Senior Associate, Alternative Investment Specialist
SS&C Technologies
full-time
Posted on:
Location Type: Hybrid
Location: Dallas • Florida, Texas • 🇺🇸 United States
Visit company websiteJob Level
Senior
About the role
- Client interaction
- Communicate with clients in a proactive & professional manner
- Monitoring, retrieving, processing, reporting alternative investment data
- Project involvement for onboarding of new clients
- Working with various systems across the SS&C landscape
- Identify potential problems
Requirements
- Bachelor’s degree in Finance, Accounting, Economics or related discipline
- 1-3 years working experience in financial services
- Experience/knowledge in PE fund accounting and fund of funds
- Understanding of private equity investor activity such as capital calls and distributions
- Ideal candidate should be highly motivated; a self-starter who can meet deadlines
- Strong interpersonal and communication skills
- Team player mentality with ability to partner with various departments and levels
- Strong Excel knowledge (Pivot Table, Sumif, V-lookup)
- Tech savvy, ability to quickly learn new technology
Benefits
- 401k Matching Program
- Professional Development Reimbursement
- Flexible Personal/Vacation Time Off
- Sick Leave
- Paid Holidays
- Medical
- Dental
- Vision
- Employee Assistance Program
- Parental Leave
- Discounts on fitness clubs, travel and more!
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
PE fund accountingfund of fundscapital callsdistributionsExcelPivot TableSumifV-lookup
Soft skills
client interactionproactive communicationproblem identificationself-starterdeadline managementinterpersonal skillsteam playercollaboration
Certifications
Bachelor’s degree in FinanceBachelor’s degree in AccountingBachelor’s degree in Economics