SS&C Technologies

Engineer

• Install, configure, and maintain OpenShift clusters on-premises.
• Monitor cluster performance and troubleshoot issues to ensure optimal operation.
• Manage user access and permissions within the OpenShift environment.
• Implement and manage CI/CD pipelines to automate application deployment.
• Work with development teams to optimize applications running on OpenShift.
• Create and maintain documentation related to OpenShift configurations and procedures.
• Stay updated with the latest OpenShift and Kubernetes features and best practices.
• Collaborate with security teams to implement best security practices for containerized applications.

Senior VMware/Openshift Engineer

General Counsel

• Draft, review, and negotiate a wide range of commercial agreements supporting SS&C Health’s business lines, including contracts with healthcare providers, payers, pharmacy networks, and other industry partners
• Lead contract negotiations with clients, vendors, and strategic partners, covering agreements such as services, SaaS, software licensing, non-disclosure, and data privacy (including BAAs), from both provider and customer perspectives
• Support legal and contractual needs throughout the full sales cycle, including Requests for Proposal (RFPs) and Requests for Information (RFIs)
• Provide timely, practical legal guidance to internal stakeholders in a fast-paced, high-visibility environment
• Advise on commercial, public sector, compliance, and corporate matters while identifying opportunities to improve processes and standardize templates
• Build strong cross-functional relationships and collaborate effectively across the organization

Legal Counsel

Account Executive

• Develop and execute a comprehensive business development strategy for middle office mandates to achieve aggressive sales targets for SS&C's solutions.
• Identify and qualify new business opportunities by leveraging industry knowledge, networking, market research, and prospecting activities.
• Build and maintain strong, long-term relationships with key decision-makers and influencers at prospective client organizations.
• Conduct thorough needs assessments to understand client challenges and pain points, and effectively articulate how SS&C's solutions can deliver tangible value.
• Lead the entire sales cycle from initial contact to contract negotiation and close, collaborating with internal teams including subject experts, legal, and professional services.
• Develop compelling proposals, presentations, and pitches that clearly articulate SS&C's value proposition and competitive differentiation.
• Stay abreast of industry trends, competitive landscape, and emerging technologies to inform sales strategies and product development.
• Represent SS&C at industry conferences, events, and client meetings to enhance brand visibility and generate leads.
• Accurately forecast sales pipeline and provide regular reports on sales activities and progress to senior management.

Sales Executive – Fund Administration Services

Project Manager

• Define project scope, goals, and deliverables in collaboration with senior management and stakeholders.
• Develop full-scale project plans, including detailed tasks, timelines, resource allocation, and budgets.
• Lead and motivate cross-functional project teams, ensuring clear communication, effective collaboration, and accountability.
• Proactively identify and manage project risks and issues, developing mitigation strategies and escalating as necessary.
• Monitor project progress, performance, and budget, providing regular status reports to stakeholders.
• Manage changes to the project scope, schedule, and costs using appropriate verification techniques.
• Ensure adherence to SS&C GIDS project management methodologies, standards, and best practices.
• Facilitate effective communication channels between project team members, stakeholders, and external vendors.
• Conduct project post-mortems and create a recommendations report in order to identify successful and unsuccessful project elements.
• Mentor and coach less experienced project team members.

Senior Project Manager

Accountant

• Prepare, review, and maintain fund accounting records, including general ledgers, trial balances, NAVs, and financial statements in accordance with applicable accounting standards using the Black Diamond Trust software.
• Execute and oversee daily, monthly, quarterly, and annual processes, meeting all deadlines and service ‑ level expectations.
• Review and resolve complex reconciliations, accounting exceptions, and operational issues; escalate risks and recommended solutions as appropriate.
• Primary liaison for book of business and work closely with external parties such as auditors, law firms and tax advisors.
• Support security ‑ related activities such as trade settlement, corporate actions, and shadow posting.
• Serve as a key client contact, providing professional and responsive communication and maintaining strong client relationships.
• Act as a subject ‑ matter expert on team processes, systems, and controls; support advanced processing and issue resolution.
• Assist with onboarding and implementation of new clients or entities.
• Support team development through knowledge sharing, documentation, and hands ‑ on guidance.

Fund Accountant, Trust

Data Analyst

• Engage with business units to understand their data needs, processes, and KPIs
• Map and document the data landscape across systems (CRM, MAP, web analytics, advertising platforms, product data, etc.)
• Serve as the primary analytics liaison, ensuring marketing has accurate, accessible, and trusted data to support decision-making
• Analyze marketing performance across channels, segments, and lifecycle stages to identify trends, gaps, and growth opportunities
• Transform complex datasets into concise insights that marketing leaders can act on
• Design and build intuitive, executive-ready dashboards using platforms such as Tableau, Power BI, Looker, or similar
• Identify and resolve data quality issues across systems; partner with RevOps, IT, and Data Engineering on remediation

Enterprise Marketing Data Analyst – Cross-Functional Insights, Visualization

Sales

• Support day-to-day operational tasks i.e., data cleanup, pipeline hygiene, reporting updates, and CRM maintenance.
• Provide administrative assistance for scheduling activities, sales team communications, and coordination of meetings or internal sessions.
• Assist with documentation efforts including process guides, workflow updates, enablement resources, and sales-facing materials.
• Help with basic analysis, report pulls, and data gathering to support RevOps insights and seller productivity.
• Update and maintain sales resources, dashboards, and internal reference materials as processes evolve.
• Track and report on progress across assigned projects and ensure information is well organized and accessible.
• Partner with Direct Sales managers and RevOps team members to support time-bound initiatives throughout the summer.

Sales Intern

Accounting Manager

• Oversee teams supporting fund administration services to clients
• Manage client implementation and onboarding
• Plan and oversee the preparation of audited and unaudited financial statements, partner capital statements and underlying work papers
• Demonstrate knowledge of accounting and manage the fund audit process
• Develop and maintain the internal Private Equity business reporting calendar
• Review client deliverables, including, but not limited to: realized and unrealized gains/losses, management fees, investor allocations, investment data and partner’s capital allocations
• Review and maintenance of general ledgers, sub ledgers and trial balances for multiple fund clients, according to various accounting standards (IFRS/US GAAP/local GAAP)
• Aggregation, maintenance and reconciliation of key business and client metrics

Manager, Fund Accounting – Private Markets

Learning and Development

• Assist in conducting training needs assessments to identify skill gaps
• Support development and revision of engaging training materials
• Coordinate logistics for training sessions
• Facilitate introductory training sessions as directed
• Administer and maintain the Learning Management System (LMS)
• Collect and analyze feedback from training participants
• Collaborate with subject matter experts (SMEs)
• Research and recommend new learning technologies
• Assist in managing vendor relationships for external training programs

Associate Learning and Development Specialist

• Define and own the North America channel sales strategy
• Develop and execute a channel growth playbook
• Establish channel-specific pipeline generation targets, coverage models, and incentive structures
• Collaborate with the global channel organization
• Own and deliver the North America channel-sourced ARR targets
• Build rigorous operating cadences including QBRs, pipeline reviews, partner scorecards
• Lead and develop a team of 5-7 Partner Account Managers
• Establish a high-performance culture rooted in accountability, curiosity, and delivering partner value

VP, Channel Sales

• Oversee teams supporting fund administration services to clients
• Manage client implementation and onboarding
• Plan and oversee the preparation of audited and unaudited financial statements, partner capital statements and underlying work papers
• Demonstrate knowledge of accounting and manage the fund audit process
• Develop and maintain the internal Private Equity business reporting calendar
• Review client deliverables, including, but not limited to: realized and unrealized gains/losses, management fees, investor allocations, investment data and partner’s capital allocations
• Review and maintenance of general ledgers, sub ledgers and trial balances for multiple fund clients, according to various accounting standards (IFRS/US GAAP/local GAAP)
• Aggregation, maintenance and reconciliation of key business and client metrics
• Develop/maintain robust review procedures around deliverables
• Manage the year-end audit process, in collaboration with the client and auditors

Director – Private Markets Accounting

Financial Planning and Analysis

• Facilitate money movement for clients
• Reconcile client bank accounts
• Research exception items for various fund companies
• Responsible for reconciliation, share/cash reporting, entering/releasing wires in various banking systems and other team functions.
• Quality control of manual outgoing wires
• Be escalation point for more complex functions.
• Follow workflow priorities and ensure all processing standards and client needs are met.
• Perform quality checks by auditing work performed.
• Develop and implement process improvements.
• Minimize open items by conducting root cause/trend analysis and work with internal teams to reduce/eliminate recurrence.
• Document processes and procedures.
• Train and guide associates within direct team by sharing job knowledge and best practices.

Financial Operations Associate

Director

• Oversee teams supporting fund administration services to clients
• Manage client implementation and onboarding
• Plan and oversee the preparation of audited and unaudited financial statements
• Demonstrate knowledge of accounting and manage the fund audit process
• Develop and maintain the internal Private Equity business reporting calendar
• Review client deliverables, including realized and unrealized gains/losses
• Review and maintenance of general ledgers, sub ledgers and trial balances
• Aggregation, maintenance and reconciliation of key business and client metrics
• Develop/maintain robust review procedures around deliverables
• Manage the year-end audit process, in collaboration with the client and auditors

Director, Private Markets

Operations

• Oversee day-to-day shareholder accounting operations, including reconciliations, reporting, and transaction processing
• Manage ACH transactions, shareholder and international wires, and custody-related transfers, including reporting to custody and fund accounting teams
• Supervise the reconciliation and research of money movement activity, trading activity, fund sponsor/wirehouse sales logs, and bank accounts
• Establish procedures, project plans, and coordinate work as needed between transfer agency teams
• Work with various transfer agency systems to enhance processes and create automation as needed
• Acts as the first point of escalation for complex transactions, discrepancies, or risk‑related issues
• Supports employee training and development while monitoring workload distribution and deadlines
• Partners with management to support operational goals, process improvements, and quality outcomes

Supervisor – Transfer Agency Operations

Manager

• Own the end-to-end renewal cycle for sub-$100K ARR accounts across the Americas — from early engagement to booked revenue
• Build and run a proactive outreach cadence that ensures no renewal is a surprise, internally or externally
• Drive renewal rate and renewal revenue as your primary commercial deliverables, with on-time renewal rate and forecast accuracy as supporting metrics
• Maintain an accurate current quarter + 1 rolling forecast, reported weekly with clear risk and opportunity commentary
• Identify at-risk accounts early and mobilize the right internal resources to protect revenue
• Identify upsell and expansion signals within your book and hand off cleanly to Account Executives
• Design and document the renewals playbook for long-tail accounts — cadences, engagement thresholds, escalation paths — built to be repeatable and scalable
• Work with Renewals Operations on process design, CPQ, Salesforce hygiene, and automation to reduce friction in the cycle
• Coordinate with Partner Managers to align on partner-led renewal coverage and ensure no gaps or duplication
• Collaborate with Deal Desk on deal structure, multi-year options, and approval workflows
• Contribute to the global renewals build — share learnings across regions and help shape function-wide standards and practices
• Know when to escalate — and be comfortable doing so — to protect revenue and maintain credibility with stakeholders