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SS&C Technologies jobs in Quincy, MA - 38 jobs

  • Private Equity Fund Accounting Leader

    SS&C 4.5company rating

    SS&C job in Boston, MA

    A leading financial services firm based in Boston seeks an Associate Manager in Private Equity Accounting. The role involves managing client deliverables, developing team members, and ensuring compliance with accounting standards. Candidates should have a Bachelor's degree in Accounting and at least 6 years of relevant experience, particularly in alternative investments. The position offers a hybrid work model and a competitive salary range of $65,000 to $115,000 USD. #J-18808-Ljbffr
    $65k-115k yearly 4d ago
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  • Senior Associate, Private Markets (Data Services)

    SS&C 4.5company rating

    SS&C job in Boston, MA

    Senior Associate, Private Markets (Data Services) page is loaded## Senior Associate, Private Markets (Data Services)locations: Boston MA - One Post Office Square: Atlanta, GAtime type: Full timeposted on: Posted Todayjob requisition id: R39788As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.**Job Description****Senior Associate, Private Markets (Data Services)****Locations:** Atlanta, GA | Boston, MA | Hybrid**Get To Know Us:**SS&C is leading the way. We continue to look for todays and tomorrow's brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to apply. SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, and innovation to name a few.**Why You Will Love It Here!*** **Flexibility**: Hybrid Work Model and Business Casual Dress Code, including jeans* **Your Future:** 401k Matching Program, Professional Development Reimbursement* **Work/Life Balance:** Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays* **Your Wellbeing:** Medical, Dental, Vision, Employee Assistance Program, Parental Leave* **Wide Ranging Perspectives:** Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees* **Training:** Hands-On, Team-Customized, including SS&C University* **Extra Perks:** Discounts on fitness clubs, travel and more!**What You Will Get to Do:**The Senior Associate, Private Markets Data Services will be responsible for tracking and reporting on the data collection process, assisting with onboarding and converting in new business, building new data structures for dispersed data sets, and working with clients to customize dashboards and reporting templates.* Assisting with onboarding and converting new clients into the Data Services model* Setting up new data structures across a group of dispersed data sets, sources and formats* Managing the data collection process, providing ongoing status reports, externally to clients and internally to management* Working with clients to create a set of customized dashboard views and reporting templates* Establishing new data structures and modifying reporting templates, as needed* Researching and responding to routine, ad-hoc client requests* Supporting management with the development, implementation, and roll out of new Data Services products* Providing training, oversight, and mentorship to Associates* Supporting corporate goals and business/departmental initiatives**What You Will Bring****:*** Bachelor's degree in either Data Science, Finance, or a related discipline* 3-5+ years' experience in a financial services or related role - experience in the Real Estate and Private Markets sector is a plus* Deadline oriented with ability to complete assigned tasks independently* Strong attention to detail and ability to multi-task* Excellent client service skills* Desire to work in a fast-paced environment* Ability to multi-task and prioritize responsibilities to ensure timely and accurate production of client deliverables* Excellent interpersonal and communication skills* Proficiency in Microsoft Office suite, with an emphasis on Excel skills* Ability to be a team player#LI-SV1Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ .#LI-Hybrid#LI-HW1#CA-HWUnless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.### ### ### ### #J-18808-Ljbffr
    $78k-110k yearly est. 5d ago
  • Client Relationship Manager - Retail Alternative Investments

    SS&C Technologies 4.5company rating

    SS&C Technologies job in Boston, MA

    As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Client Relationship Manager - Retail Alternative Investments Location: Kansas City, MO; Boston, MA; Braintree, MA; Chicago, IL; Denver, CO; Dublin, OH; Dallas, TX | Hybrid Get To Know the Team: The Manager of CRM will develop and manage relationships with clients such as asset managers, financial advisors, broker-dealers, and wealth management platforms, ensuring excellent service and retention. This role focuses on overseeing operational and strategic client needs, providing expert knowledge of retail alternative investments, and acting as the primary contact for issue resolution. The Manager will collaborate with internal teams to deliver seamless service, lead and support team members, and ensure compliance with industry regulations. Strong leadership, client management, and analytical skills are essential to optimize service delivery and support business growth. Why You Will Love It Here! * Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans * Your Future: 401k Matching Program, Professional Development Reimbursement * Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays * Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave * Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees * Training: Hands-On, Team-Customized, including SS&C University * Extra Perks: Discounts on fitness clubs, travel and more! What You Will Get To Do: * Develop and manage relationships with clients, including asset managers, financial advisors, broker-dealers, and wealth management platforms, ensuring high levels of client satisfaction and retention. * Oversee service activities and support for a designated group of clients, addressing both tactical and strategic operational needs. * Provide expert-level knowledge of retail alternative investments (such as interval funds, non-traded REITs, BDCs, closed-end funds, and tender offer funds) and product offerings to guide clients and help them make informed decisions. * Act as the primary point of contact to resolve service issues, technical problems, and escalate incidents when necessary, ensuring quick and effective solutions. * Act as a key liaison between internal operational teams and clients, ensuring accurate and timely resolution of inquiries and issues. * Coordinate and collaborate with cross-functional teams (sales, compliance, fund accounting, technology, billing, legal) to ensure seamless service delivery, enhanced service offerings, and continuous client support. * Demonstrate the value of SS&C's support offerings to clients, identifying opportunities for expanded support business. * Manage and lead teams or individuals to ensure that service objectives are met and the department delivers quality performance. * Stay updated on SEC, FINRA, and state regulations related to alternative investments, ensuring that the company's services remain compliant and align with industry standards. * Utilize analytical and technical skills to monitor performance, interpret data, and manage reporting on investor flows, NAV calculations, and fee structures. * Develop and implement procedures to optimize service delivery, reduce client downtime, and lower support costs. * Participate in business development efforts and support strategic growth initiatives by identifying client needs and proactively offering tailored solutions. What You Will Bring: * Experience & Knowledge: * 5+ years in retail alternative investments, especially in fund administration, or transfer agency operations, or investor servicing. * Proven experience in client relationship management with a deep understanding of alternative investment products and distribution channels. * Experience with wirehouses, independent broker-dealers (IBDs), registered investment advisors (RIAs), and intermediary platforms (e.g., iCapital, CAIS). * Strong knowledge of regulatory compliance, SEC, FINRA, and state regulations specific to retail alternative investments. * Solid background in managing client relationships in a financial services or wealth management context. * Strong understanding of operational processes related to interval funds, non-traded REITs, BDCs, and other non-traditional fund structures. * Experience working within SLA-driven environments with exposure to operational risk and quality management. * Leadership & Interpersonal Skills: * 3-5 years in a managerial or team leadership role, with a focus on managing associates and driving team performance. * Proven ability to collaborate with diverse teams across various functions, ensuring effective communication and service delivery. * Ability to manage priorities and coordinate resources across cross-functional teams to support client deliverables and resolve complex issues. * Strong interpersonal skills with the ability to develop rapport and trust with clients and stakeholders. * Excellent communication skills with the ability to convey technical or operational process information to non-technical audiences. * Leadership or supervisory roles within a financial operations environment a plus. * Technical & Analytical Skills: * Experience with fund administration platforms, transfer agency systems, and performance reporting tools. * Ability to analyze data, interpret investor flows, and work with technical teams to enhance client services. * Strong computer proficiency in tools such as Microsoft Word, Excel, and Outlook, with the ability to navigate reporting systems. * Service Orientation & Problem Solving: * Strong service orientation with the ability to listen attentively to clients' needs and provide timely and effective solutions. * Ability to manage multiple priorities, meet deadlines, and handle time-sensitive commitments effectively. * Experience managing conflicts and persuading others to achieve positive outcomes. Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at ************************ Salary/wage rate is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions. The expected base salary for the position in MA is between $70,000 USD to $130,000 USD. The expected base salary for the position in IL is between $100,000 USD to $155,000 USD. In addition to their salary, successful candidates may be eligible to receive an annual discretionary bonus and stock options. Applications will be accepted on an ongoing basis until the position is filled. #LI-RS1 #LI-HYBRID Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
    $70k-155k yearly Auto-Apply 38d ago
  • Help Desk Engineer

    Focus Technology Solutions 4.1company rating

    Boston, MA job

    We're growing and looking to add two energetic Help Desk Engineers to our team! If you like solving tech problems, helping people, and working in a fast-paced environment where no two days are the same, this role is for you. You'll be on the front lines remotely supporting our clients, troubleshooting everything from everyday IT issues to interesting technical challenges - all while being part of a collaborative, high-energy team that values learning and great customer service. Some responsibilities include but not limited to: Serves as a first point of contact for all technical support issues Accurately diagnose, prioritize, troubleshoot and resolve hardware, software, and network issues to provide immediate support to customer end users Guides customers through step-by-step solutions and document the process for reference and quality assurance Monitors ticketing system and ensures tickets are addressed in a timely fashion Performs preventative maintenance for customers including server updates, checking backups, anti-virus and application maintenance Provides remote support to customers over the phone using remote assist tools Assists in maintenance of servers, as well as all applications in use by customers Delivers a high level of customer service responding to customers quickly and comprehensively May triage between customers and vendors to assist in resolving customer issues with hardware, software, communications (networks/ISP's), phone systems, PDAs, and desktop applications Balances high volume of requests/issues with a sense of urgency, tact and diplomacy while meeting deadlines/expectations Assumes flexibility with rotating schedules providing on-call support and 4x10 work schedule, as assigned Applies technical knowledge and systems/software expertise to identify root cause of issues and responding and articulating solutions Collaborates with teammates to further develop self-knowledge of technology while also supporting teammates to meet or exceed customer solutions Tracks requests and solutions, delivering metrics, establishing trends and outliers, delivering standard reports for management review periodically Addresses customer needs and concerns appropriately and promptly, escalating tickets to the appropriate team member as needed All other duties, as assigned Skills: Level 1 help desk experience required, level 2 a plus Strong knowledge and proficiency with Microsoft Office products (Word, Excel, PowerPoint), networks and systems such as HP and Dell Experience with LAN, WAN, and WLAN technologies Knowledge in implementation and troubleshooting network devices Configures and troubleshoots VPNs for end user access Technical knowledge of storage, virtualization, and compute across multiple vendors Experience working with diverse environments Demonstrated positive and professional interpersonal skills, as well as strong written and verbal communications skills Exceptional customer relations skills to engage and service customers effectively based on the company's values Strong organizational, multi-tasking, detail-oriented and time management skills Consistently maintains a high attention to detail Works independently and collaboratively to resolve problems and manage demands on time and deliverables Strong documentation skills Adaptability to changing priorities, as needed Positive teamwork skills Maintains a high level of confidentiality, professionalism and a courteous demeanor Experience and Education: 2+ years of experience in a help desk or technical support role, preferably within an MSP environment Prior experience working with and troubleshooting Microsoft Office 365 Industry-recognized certifications such as CompTIA A+, Network+, Microsoft, or similar are preferred Associate or bachelor's degree in information technology, computer science, related field, or equivalent work experience Salary range: The compensation range for this role is estimated between $55,000-$65,000. Final offer will depend on experience, qualifications, location and other relevant factors.
    $55k-65k yearly 13d ago
  • Sales Executive Hedge Funds and Private Markets

    SS&C Technologies 4.5company rating

    SS&C Technologies job in Boston, MA

    As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Sales Executive Hedge funds and Private Markets Location: Hybrid from most major cities Get To Know US: SS&C Technologies is the world's largest independent hedge fund and private equity administrator, as well as the largest mutual fund transfer agency. SS&C's unique business model combines end-to-end expertise across financial services operations with proprietary software and solutions to service even the most demanding customers in the financial services and healthcare industries. Why You Will Love It Here! * Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans * Your Future: 401k Matching Program, Professional Development Reimbursement * Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays * Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave * Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees * Training: Hands-On, Team-Customized, including SS&C University * Extra Perks: Discounts on fitness clubs, travel and more! What You Will Get To Do: * Create and explore new business opportunities targeted at Asset Management prospects * Develop client opportunities and build relationships * Create RFPs * Partner subject matter experts to determine technical solutions and present sound business conclusions from gathered information * Maintain knowledge of industry trends and their potential impact on SS&C * Attend and network at related industry events What You Will Bring: * 5-15+ years of experience of B2B financial services sales; (preferably asset management, hedge fund or capital markets) * Bachelor's Degree in Business Administration or related major * Understanding of Fund Administration Services, Transfer Agency and middle office services * Demonstrable communication, relationship, and team skills * Demonstrated ability to successfully accomplish responsibilities in a high-pressure, high-workload environment; effectively manage time, prioritize tasks and work within deadlines with little supervision * High level of comfort preparing and leading client presentations * Ability to identify and overcome potential objections that could be raised by prospective clients * Expertise with Microsoft Office applications - specifically MS PowerPoint, Word, and Excel; Advanced graphic design skills is a plus Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website: ************************ #LI-JP1 Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
    $56k-82k yearly est. Auto-Apply 38d ago
  • Project Manager

    Focus Technology Solutions 4.1company rating

    Boston, MA job

    Are you passionate about leading innovative technology projects? Do you thrive in dynamic environments where collaboration, strategic thinking, and client success are at the heart of everything you do? If you are ready to make a tangible impact in the world of IT consulting, check out our new Project Manager opportunity! The Project Manager is responsible for the planning, execution, and successful delivery of technology-driven projects for clients in various verticals. This role calls for a blend of technical prowess, business acumen, leadership skills, and client-focused problem-solving to ensure projects are completed on time, within scope, and on budget. Project Managers serve as the primary point of contact between the client, internal stakeholders, and third-party vendors, facilitating communication, managing resources, and ensuring the highest standards of service. Some responsibilities include but are not limited to: Collaborate with pre-sales team to discuss client requirements, review and develop associated Scopes of Work, budget estimates and estimated timelines Review and understand scope of work to be performed and collaborate with internal team to develop projects plans to ensure successful project implementation Display strong client communication skills and ensure ongoing communication with project sponsors and stakeholders of the status and timeline throughout the project Coordinate and manage resources, maintain project schedules, manage budget, and work with the engineering team to manage risk Review and manage vendor contracts and collaborate with resources to successfully deliver project work Track project performance against the project plan, timeline, budget, and client requirements Follow internal processes and procedures to establish change orders, where appropriate, to ensure project delivery remains within scope and client needs are met Escalate any project issues promptly to PMO Manager or relevant internal source(s) Provide regular updates on project status internally and externally by communicating with clients Ensure project deliverable handover and user acceptance is completed and well documented Manage the closing process when project is finalized Work to introduce process improvements from lessons learned All other duties as assigned Skills: Strong organizational, multi-tasking, detail-oriented and time-management skills Excellent documentation skills Adaptability to changing priorities, as needed Strong communication skills, both written and verbally Effective interpersonal and teamwork skills Exceptional critical thinking, analytical, and problem-solving skills Maintains a high level of professionalism and courteous demeanor Successful in maintaining a high level of confidentiality Experience and Education : 4+ years in project management, facilitating IT projects, preferably in a consulting environment 2+ years presenting client solutions while managing budgets, resources, and deliverables Experience in process improvement and inventory control Bachelor's degree in a related field or equivalent work experience Project Management Professional certification, preferred If you're passionate about project management, and excited to grow your career in a fast-paced, supportive environment, we'd love to hear from you! We offer competitive compensation and benefits packages, including remote friendly, medical/dental/vision, 401(k) plan, career path program, employee appreciation events, paid certifications & trainings, paid vacations/holidays and much more. Submit your resume on our careers site today to take your career to the next level! Salary range: The compensation range for this role is estimated between $90,000-$120,000. Final offer will depend on experience, qualifications, location and other relevant factors.
    $90k-120k yearly 60d+ ago
  • Associate Client Relations Specialist

    SS&C Technologies 4.5company rating

    SS&C Technologies job in Boston, MA

    As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Associate Client Relations Specialist Location: Kansas City, MO | Denver, CO | Boston, MA | Braintree, MA | Hybrid (6 Days in Office Each Month) Get To Know Us: As an Associate Client Relations Specialist, you will be a key part of our new hybrid team, combining elements of both Client Relations and Operations in the Retail Alternative Investment division of SS&C. This role will allow you to develop and maintain strong relationships with clients while providing exceptional support in managing inquiries, resolving issues, and overseeing service delivery. As member of this team, you will be assigned clients that you will handle specialized processing and escalated items for. You will have extensive direct communication with clients and must collaborate with various support groups within SS&C to resolve requests timely. This position is an excellent opportunity to gain exposure and knowledge within the client relations and financial services sectors while developing expertise in Alternative Investments. We anticipate this team will continue to grow and the knowledge learned in this role will enable you to be successful in higher levels within our organization. Why You Will Love It Here: * Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans * Your Future: 401k Matching Program, Professional Development Reimbursement * Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays * Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave * Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees * Training: Hands-On, Team-Customized, including SS&C University * Extra Perks: Discounts on fitness clubs, travel and more! What You Will Get to Do: * Develop and maintain positive, long-term relationships with clients, serving as the primary point of contact for both operational and investment inquiries. * Provides and oversees support and service activities for a designated client or group of clients, ensuring their operational needs and issues, both tactical and strategic, are managed to the highest level of satisfaction. * Investigate and resolve complex client issues, offering clear and concise solutions. * Oversee the quality of service and operational performance for designated clients, ensuring compliance with program standards and delivery requirements. * Accurately review, prepare, and process transactions on investor accounts while supporting clients through the service process. * Handle more complex or escalated client inquiries, troubleshooting issues and collaborating with management and other teams to resolve them promptly. * Implement strategies to reduce client downtime, improve service efficiency, and reduce support costs. * Work closely with team members, sales, and support teams to ensure client needs are met and identify opportunities for further engagement and business growth. * Contribute to ongoing process improvements, support special projects, and demonstrate a commitment to professional development and learning. What You Will Bring: * Bachelor's degree or equivalent work experience * 1-2 years of experience working in client facing role ideally with intermediaries within financial services, with a preference for experience in transfer agency. * Excellent interpersonal and professional communication abilities, with the capability to explain complex information in simple terms and build rapport with clients. * Ability to analyze complex situations, resolve issues efficiently, and offer solutions that benefit both clients and the company. * Ability to thrive in a collaborative, team-based environment, actively sharing knowledge and insights with colleagues to improve overall performance. * Strong enthusiasm for providing exceptional service, with a focus on building long-term client relationships and improving satisfaction. * Familiarity with service delivery processes, transaction handling, and support mechanisms (training will be provided). * Comfortable working independently, managing multiple priorities, and demonstrating initiative in addressing client needs and operational tasks. * A strong commitment to personal growth, learning, and staying up-to-date on financial services, investment products, and client service strategies. * Proficiency in use of tools such as word processing, JIRA, Chorus/AWD, TA2000, 3270, and Microsoft Excel. * Must be willing to work on site at least 6 days/month. Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ ************************ Salary/wage rate is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions. The expected hourly wage for the position in MA is between 21.63/hour USD to 40.85/hour USD. In addition to their wages, successful candidates may be eligible to receive annual discretionary stock options. Applications will be accepted on an ongoing basis until the position is filled. #LI-RS1 #LI-HYBRID Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws. Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions. Colorado: Salary range for the position: $19.23 USD/hour to $33.65 USD/hour.
    $19.2-33.7 hourly Auto-Apply 28d ago
  • Associate Solutions Consultant, Eclipse Client Services

    SS&C Technologies 4.5company rating

    SS&C Technologies job in Boston, MA

    As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Associate Solutions Consultant, Eclipse Client Services Location(s): Boston, MA , Chicago, IL, New York City, NY | Hybrid Get To Know The Team: SS&C Eze provides premier global investment technology to support the front, middle and back-office designed to optimize operational and investment alpha throughout the entire investment process. Our employees are at the heart of our success. At SS&C Eze, we foster career growth at all levels within the company and encourage employees to take ownership of their careers. As a result, many of our leaders have risen to their current roles, as we vigorously advocate upward and lateral mobility. We recruit the best and the brightest for our team by seeking talented, hard-working individuals who are enthusiastic about learning and realizing their potential. Eclipse Client Service is rapidly growing and needs your help! Eclipse Service Consultants are an integral part of the Eclipse platform, a cloud-native investment management solution, working both with our clients and our R&D teams. We collaborate with product and engineering and provide product feedback as key stakeholders and the voice of the client, promoting supportability and quality within the platform. Why You Will Love It Here! * Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans * Your Future: 401k Matching Program, Professional Development Reimbursement * Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays * Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave * Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees * Training: Hands-On, Team-Customized, including SS&C University * Extra Perks: Discounts on fitness clubs, travel and more! What You Will Get To Do: * Handle and execute service requests, triage and diagnose incidents, and assist with daily operations for the platform * Own client projects working with hedge fund custodians/administrators, as well as internal projects working with R&D * More experienced consultants are expected to train associates, act as an escalation point, and handle more complex or nuanced projects What You Will Bring: * Bachelor's Degree * 1-3 years of recent and relevant work experience with similar functionality (Financial Services, Investment Technology, or Software-as-a-Service (SaaS)) in a technology or client-facing role * Familiarity in related subject areas such as Finance, Information Systems, Computer Science, Business Administration or similar * Technology troubleshooting skills and interest in technology and software support * Ability to learn new processes, products, and support tools quickly * Communication skills, and ability to explain technical issues to non-technical users * Understanding of financial markets and related processes * Experience collaborating with Software Development teams to facilitate Product Supportability, Incident Management, Problem Management, and Request Fulfillment processes * Experience training employees on a growing team * Understanding of project management best practices Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website: ************************ #CA-MB #LI-Eze #LI-MB3 Salary range for the position: 70000 USD to 80000 USD. Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws. Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions. NY: Salary range for the position: 70000 USD to 80000 USD.
    $102k-148k yearly est. Auto-Apply 38d ago
  • Inside Sales

    SS&C 4.5company rating

    SS&C job in Boston, MA

    As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Inside Sales Location: Boston area | Hybrid Get To Know Us: SS&C is leading the way. We continue to look for todays and tomorrow's brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to apply. SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, and innovation to name a few. Why You Will Love It Here! Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans Your Future: 401k Matching Program, Professional Development Reimbursement Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees Training: Hands-On, Team-Customized, including SS&C University Extra Perks: Discounts on fitness clubs, travel and more! What You Will Get To Do: Run qualified opportunities through the full sales lifecycle from prospecting through close Prospect for new business Build and maintain long-term relationships Actively maintain a sales pipeline with documented activity Expertly handle time to focus on activities that grow pipeline and revenue Understanding of key buying personas and ability to discuss meaningful business challenges for each Achieve or exceed assigned monthly/annual sales quotas What You Will Bring: Bachelors' degree Ability to successfully prospect, influence and close sales deals over the phone 1-3 years of sales experience preferred Track record of consistently exceeding sales activity metrics to achieve success Ability to work in a dynamic, team environment Strong work ethic, self-motivated and driven Strong interpersonal and follow-up skills Salary range for this role is $75k-$85k plus uncapped commission structure Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website: ************************ #LI-JP1 Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
    $75k-85k yearly 60d+ ago
  • Sr. Business Research Analyst

    SS&C Technologies 4.5company rating

    SS&C Technologies job in Boston, MA

    As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Sr. Business Research Analyst Location: Kansas City, MO | Atlanta, GA | Boston, MA| Hybrid Get To Know Us: SS&C is leading the way. We continue to look for todays and tomorrow's brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to apply. SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, and innovation to name a few. Why You Will Love It Here! * Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans * Your Future: 401k Matching Program, Professional Development Reimbursement * Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays * Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave * Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees * Training: Hands-On, Team-Customized, including SS&C University * Extra Perks: Discounts on fitness clubs, travel and more! What You Will Get To Do: * A Senior Business Research Analyst focuses on new business research to enhance the company's solutions sets and industry research related to trends that impact the company's - and/or - current or potential client decisions. * Attends events that support objectives to gain industry, market, vendor, and/or competitor knowledge. * Provides research assistance to other members of internal cross-functional teams or clients focused on the development, delivery, and support of new or existing product and service offerings. * Identifies, researches, and recommends vendors to provide technology and/or other solutions in support of bringing the company or client's products, services, and solutions to market. * New business-focused employees take the lead in identifying, researching, and evaluating potential product, service, and solution concepts and enhancements to pursue in order to maintain and advance the company's competitive position in the market * Evaluate research findings, engaging functional areas as appropriate to determine applicability and level of impact to the company's business, customers, products, and/or services; survey customer needs, monitor industry trends, and study competitor offerings * Perform gap analysis to identify opportunities to improve upon the company's offerings; develop and present the business case for new products from a market perspective. * Industry-/client-focused employees develop and conduct business surveys that allow collection of quantitative and qualitative industry data, analyze collected data and write leading-edge research publications that address challenges in the industries they serve * Gather, model and transform data to highlight useful information, suggest conclusions and support decision-making of current and potential clients. What You Will Bring: * Minimally requires a Master's degree and 1 years of related experience, Bachelor's degree and 3 years of related experience, or high school degree and 5 years of related experience. Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ ************************ #LI-AD2 #LI-Hybrid Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
    $95k-130k yearly est. Auto-Apply 38d ago
  • Regional Marketing Manager

    Focus Technology Solutions 4.1company rating

    Boston, MA job

    We're excited to add a Regional Marketing Manager to our team! We're looking for a driven professional who enjoys collaboration, values relationships, and wants to be part of a company that's focused on growth, innovation, and long-term partnerships. The Regional Marketing Manager will be responsible for executing marketing initiatives that enhance brand awareness and drive business growth, with a strong focus on planning and delivering high‑impact events. This role will work closely with the Director of Marketing and company leadership to develop and refine marketing strategies, plan and coordinate integrated digital campaigns, and consistently communicate the brand vision across all channels. Key responsibilities include partnering with leadership and practice leads to evaluate and implement marketing strategies and increasing awareness of the Focus brand through targeted campaigns. A core aspect of this role is leading the end‑to‑end execution of regional events including webinars and seminars, field marketing programs, and executive engagements in close collaboration with business development and sales teams to support revenue goals, drive engagement, and elevate brand visibility. ** This hybrid role requires in-person collaboration and strong familiarity with the New England market; therefore, candidates must be based in New England. ** Some responsibilities include, but are not limited to, the following: Plan, direct, and coordinate all marketing efforts In collaboration with the Director of Marketing, evaluate and develop our marketing strategy Communicate marketing strategy internally and externally Work with OEM Partners to coordinate regional joint events around designated capabilities of both the OEM Partner and Focus Work with peer marketing contacts at our OEM and distribution Partners to maximize and optimize the attainment of Marketing Development Funds Collaborate with all practices/teams within Focus Develop and implement new ideas for customer events Build brand awareness and positioning Work with the business development and sales team to develop successful strategies and campaigns that attract new customers and expand current customer relationships Plan and execute strategic MSP marketing campaigns that generate leads and revenue Design and implement the execution timeline for integrated marketing campaigns Lead and organize seminars/webinars, including researching venues, planning logistics and attending to represent Focus, as applicable Contribute to social media marketing strategy and content marketing; create content for individual and company postings Explore new ways to engage and new social networks to reach our ideal customer profile Track/collect quantitative and qualitative data from marketing campaigns Develop marketing collateral, including press releases, presentations, case studies and solution overviews Create and update marketing promotional items (e.g. branded, co-branded promotional merchandise) Build and maintain strong, long-lasting partner and client relationships Clearly communicate the progress of monthly/quarterly initiatives to internal and external stakeholders Stay up to date on industry trends and best practices All other duties, as assigned Skills: Excellent written and verbal communication skills, as well as strong interpersonal skills Stellar organizational and detail-oriented skills Strong multi-tasking and time management skills to effectively work under deadline pressures Experience with event planning and execution Proficient with Microsoft Office Suite, including Word, PowerPoint and Excel Proficient with Salesforce, ZoomInfo, Outreach, HubSpot and WordPress Professional and proactive work ethic Excellent project and stakeholder management skills Experience with digital marketing such as social media marketing and content marketing Strong leadership, analytical and creative thinking skills Customer-focused mindset Education and Experience: 5+ years of work experience in marketing in the technology industry Bachelor's degree in business, marketing, communications, related field or equivalent work experience Proven experience supporting sales teams and driving measurable pipeline growth Strong familiarity with the New England market Willingness to travel within the region or to events as needed If this role sounds like a good fit for your experience and interests, we'd love to hear from you! We offer competitive compensation and benefits packages, including medical/dental/vision, 401(k) plan, career path program, employee appreciation events, paid certifications & trainings and much more. Submit your resume on our careers site today to take your career to the next level! Salary range: The compensation range for this role is estimated between $90,000-$120,000. Final offer will depend on experience, qualifications, location and other relevant factors.
    $90k-120k yearly 5d ago
  • Sr. Data Engineer

    SS&C Technologies 4.5company rating

    SS&C Technologies job in Boston, MA

    As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Sr. Data Engineer Locations: San Francisco, CA / Jacksonville, FL / Boston, MA / New York, NY (Hybrid) Get To Know The Team: Our mission and team are expanding, and we are looking for motivated people who want to be part of an exciting growth opportunity in the Fintech industry. Why You Will Love It Here! * Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans * Your Future: 401k Matching Program, Professional Development Reimbursement * Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays * Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave * Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents, and Experiences of Our Employees * Training: Hands-On, Team-Customized, including SS&C University * Extra Perks: Discounts on fitness clubs, travel and more! What You Will Get To Do: * Join a team that creates a leading cloud platform with the latest big data, cloud-native and machine learning technologies * Build and implement models in a production environment for a revenue-driving product. * Create and maintain overall optimal data infrastructure. * Assemble large, complex data sets that meet functional / non-functional business requirements. * Manage data migrations/conversions and troubleshoot data processing issues. * Create the pipeline for optimal extraction, transformation, and loading (ETL) of data from a wide variety of data sources. * Build machine learning functions to help with data automation and data preparation. * Work closely with our product team and data warehouse engineers to build analytics tools and dashboards that utilize the data pipeline to provide actionable insights into customer acquisition, operational efficiency, and other key business performance metrics. * Work with other data experts to strive for greater functionality in our data systems. * Discover more innovative machine-learning solutions that can drive business values. What You Will Bring: * Passionate about big data and building a platform. * Proficient coding skills and strong algorithm & data structure basis. * Knowledge of one or multiple of the tools: Hadoop, Spark, Presto, Hive, Kafka, or Airflow. * Skills in transforming data, developing data structures, building a metadata store, and setting up data pipelines or data workflows. * Experience in getting data through API with Python or other programming languages such as JavaScript, Java, C#, Scala, etc * Strong problem-solving skills with a can-do attitude. * Great software engineering best practices with git and version control systems. * Solid communication skills to explain complex data pipelines to both technical and non-technical people. * Excellent writing and documenting skills. * Self-starter and self-motivated. * Bachelor's Degree in Computer Science, Information Systems or other STEM field * 5+ years of experience in data engineering or a related field required Bonus if you have * Machine learning academic or working experiences. * Kubernetes or docker knowledge. * Experience with AWS Glue, Azure Data Factory, or Data Bricks. Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at ************************ ********************************************************************************** #LI-PE1 #LI-HYBRID Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
    $87k-125k yearly est. Auto-Apply 38d ago
  • Director, Implementation and Onboarding

    SS&C Technologies 4.5company rating

    SS&C Technologies job in Boston, MA

    As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Director, Implementation and Onboarding Locations: Windsor, CT / Boston, MA | Hybrid Get To Know Us: SS&C is leading the way. We continue to look for todays and tomorrow's brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to apply. SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, and innovation to name a few. The Implementations and Onboarding Consultant Director position is an exciting opportunity for a dynamic hands-on delivery leader with Investment / Insurance Accounting background to work on one of SS&C's Next Generation solutions (Singularity). Suitable candidates will need to demonstrate a strong track record in managing or working on large projects and implementations, ensuring consistent and successful delivery. Candidates will need the ability to work with clients from the executive level to the project management level as well as coordinating across internal teams. This role is expected to lead and drive client implementations ensuring that the client achieve their objectives and SS&C has successful, referenceable clients. This position is also expected to contribute to and maintain consistent, repeatable methodology, templates and tools that incorporate best practices and drive re-use and efficiencies. Successful candidates will be critical to driving forward the rollout of SS&C Singularity. Why You Will Love It Here! * Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans * Your Future: 401k Matching Program, Professional Development Reimbursement * Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays * Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave * Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees * Training: Hands-On, Team-Customized, including SS&C University * Extra Perks: Discounts on fitness clubs, travel and more! What You Will Get To Do: * Successfully implement the investment accounting platforms to support operations and accounting for asset managers, insurance companies, pension funds, hedge funds and REIT clients * Draft and manage implementation project plans and budgets coordinating with client project managers and internal stakeholders. * Maintain relationships with various clients, including leading operations reviews, implementations processes, process improvements, project management functions and vendor review meetings * Ensure monthly and quarterly deliverables are delivered timely and accurately to clients, including transaction processing, accounting reconciliations, general ledger, profit and loss, compliance and performance reporting * Perform business analysis, new requirements, workflow, and operational reviews serving as a single point-of-contact between client and SS&C teams (e.g. product, development, operations, outsourcing). * Articulate product capabilities and guide the Client in best practices for use of SS&C's solutions * Identify product customization, enhancements, process changes and/or workarounds to meet Client requirements. Incorporate and account for any gap remediation's during project planning and delivery. * Assist with researching complex account issues * Develop and implement consistent implementation processes and procedures for clients * Lead other project resources * Provide in-depth product, industry and best practices business consultancy * Be involved in all phases of implementation projects as well as a number of smaller client related projects and pre-sales opportunities * Provide the necessary skills to advise and consult within the investment management marketplace on best practice methodologies on how to utilize SS&C solutions * Be a reliable point of contact for all Client enquiries, issues and requests throughout a project or implementation. Perform and/or lead activities related to requirements analysis, business process analysis, product configuration, detailed project documentation, Client communication, issue resolution, testing, Client training/education and solutions deployment. * Identify, research and resolve and/or engage others in the research and resolution of complex investment management related business issues. * Manage and assist in the provision of Sales support - proof of concepts, workshop building, off the shelf demonstrations. * Interact effectively with senior stakeholders, both internally and externally. Manage Client expectations, cultivate the Client relationship and ensure the timely completion of project milestones. * Command respect for excellence, not only in areas of specific knowledge but also in all aspects of proposing, conducting and leading consultancy assignments. * Define best practice implementation methodology for the Singularity solution, recommend and implement improvements to drive repeatability and efficient. * Assist management with financial forecasting and reconciliation to forecast and budget What You Will Bring: * B.S. in Accounting, Finance or Economics, CPA or similar * Prior experience of software implementation and / or investment fund migration projects * Financial industry experience, specifically strong industry background knowledge within the Investment Accounting domain * Ideally qualified to a professional level with a globally recognised accounting qualification such as CPA, ACCA, CFA or a similar equivalent * Ideally broad knowledge of SS&C I&IM product range - ideally hands on experience implementing, supporting or developing SS&C I&IM products * Strong experience with Fixed Income products, Common Stock, Derivative products, including Options, Futures, Swaps, FX trades and Commercial Loans. * Project management experience * Good general knowledge of current hardware and software technologies * Strong judgment, risk & issues management, and problem analysis techniques * Ability to troubleshoot details while maintaining the "big picture" view * Ability to manage high pressure client situations and build trust with the clients * Ability to prioritize multiple simultaneous issues and Ability to prioritize multiple simultaneous issues * Ability to present and communicate at a senior stakeholder level (internally & externally) * Ability to synthesize and communicate complex technical, product and business issues * Self-motivated, "Find a way to get it done" attitude * Outstanding time management skills and attention to details #LI-Hybrid #LI-HW1 #CA-HW Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
    $108k-147k yearly est. Auto-Apply 43d ago
  • Director, Private Markets Accounting

    SS&C Technologies 4.5company rating

    SS&C Technologies job in Boston, MA

    As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Director, Private Markets Accounting Locations: Boston, MA | Hybrid Get To Know Us: SS&C is leading the way. We continue to look for todays and tomorrow's brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to apply. SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, and innovation to name a few. Why You Will Love It Here! * Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans * Your Future: 401k Matching Program, Professional Development Reimbursement * Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays * Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave * Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees * Training: Hands-On, Team-Customized, including SS&C University * Extra Perks: Discounts on fitness clubs, travel and more! What You Will Get To Do: * Manage multiple fund relationships, including scheduling and meeting all client deliverables * Maintain/manage client expectations and coordinate deliverables timelines with staff * Demonstrate strong knowledge of accounting, specifically with respect to alternative investment funds, with a focus on private equity funds * Participate in new business discussions with prospects and existing clients * Prepare and maintain goals and career development plans for all direct reports * Prepare semiannual performance appraisals and discussions for all direct reports * Provide guidance and direction to staff on all technical and client-service-related topics * Review fund governing documents, offering documents, subscription documents, side letters, and investment management agreements, in order to ensure proper application of fund terms * Review all transaction documentation and supporting files, and understand the features of the investment transactions, accruals, etc. * Review work paper files for accuracy and completeness, including capital activity, investment activity, income and expense accruals, valuation adjustments, etc. * Review management fee calculations, including offsetable amounts, management fee waiver contributions, etc. * Review investor allocations and capital account statements * Review capital call and distribution calculations, sources/uses of cash, allocations, and investor notices * Create, maintain, and/or review distribution waterfall (carried interest) models, in keeping with the applicable fund terms * Prepare and/or review financial statements, notes disclosures, and supporting schedules * Develop/maintain robust review procedures around deliverables * Manage the year-end audit process, in collaboration with the client and auditors What You Will Bring: * Bachelor's degree in Accounting or related field * Master's degree preferred * 15+ years' experience in accounting, with a focus on alternative investments funds - private equity experience a plus * CPA designation a plus * 5+ years' experience supervising two or more professional staff * Directly responsible for hiring and termination decisions as well as providing continuous performance feedback to staff * Hands-on management style with strong leadership skills and ability to develop staff * Demonstrated project management skills with the ability to multi-task * Excellent interpersonal and communication skills * Proficiency in Microsoft Office suite, with advanced Excel skills * FIS Investran experience a plus * Team player Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ ************************ #LI-AF1 #LI-Hybrid Salary/wage rate is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions. The expected base salary for the position in MA is between $100,000 USD to $170,000 USD. Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
    $100k-170k yearly Auto-Apply 57d ago
  • Senior Associate, Private Markets Data Insights

    SS&C 4.5company rating

    SS&C job in Boston, MA

    A leading financial services company is seeking a Senior Associate for Private Markets Data Services to oversee data tracking and client onboarding. This role involves creating data structures and customized reporting tools for client needs, alongside mentoring junior associates. The ideal candidate should have a Bachelor's degree, with 3-5 years of relevant experience, particularly in Real Estate or Private Markets. Benefits include a hybrid work model, medical coverage, and a 401k matching program. #J-18808-Ljbffr
    $78k-110k yearly est. 5d ago
  • Software Engineer

    SS&C Technologies 4.5company rating

    SS&C Technologies job in Waltham, MA

    As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Software Engineer Location: Boston/Waltham, MA | Hybrid Get To Know Us: SS&C Eze is seeking a Software Engineer to join the Eze OMS team based out of our Boston headquarters. Eze's award-winning Investment Suite features a set of integrated applications that provide best-in-class asset management functionality to streamline the investment lifecycle. Our applications can be combined together for a seamless front-to-back workflow, used standalone, or integrated with other third-party systems. As a Software Engineer on the OMS, you will work on a team consisting of a Product Manager, QA, Scrum Master, and other Software Engineers. The ideal candidate has a passion for software development, a commitment to quality, is eager to learn and innovate, has excellent analytical skills, and can communicate effectively with teammates. We pride ourselves on being an excellent place to grow your career and provide mentorship and support on that path. Ask us about our values: True North, Master Your Craft, Clients are Our Context, Change is Opportunity, 1+1=3, and Deliver Excellence. Why You Will Love It Here! * Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans * Your Future: 401 (k) Matching Program, Professional Development Reimbursement * Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays * Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave * Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees * Training: Hands-On, Team-Customized, including SS&C University * Extra Perks: Discounts on fitness clubs, travel, and more! What You Will Get To Do: * Developing high-quality code on schedule, based on a technical design. * Actively participating in Scrum activities, including backlog refinement and user story estimation. * Contributing to the design of new features and functionalities. * Providing code reviews for teammates. * Performing unit testing, automation testing, and work closely with our QA engineers to support system testing and bug resolution. * Diagnosing problems with the code and optimizing performance. * Providing tier-3 product support What You Will Bring: * Bachelor's degree in Computer Science, Engineering, Mathematics or a related field. * 2+ years of development experience, preferably with C# and SQL. * Strong skills in object-oriented design and programming. * Strong knowledge of data algorithms and structures. * Strong communication and collaboration skills. * Excellent problem-solving and troubleshooting skills. * Experience building REST APIs is a plus. * Experience in web development language (React\JavaScript) is a plus. * Experience with SQL Server, Networking, or the investment industry is a plus. Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website: ************************ #LI-DS3 #LI-HYBRID #LI-EZE Salary range for the position: 100,000 USD to 110,000 USD. Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
    $76k-101k yearly est. Auto-Apply 38d ago
  • Account Executive, Digital Sales

    SS&C Technologies 4.5company rating

    SS&C Technologies job in Boston, MA

    As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Account Executive, Digital Sales Location: Waltham, MA Get To Know The Team: SS&C Intralinks is looking for driven, energetic, growth-oriented Account Executive to join our Inside Sales team to support the Alternative Investments sales organization. As an Account Executive, you will have the opportunity to be entrepreneurial while selling a highly recognized best-in-class software. You will be responsible for successfully driving new business and owning the entire sales cycle from beginning to end. Business is generated through various channels such as inbound inquiries, outbound prospecting, growing existing relationships, and marketing events. So, you will be skilled at prospecting, articulating the Intralinks value proposition, navigating large enterprises, and generating enthusiasm for Intralinks solutions in the market. The growing Inside Sales organization establishes relationships and business in a fast-growing SaaS space selling directly to our customers. Our customers are the top global corporate accounts with a focus on deal professionals, finance professionals, and legal departments. This sales team is in our Waltham office with over 200 employees. The company has a global sales team with 23 offices in 15 countries. Why You Will Love It Here! * Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans * Your Future: 401k Matching Program, Professional Development Reimbursement * Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays * Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave * Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees * Training: Hands-On, Team-Customized, including SS&C University * Extra Perks: Discounts on fitness clubs, travel and more! What You Will Get To Do: * Run qualified opportunities through the full sales lifecycle from prospecting through close * Prospect for new business daily through a combination of target account prospecting and using existing relationships * Build and maintain long-term relationships by meeting or exceeding customer expectations for future sales * Actively maintain a sales pipeline with documented activity in accordance with Intralinks processes and methodologies, using SalesForce.com * Expertly handle time to focus on activities that grow pipeline and revenue * Conduct thorough discovery, qualify need and prove the value of Intralinks solutions to address those needs * Understanding of key buying personas and ability to discuss meaningful business challenges for each * Achieve or exceed assigned monthly/annual sales quotas * Develop a deep understanding of Intralinks offerings What You Will Bring: * Bachelors' degree * Ability to successfully prospect, influence and close sales deals over the phone * 1-3 years of sales experience preferred * Track record of consistently exceeding sales activity metrics to achieve success * Ability to work in a dynamic, team environment * Strong work ethic, self-motivated and driven * Strong interpersonal and follow-up skills * CRM experience, preferably Salesforce * Experience with Microsoft Office and web-based technologies * Experience selling Software-as-a-Service (SaaS) preferred but not required Salary range for this role is $75k-$85k plus uncapped commission structure Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ ************************ #LI-JP1 #LI-Hybrid #LI-Intralinks Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
    $75k-85k yearly Auto-Apply 28d ago
  • Associate Manager - Hedge Fund Accounting; East Coast Region

    SS&C Technologies 4.5company rating

    SS&C Technologies job in Boston, MA

    As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Associate Manager, Hedge Fund Accounting Locations: NYC | Union, NJ | Boston, MA | Hybrid Get To Know Us: SS&C Technologies is the world's largest independent hedge fund and private equity administrator, as well as the largest mutual fund transfer agency. SS&C's unique business model combines end-to-end expertise across financial services operations with proprietary software and solutions to service even the most demanding customers in the financial services and healthcare industries. Why You Will Love It Here! * Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans * Your Future: 401k Matching Program, Professional Development Reimbursement * Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays * Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave * Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees * Training: Hands-On, Team-Customized, including SS&C University * Extra Perks: Discounts on fitness clubs, travel and more! What You Will Get To Do: * Prepares a variety of fund reports for clients including: cash forecasts, Net Assets Values (NAVs), yields, distributions, reconciliation, and other fund accounting output. * Updates and reviews trading, general ledger activity and pricing of funds. * Prepares and reconciles trial balances for assigned funds and prepares reconciliation of fund records to custodians and transfer agents. * Reviews complex investments and/or funds which may include international, fixed income, or derivatives securities. * Leader of professionals or first-level leaders working on issues of a diverse scope or coordinating department activities. * Exercises wide-latitude to make decisions within established company policies to meet business objectives. What You Will Bring: * Bachelor's degree in Finance, Accounting or related discipline * Master's degree is a plus * Experience/knowledge with hedge funds or fund of fund * 4-6 years' experience/knowledge as a hedge fund accountant or auditor of hedge funds * 2+ years as a supervisor/manager * Ideal candidate has experience at 1) audit firm, 2) fund or bank and 3) an administrator * Strong Excel knowledge (Pivot Table, Sumif, V-lookup) * Geneva and/or Advent software knowledge a plus Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ ************************ #LI-Hybrid #LI-AF1 #LI-AK1 Salary/wage rate is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions. The expected base salary for the position in MA is between $65,000 USD to $115,000 USD. Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
    $65k-115k yearly Auto-Apply 38d ago
  • Senior Associate ; Hedge Fund Accounting (East Coast Region)

    SS&C Technologies 4.5company rating

    SS&C Technologies job in Boston, MA

    As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Senior Associate, Fund Accounting - Hedge Funds; East Coast Region Locations: NYC | Union, NJ | Boston, MA | Hybrid Get To Know The Team: SS&C is leading the way. We continue to look for todays and tomorrow's brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to apply. SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, and innovation to name a few. Why You Will Love It Here! * Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans * Your Future: 401k Matching Program, Professional Development Reimbursement * Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays * Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave * Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees * Training: Hands-On, Team-Customized, including SS&C University * Extra Perks: Discounts on fitness clubs, travel and more! What You Will Get To Do: * Daily reconciliation of cash balances, investment positions and market values * Trade processing * Liaise with Auditors and Tax Preparers for Funds * Review of accruals and expense items * Gathering and processing corporate actions * Confirming validity of corporate actions and significant price changes with independent source * Calculation and recording of fees * Interaction with investment managers and prime brokers to resolve questions and reconciliation differences * Analytical review of daily and monthly results What You Will Bring: * Bachelor's Degree in Accounting, Finance, or Mathematics * Master's Degree, CPA/CFA are pluses, not required * 2-5 years' experience in accounting/financial services; hedge funds experience is a plus * Strong organizational skills and detail-oriented * Team player mentality with the ability to independently * Ability to manage shifting priorities in a fast-paced environment * Strong verbal and written communication skills * Proficient in Microsoft Office suite, advanced Excel skills Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at ************************ #LI-Hybrid #LI-AK1 #LI-LH1 #LI-AF1 Salary/wage rate is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions. The expected base salary for the position in MA is between $50,000 USD to $100,000 USD. Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
    $50k-100k yearly Auto-Apply 38d ago
  • Consultant

    SS&C Technologies 4.5company rating

    SS&C Technologies job in Boston, MA

    As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Job Title: Client Engagement Consultant Locations: Hybrid / Chicago Ill Get To Know Us: SS&C is leading the way. We continue to look for todays and tomorrow's brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to apply. SS&C prides itself on hiring diverse, honest, dynamic individuals who value collaboration, accountability, and innovation, to name a few. SS&C Blue Prism allows organizations to deliver transformational business value via our intelligent automation platform. We make products with one aim in mind - to improve experiences for people. By connecting people and digital workers, you can use the right resource, every time, for the best customer and business outcomes. We supply enterprise-wide software that not only provides full control and governance, but also allows businesses to react fast to continuous change. Why You Will Love It Here! * Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans * Your Future: 401k Matching Program, Professional Development Reimbursement * Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays * Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave * Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees * Training: Hands-On, Team-Customized, including SS&C University * Extra Perks: Discounts on fitness clubs, travel and more! What you get to do: * Lead project execution efforts for existing clients on the SS&C Eze OMS Platform * Support new fund launches through system setup, testing, and go-live execution * Implement OMS workflows such as trade modeling/rebalancing, trade allocation methodology, APIs, mobile applications, and commission and fee schedules * Build and maintain SQL-based trading, operations, and compliance reports * Configure and support third-party file ETL (Extract, Transform, Load) integrations with custodians, prime brokers, fund administrators, and accounting systems * Optimize application views, permissions, and trading workflows to improve user experience and efficiency * Partner closely with Product, Client Solutions, and Client Success on enhancements and issue remediation What you will bring: * Minimally requires a Master's degree, or Bachelor's degree and 2 years of related experience, or high school degree and 4 years of related experience. * Preferred Qualifications: Experience with SQL, SSRS, FIX - Experience with Salesforce, PowerBI, Confluence/JIRA Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws. Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions. NY: Salary range for the position: 100000 USD to 120000 USD.
    $86k-117k yearly est. Auto-Apply 15d ago

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