Senior Investment Performance Consultant

SS&C Technologies

Senior Investment Performance Consultant leading client implementations in investment performance and attribution analysis at SS&C. Engaging with clients, defining requirements, and ensuring successful outcomes.

Posted 5/1/2026full-timeRemote • Connecticut • 🇺🇸 United StatesSeniorWebsite

Tech Stack

Tools & technologies

SQLVBA

About the role

Key responsibilities & impact

Leading implementations of new clients in areas of investment performance, attribution analysis, ex-post measurement risk and GIPS compliance
Defining business requirements
Conducting business operations reviews
Training and supporting clients during the implementation
Client relationship management and cultivating relationships with both internal and external partners
Keeping abreast of industry initiatives and market trends that impact the business
Leading projects to enhance calculation, reporting and analysis tools

Requirements

What you’ll need

Undergraduate degree in business/commerce or computer science
MBA, M.Sc., CFA and CIPM designation are strong assets
Excellent written and verbal communication skills in English
Knowledge of French a requirement for the Montreal location
Minimum five years’ experience in the investment industry of which at least two years are in performance measurement and attribution analysis
Superb people skills, strong team-orientation, and a professional attitude
Strong organizational skills, work ethic, independent and self-motivated
Excellent Excel skills with VBA knowledge a plus
Knowledge of SQL or any programming skills a strong asset
Knowledge of supporting or implementing SS&C or other investment management systems is an asset

Benefits

Comp & perks

medical, dental, and vision coverage
a 401(k) plan with company match
paid time off, holidays, and parental leave
professional development reimbursement opportunity

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

performance measurementattribution analysisGIPS complianceExcelVBASQLinvestment management systems

Soft Skills

written communicationverbal communicationpeople skillsteam orientationorganizational skillswork ethicindependenceself-motivation

Certifications

MBAM.Sc.CFACIPM