Note: The job is a remote job and is open to candidates in USA. SS&C Technologies provides AI-powered technology and services for financial services and healthcare organizations. The Professional Services Consultant will deliver middle- and back-office operational and onboarding services, collaborate with clients and internal teams, oversee daily processes, optimize platforms, and support concurrent implementation and integration projects.
Responsibilities
- Execute operational processes and procedures
- Onboard new functionality, asset classes, and managers and more
- Knowledge of performance measurement principles, including performance, return calculations, and attribution
- Provide operational consulting and execution support on projects such as client onboarding, fund launches, counterparty setup, asset class expansion, reporting initiatives, and platform integrations
- Conduct operational reviews to assess client environments, ensuring optimal configuration, adoption of new functionality, and implementation of scalable, efficient workflows
- Advise on and support integrations across front, middle, and back-office systems, third‑party vendors, data warehouses, and reporting platforms
- Document business process and technical requirements, workflow designs, and maintain an up‑to‑date library of operational artifacts
Skills
- A strong background in financial technology, investment operations, or a related discipline
- A strong understanding of the asset management / hedge fund ecosystem
- Knowledge of performance measurement principles, including performance, return calculations, and attribution
- 3–10 years of experience in a financial services, Hedge Fund, or financial technology environment within middle‑ or back‑office operations
- Strong understanding of instrument valuation across asset classes including equities, options, futures, fixed income, credit, and FX
- Knowledge of trade lifecycle, including pre-trade compliance, order generation, execution, confirmation, settlement, reconciliation, and reporting
- Familiarity with buy‑side PMS/IBOR/ABOR systems, preferably SS&C products (Advent Geneva, Eze OMS, Eze EMS/Realtick)
- Ability to communicate technical and operational concepts clearly to stakeholders with varying levels of technical background
- Strong analytical, verbal, and written communication skills
- High level of professionalism, attention to detail, and commitment to operational excellence
Benefits
- Medical, dental, and vision coverage
- A 401(k) plan with company match
- Paid time off, holidays, and parental leave
- Professional development reimbursement opportunity
- Employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company’s discretion.
Company Overview
Company H1B Sponsorship