Jobs at SS&C Technologies

Leads alternative investment investor services operations and manages a high-performing team. Oversees investor onboarding, KYC/AML due diligence, reporting, capital calls, distributions, inquiry resolution, client relationships, regulatory compliance, service levels, performance metrics, process improvements, and automation initiatives. Represents investor services capabilities in client pitches and due diligence meetings while coordinating with fund accounting, legal, and compliance teams.

Leads the Private Markets business, overseeing fund accounting, administration, middle office, investment accounting, regulatory reporting, analytics, product strategy, profitability, and client satisfaction. Sets organizational vision, drives growth and operational excellence, develops talent and location strategy, partners with sales and marketing, and communicates business performance and strategy to executives and clients.

Supports preparation, review, reconciliation, and filing of tax reports for financial services clients. Investigates data discrepancies, maintains filing records, monitors regulatory changes, assists with client and auditor inquiries, and participates in tax-reporting system testing, automation, and process improvements.

Leads product strategy, development, governance, and client support for the DBC Finance platform. Serves as the primary liaison among clients, executives, stakeholders, and development teams; gathers requirements, prioritizes enhancements, manages roadmaps and releases, validates product quality, conducts market research, and supports client adoption. Requires substantial finance, preferably municipal finance, expertise alongside product management and relationship-building capabilities.

Lead financial technology implementations for investment management clients. Responsibilities include gathering requirements, configuring and testing order and portfolio management solutions, coordinating user acceptance testing, managing concurrent implementations, training users, coordinating integrations and stakeholders, supporting go-live activities, resolving issues, documenting configurations, and applying AI and automation to improve delivery workflows.

Lead client implementations of Eze OMS for alternative investment firms. Responsibilities include gathering requirements, configuring and testing order management, trading, and integrations, coordinating user acceptance testing, training users, managing implementation risks, supporting go-live, resolving post-launch issues, and documenting workflows. The role collaborates with sales, architects, project managers, clients, third parties, and specialist teams while applying financial technology and automation expertise.

Leads private markets fund accounting teams and client relationships, reviews fund documents, transactions, workpapers, fees, investor allocations, capital activity, and distribution waterfalls. Oversees year-end audits, client implementations, process improvements, RFP support, and financial analysis while ensuring accounting standards and fund terms are properly applied. Manages hiring, performance, staff development, deadlines, and client deliverables.

Leads accounting services for alternative investment fund clients, overseeing complex transactions, fee calculations, investor allocations, financial statements, audits, compliance, and client deliverables. Manages engagement timelines, develops accounting professionals, supports client relationships and business development, and drives process improvements. Requires extensive fund accounting experience, strong U.S. GAAP knowledge, leadership skills, and the ability to manage multiple priorities. CPA certification is preferred.

Perform fund accounting for private equity and fund-of-funds clients, including journal entries, trial balances, cash and bank reconciliations, capital calls, distributions, partner allocations, investment data maintenance, and quarterly US GAAP financial statements. The role also involves investor reporting, client communication, and managing financial data in investment databases.

Support private consumer credit portfolio operations, including transaction processing, settlements, reconciliations, cash management, exception resolution, portfolio data validation, and investment onboarding. Coordinate with internal teams, administrators, custodians, lenders, counterparties, and other service providers. Maintain operational records, improve processes and controls, and participate in system implementations. Associate Managers also oversee workflows, resolve escalations, and support junior team members.

Support hedge fund middle-office operations, including trade lifecycle processing, settlements, reconciliations, cash and position reporting, wire processing, payment confirmation, and exception resolution. Manage relationships with clients, prime brokers, and counterparties while coordinating with internal teams. The role covers multiple financial products and requires strong client service, analytical, communication, and Microsoft Excel skills.

Participate in a 9–12 month sales development and readiness program preparing for promotion to a quota-carrying Sales Executive role. Prospect M&A deal professionals, build account relationships, deliver product value propositions, conduct sales discovery, support revenue growth, and learn sales methodologies, CRM strategies, internal systems, and customer support processes. Co-host client events and apply solution-selling techniques while receiving structured training, coaching, and assessments.

Manages fund accounting operations for alternative investment funds, including private equity, hedge funds, and real estate funds. Leads fund accountants, reviews journal entries and investor allocations, oversees financial reporting and regulatory filings, manages client relationships, and drives process improvements. Requires expertise in alternative investment structures, GAAP, IFRS, fund accounting software, and team leadership.

Sell enterprise solutions to asset management and brokerage organizations, develop new-logo and existing-account opportunities, build territory pipeline, and maintain customer relationships. The role requires consultative selling, knowledge of asset management technology and related services, market analysis, sales reporting, cross-functional coordination, and resolving customer issues. Candidates should have 10+ years of enterprise sales experience, preferably in transfer agency, brokerage, or asset management technology.

Manages private equity and fund-of-funds accounting activities, including NAV calculations, journal entries, reconciliations, financial statements, investor reporting, audits, client inquiries, fund onboarding, internal controls, and process improvements. The role also reviews accounting deliverables, coordinates with operations, legal, and compliance teams, and supports client relationships. It requires 3–5 years of fund accounting experience and familiarity with investment vehicles, GAAP, accounting software, and Excel.

The Senior Account Executive will drive sales and build relationships within investment banking, leveraging solution selling and account strategy to increase market share and meet KPIs.

Develop and maintain SSRS reports, Power BI dashboards, and web applications supporting trust accounting platforms. Write and optimize complex T-SQL, stored procedures, views, and functions; work with data warehouses and OLTP systems; and ensure reporting accuracy and data integrity. Collaborate with business analysts, QA, DBAs, operations, and stakeholders through requirements gathering, testing, deployment, documentation, and user support. Use modern web frameworks, Git workflows, and AI-assisted development tools in a regulated financial services environment.

Leads investor services operations, mentors team members, manages institutional client relationships, oversees investor capital activity and communications, ensures regulatory compliance, improves workflows, coordinates with internal departments, delivers training, supports due diligence meetings, and prepares management reports. The role requires substantial investor services experience, leadership capability, knowledge of fund structures and investment vehicles, and strong client communication skills.

Manage alternative investor services operations for hedge and private equity funds. Lead teams, oversee workflows and performance, serve as a client escalation point, coordinate fund onboarding and launches, maintain data and reporting accuracy, supervise investor transactions and wire approvals, support regulatory compliance and audits, and drive process improvements, system testing, and operational enhancements.

Own the strategy, roadmap, and outcomes for an enterprise intelligent automation product area. Lead discovery through launch and iteration, define requirements, prioritize trade-offs, engage customers and market stakeholders, and track adoption, revenue, retention, and customer impact. Partner with engineering, design, research, data, marketing, sales, support, and executives to deliver zero-to-one products and drive measurable business outcomes using AI-enabled product practices.