SS&C Technologies

• Support the delivery of Australian tax compliance and reporting services across a diverse portfolio of investment funds and financial services clients.
• Preparation, review, oversight, client management, and process improvement.
• Ensure the accurate and timely delivery of tax reporting and compliance deliverables.
• Prepare, review, and oversee tax compliance calculations and reporting, including BAS, IAS, AIIR, investor statements, tax returns, tax distributions, withholding tax reporting, and other regulatory obligations.
• Support the preparation and review of trust, fund, corporate, and investor tax reporting requirements.
• Assist in responding to client, auditor, regulator, and stakeholder queries.
• Support client onboarding, transitions, restructures, and tax-related projects.
• Assist in the development, enhancement, and maintenance of tax policies, procedures, controls, and operating models.
• Participate in testing activities, template enhancements, and process improvement initiatives.
• Ensure adherence to operational risk, compliance, and governance requirements.
• Contribute to a culture of continuous improvement, collaboration, and client service excellence.

Tax Services, Fund Tax Associate

Implementation Specialist

• Deliver high-quality business and technical consulting services as part of client implementation projects.
• Analyse client business processes and requirements to design and implement efficient workflows using SS&C Advent solutions.
• Configure systems, perform data migration, testing, documentation and user training to ensure successful project delivery.
• Act as the primary Implementation Consultant for assigned project deliverables or lead end-to-end implementations for smaller engagements.
• Advise clients on system enhancements, technology integrations and best practices to improve operational efficiency.
• Build strong relationships with clients and internal stakeholders while ensuring excellent customer satisfaction throughout project delivery.
• Collaborate with cross-functional teams across multiple regions and travel when required to support client implementations.

Senior Implementation Consultant

Account Manager

• Manage and cultivate strong, long-lasting client relationships with assigned accounts in the PA-BAS sector
• Act as the primary point of contact for clients, understanding their business objectives, challenges, and requirements
• Develop and execute strategic account plans to achieve client retention, satisfaction, and revenue growth targets
• Proactively identify automation opportunities and process improvements of the common initiatives frequently performed in the team
• Collaborate closely with internal teams (e.g., client relationship teams, product development, service delivery, technical support, operations, financial control) to ensure client needs are met and issues are resolved efficiently
• Prepare and deliver compelling presentations, proposals, and reports to clients, showcasing the value and benefits of DST Technologies' offerings
• Monitor client satisfaction, gather feedback, and implement strategies for continuous improvement
• Stay informed about industry trends, competitor activities, and new product/service offerings relevant to the PA-BAS market.

Senior Client Relationship Manager

• Maintain and develop personal relationships with key and senior client contacts internally and externally.
• Ensure a detailed understanding of our client's and prospects business, products, strategy, requirements and understand the impact on SS&C’s service offering.
• Ability to engage effectively at the C-suite level with SS&C clients, demonstrating deep industry knowledge to build credibility and executive gravitas.
• Liaise with Leads and Heads of internal business areas to monitor and ensure timely and quality service provided.
• Achieve Year on Year Growth and individuals / team sales targets through understanding the financial drivers of stakeholders.
• Drive and lead capability workshops with clients through a deep understanding of SS&C’s products, services, and technologies and how these can add value to a client's business.
• Lead all commercial and contractual relationships for clients.
• Work with our clients and SS&C teams to always ensure customer satisfaction and communicate with internal stakeholders and Directors of any potential areas of concern.
• Senior point of contact for escalations and owns the resolution process from beginning to end.
• Drive process improvement and change through awareness of all clients change requests/projects and how they fit into their strategic roadmap of change.
• Responsible for provision of relevant information to client contacts and internal stakeholders in a timely manner and in an appropriate format.

Relationship Manager

Project Manager

• Lead the planning, execution, monitoring, and successful delivery of IT application projects
• Manage Salesforce projects, including new implementations, application enhancements, integrations, data migrations, and platform upgrades
• Develop and maintain detailed project plans, schedules, budgets, resource allocations, and risk management plans
• Facilitate project governance, status reporting, steering committee meetings, and executive communications
• Partner with business stakeholders to define project scope, objectives, requirements, and success criteria
• Coordinate cross-functional teams, including business analysts, developers, quality assurance resources, architects, and external vendors
• Identify and proactively manage project risks, issues, dependencies, and change requests
• Drive stakeholder engagement and maintain effective communication throughout the project lifecycle
• Support user acceptance testing (UAT), deployment planning, training, and change management activities
• Facilitate Agile ceremonies, including sprint planning, standups, retrospectives, and backlog refinement, where applicable
• Manage competing priorities across multiple concurrent projects

Project Manager – Business Applications

Artificial Intelligence

• Identify opportunities to leverage AI and automation to improve business processes, product capabilities, and client outcomes.
• Research emerging AI technologies, tools, and industry trends relevant to healthcare and enterprise software.
• Build prototypes, prompts, workflows, and proof-of-concepts using generative AI and automation platforms.
• Assist with documenting business requirements, current-state processes, and future-state AI-enabled workflows.
• Partner with Product, Engineering, Operations, Marketing, and Sales teams on strategic AI initiatives.
• Analyze business processes and recommend opportunities for increased efficiency through automation.
• Support AI pilots by collecting feedback, measuring results, and documenting lessons learned.
• Prepare presentations, reports, and executive-ready materials summarizing recommendations and project outcomes.
• Participate in cross-functional meetings and contribute ideas that support SS&C Health's innovation strategy.
• Complete assigned projects independently while managing priorities and meeting established deadlines.

Healthcare AI & Automation Intern

Associate

• Provide fund administration services to domestic and offshore hedge fund and private equity fund clients.
• Process investor subscription and redemption activity in accordance with the fund’s offering documents and anti-money laundering (AML) requirements.
• Communicate pending transactions to fund management as required.
• Prepare and validate investor statements to fund accounting information.
• Prepare distribution of investor statements, letters and miscellaneous documents in accordance with investor and fund management instructions.
• Ensure distribution information is up to date and compliant in accordance with investor and fund management instructions.
• Prepare wire transfer instructions in accordance with investor and/or fund management instructions through various Internet banking platforms.
• Confirm expected cash activity was processed by the bank and communicated to fund accounting and/or fund management.
• Comply with department policies and procedures for processing of above activities.
• Participate in system and process enhancement.
• Perform other related duties as assigned by department management.

Senior Associate, Investor Services

Accounting Manager

• Lead Fund Accounting transformation initiatives, including operating model design, platform modernisation, process optimisation and business change.
• Act as the HiPort Subject Matter Expert, leading business discovery, solution design, configuration, implementation, optimisation and stakeholder engagement.
• Lead business analysis activities by facilitating workshops, gathering requirements, documenting BRDs, functional specifications, user stories, process maps and solution documentation.
• Drive Registry and Investor Administration transformation across investor servicing, unit pricing, distributions, corporate actions, transaction processing and operational controls.
• Lead General Ledger and accounting solution design, including accounting models, reconciliations, financial, tax and regulatory reporting requirements.
• Oversee data migration, mapping, validation, reconciliation, parallel runs, cutover planning and implementation readiness.
• Partner with Finance, Operations, Technology, Product and external vendors to deliver scalable, compliant and sustainable solutions.
• Lead SIT, UAT and production implementation activities, managing defect resolution, business readiness and successful delivery outcomes.

Fund Accounting Transformation Lead

• The Senior Project Manager leads complex, cross-functional initiatives from initiation through completion
• Ensuring delivery of intended business, client, operational, or technology outcomes
• Establishing the structure and processes needed to coordinate project activities and deliver the right solution at the right time
• Translating strategy, business objectives, customer needs, and performance improvement opportunities into executable project plans
• Applying project management knowledge, skills, tools, and techniques to manage deliverables, schedules, budgets, resources, risks, issues, dependencies, and stakeholder expectations
• Monitoring project performance, evaluating variances, and taking appropriate corrective action to maintain alignment with approved scope, schedule, budget, and quality expectations

Senior Project Manager

Account Executive

• Create new business opportunities and build relationships with hedge funds, family offices and/or asset managers
• Partner with subject matter experts to navigate across 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
• Work within a dynamic setting in a culture that strives for and rewards achievement

Sales Executive – Fund Administration

Customer Success Manager

• Develop and execute the overall Client Success strategy across SS&C Health's client portfolio.
• Build trusted executive relationships with C-suite leaders at strategic client organizations.
• Serve as executive sponsor for key accounts, leading governance, executive business reviews, and strategic planning sessions.
• Ensure clients achieve measurable business outcomes and maximize the value of their SS&C Health investment.
• Establish a disciplined Client Health framework utilizing operational, financial, relationship, and adoption metrics.
• Drive client retention while identifying expansion and cross-sell opportunities in partnership with Sales.
• Lead renewal strategy and commercial planning across strategic accounts.
• Proactively identify risks and implement recovery plans before issues impact client satisfaction.
• Lead, coach, and develop a high-performing Client Success organization.
• Foster a culture of accountability, proactive communication, continuous improvement, and client advocacy.
• Drive consistency in governance, account planning, success metrics, and executive communications.
• Partner closely with Product, Operations, Professional Services, Sales, and Support to deliver a seamless client experience.
• Develop executive-level account strategies aligned with client priorities and SS&C Health growth objectives.
• Lead complex client negotiations and strategic commercial discussions.
• Influence organizational priorities by bringing forward market insights, client feedback, and emerging opportunities.
• Champion process improvements that improve client outcomes and operational efficiency.

Vice President, Client Success

Operations

• Assume responsibility over the daily Position/ Transaction and Cash reconciliations of multiple accounts to Custodians/Clients & Agent banks.
• Work closely with the Client, internal teams, and custodians/agents to ensure timely resolution of breaks and issues and mitigate risk for our clients.
• Oversee a team of analysts and build strong reconciliations processes and procedures.
• Ensure team adheres to best business practices of the firm.
• Prepare daily, weekly, monthly, and quarterly KPIs to track trends and workflow issues.
• Review root cause analysis to make recommendations to improve processes, create efficiencies and mitigate risk.

Senior Associate, Loan Operations

• Take ownership of daily hedge fund accounting operations, including cash, position, and market value reconciliations
• Process and monitor trade activity while ensuring accuracy across all investment records
• Review accruals, expenses, and fee calculations to ensure completeness and compliance
• Manage corporate actions from end to end, including validation of pricing and event data using independent sources
• Perform analytical reviews of daily and monthly fund performance and financial results
• Collaborate with investment managers, prime brokers, auditors, and tax teams to resolve breaks and ensure alignment across stakeholders
• Support audit and tax deliverables by preparing accurate, well-documented supporting schedules
• Contribute to process improvements in a fast-paced, high-volume trading environment

Senior Associate, Hedge Fund Accounting

Product Manager

• Develops, owns, and executes end‑to‑end product strategy, positioning, and go‑to‑market plans aligned with company objectives
• Maintains a strong understanding of customer needs, competitive landscape, and market forces, including the company’s position relative to competitors
• Analyzes market opportunities, anticipates industry trends, and evaluates feasibility and financial justification for new products and enhancements to existing products
• Defines, documents, and prioritizes requirements for current and future products considering business capabilities, technology constraints, quality, cost, customer interactions, and marketplace demands
• Oversees the product lifecycle from concept through delivery, ongoing optimization, and retirement
• Partners closely with cross‑functional teams—including technical architecture, engineering, development, analytics, operations, and commercial teams—to ensure solutions meet financial, timing, and customer expectations
• Defines target customer segments and supports sales teams through product expertise, lead generation support, and solution positioning
• Leads medium to large initiatives or complex, high‑visibility product efforts requiring broad business perspective, conceptual thinking, and in‑depth analytical problem solving
• Performs root cause analysis on product, claims, or operational issues and drives resolution through data‑driven recommendations
• Designs and documents business and operational workflows that support scalable and compliant product delivery
• Develops and maintains product policies, procedures, and best practices; recommends continuous process improvements
• Mentors and provides guidance to junior product managers, analysts, and cross‑functional partners
• May lead a process, program, or functional capability without direct people management responsibility.

Product Manager IV

Data Scientist

• Lead a team within the Transfer Agency
• Ensure accurate, timely, and efficient delivery of data reporting to both internal stakeholders and external clients
• Build and maintain advanced Excel data models using Power Pivot and the Excel Data Model
• Create DAX measures, calculated columns, and KPIs for business reporting
• Use Power Query to automate data extraction, transformation, and consolidation from multiple sources
• Develop interactive dashboards and executive reports in Excel
• Improve existing spreadsheets by increasing automation, accuracy, and efficiency
• Troubleshoot and optimize complex Excel workbooks
• Integrate data from databases, flat files, APIs, and other systems
• Identify opportunities to automate manual reporting and business processes