Manager

• Lead and support the onboarding of new private equity clients, including initial scoping, planning, and execution.
• Work directly with clients and internal stakeholders to gather requirements and translate them into technical and operational deliverables.
• Manage setup of fund and investor structures, management fee and waterfall models, capital activity workflows, and reporting outputs.
• Configure SS&C’s Private Markets fund administration platform to align with client-specific requirements and operational models.
• Tailor system settings to support accounting, investor relations, reporting, and treasury workflows.
• Test and validate system configurations to ensure accurate output across modules (capital calls, distributions, NAVs, etc.).
• Coordinate the migration of historical data (fund, investor, transaction, financial) from legacy systems.
• Perform data mapping, transformation, and validation activities with a high degree of accuracy.
• Reconcile migrated data with client source systems and resolve discrepancies proactively.
• Help manage implementation timelines, deliverables, and stakeholder communications.
• Document business requirements, system specifications, and process flows for future reference and audit.
• Contribute to continuous improvement of the implementation methodology and onboarding tools.
• Assist in gathering and documenting client-specific business and operational requirements.
• Help analyze client workflows and support the delivery of tailored solutions within the fund administration systems.
• Respond to client inquiries regarding system use, data issues, and configuration adjustments.
• Work with senior team members to ensure client expectations are met throughout onboarding and operational phases.
• Contribute to tactical projects such system upgrades, process automation, and platform migrations.
• Assist with strategic initiatives like software enhancements, new product creation and deployment and system integrations.
• Support business case development, data analysis, and project documentation efforts.
• Collaborate with cross-functional teams on initiatives that enhance service delivery, scalability, or efficiency.

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