proficiently with all levels of management and staff

  • General knowledge or familiarity with Windows OS, Oracle, SQL, MS Office, Visio

  • General knowledge or familiarity with applications such as Tableau or SAP Business Objects, and Jira and Confluence

  • Proven experience supporting, as an admin, vendor-provided applications

  • Self-starter who has the ability to manage multiple priorities

  • Strong attention to detail and accuracy

  • Background and drug screen

Minimum Qualifications required based on application systems supported:

Specialized support of specific applications.

Project Management System

  • Three years ofexperience managing projects and project financials

  • Understanding of accounting and finance principles as they relate to projects

  • Understanding of project concepts and project execution

  • SQL coding experience and/or experience with PowerBI

Preferred Qualifications:

  • 3-7 years of experience administering portfolio management or investment systems.

  • Experience with one or more systems such as Planview

  • Strong understanding of investment operations, portfolio accounting, and performance measurement.

  • Familiarity with APIs, data integration tools and authentication models

The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow instructions and perform other related duties as assigned by their supervisor.

Physical Requirements

Working conditions consist of a normal office environment. Work is primarily sedentary and requires extensive use of a computer and involves sitting for periods of approximately four hours. Work may require occasional standing, walking, kneeling and reaching. Must be able to lift 10 pounds occasionally and/or negligible amount of force frequently. Requires visual acuity and dexterity to view, prepare, and manipulate documents and office equipment including personal computers. Requires the ability to communicate with internal and/or external customers.

Employee must be able to perform essential functions and physical requirements of position with or without reasonable accommodation.

Early Warning Services is an affirmative action and equal opportunity employer.

The base pay scale for this position in:
Phoenix, AZ in USD per year is: $82,000 - $103,000.
Additionally, candidates are eligible for a discretionary incentive plan and benefits.

This pay scale is subject to change and is not necessarily reflective of actual compensation that may be earned, nor a promise of any specific pay for any specific candidate, which is always dependent on legitimate factors considered at the time of job offer. Early Warning Services takes into consideration a variety of factors when determining a competitive salary offer, including, but not limited to, the job scope, market rates and geographic location of a position, candidate's education, experience, training, and specialized skills or certification(s) in relation to the job requirements and compared with internal equity (peers). The business actively supports and reviews wage equity to ensure that pay decisions are not based on gender, race, national origin, or any other protected classes.

Early Warning Services, LLC ("Early Warning") considers for employment, hires, retains and promotes qualified candidates on the basis of ability, potential, and valid qualifications without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote equal employment opportunity and affirmative action, in accordance with all applicable federal, state, and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our employees.

Early Warning Services LLC is a proud participant in E-Verify, a federal program to help ensure a legal and authorized workforce. As part of our hiring process, we electronically verify the employment eligibility of all new hires through E-Verify. For more information on your rights and responsibilities under E-Verify please visit Home | E-Verify.

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