SS&C Technologies

Software Engineer

• Define and own global EUC architecture roadmap, endpoint management, device lifecycle, virtualization, mobility
• Establish enterprise standards, patterns, and blueprints ensuring global consistency with regional accommodations
• Design and deploy enterprise platforms (Microsoft Intune, Autopilot, JAMF, global MDM) at scale
• Ensure secure-by-design, scalable architectures compliant with GDPR, HIPAA, and APAC data residency
• Oversee multi-region rollouts, migration programs, and global platform upgrades
• Define global endpoint security baselines and configuration policies; partner with InfoSec and Compliance
• Maintain centralized visibility and control over endpoint posture, compliance, and patch management
• Mentor global engineering teams and manage strategic vendor relationships
• Implement automation, self-service, proactive monitoring; lead incident response and major problem investigations
• Establish and track KPIs for device uptime, compliance rates, and user satisfaction

Senior Architect – End User Engineering

Financial Planning and Analysis

Client/Intermediary facing position in the Retail Alternative Investment division of SS&C.
This relationship team supports multiple financial intermediaries (wire-houses, TPAs, custodians) and alternative investment products.
Manage communication between intermediaries, clients and various support groups at SS&C.
Manage/oversight of client events, new product implementation and overall client satisfaction.
Develops and maintains exceptional intermediary relationships.
Provides and oversees support and service activities for a designated intermediaries or group of intermediaries, ensuring their operational needs and issues, both tactical and strategic, are managed to the highest level of satisfaction.
Ensures quality service and operational performance within the parameters of program and delivery standards.
Develops understanding of client business and product installations to identify service needs, plan service delivery and drive use of proactive service and support mechanisms to reduce client downtime and support costs.
Acts as a primary point of intermediary contact to coordinate resolution of service incidents and escalation of technical issues.
Collaborates with sales and support groups to demonstrate value of support offering to client and identify opportunities for expanded support business.
Career level professional leading small, moderately complex projects or working on complex tasks that require a high degree of judgement, resourcefulness, and self-initiative.
Demonstrates specialized expertise to evaluate wide-ranging and complex issues and develop creative solutions.

Senior Financial Client Relations Specialist

Product Designer

• Company: SS&C Technologies, global provider of services and software for financial services and healthcare industries.
• Role: Senior User Experience Designer focused on design and evolution of SS&C Chorus intelligent automation platform.
• Responsibilities: shape user-centric digital experiences, collaborate with product managers, engineers, stakeholders, and end users to craft intuitive, accessible, and scalable designs.
• Team: UX and UXR across UK, US, and Europe; strategic and task leads named; work proactively on conceptual designs and reactively to customer feedback and PM direction.
• Design Focus: conceptual designs and prototypes, incorporate AI, iterate on product UX responding to customer feedback.

Senior User Experience Designer

Product Manager

• Develop and execute operations product strategy , driving automation and reconciliation improvements within Singularity.
• Analyze market opportunities and assess industry direction to enhance machine learning capabilities and operational efficiency.
• Lead product design initiatives leveraging Azure DevOps, Confluence, Balsamiq and other tools to improve workflow and process automation.
• Partner with technical architecture, development, and data science teams to optimize machine learning models for reconciliation and operational workflows.
• Define and maintain the product backlog , ensuring alignment with business goals and industry trends.
• Collaborate with cross-functional teams to ensure seamless integration of operational automation tools into the investment accounting platform.
• Provide thought leadership in reconciliation strategies , leveraging machine learning-driven solutions and automation technologies to enhance efficiency.
• Influence operational design to drive continuous process improvements and enhanced user experience.

Product Owner – Operations

Accounting Manager

Deliver accurate and timely work product within deliverable timelines
Prepare work paper files for accuracy and completeness, including capital activity, income and expense accruals and investment activity
Update distribution waterfall (carried interest) models
Prepare management fee calculations and supporting schedules
Review all transaction documentation and supporting files, and understand the features of the investment transactions, accruals, etc.
Perform reconciliations, process journal entries and cash balances
Support year-end audit process, in collaboration with the team, client and auditors
Actively interact with clients and counter-parties including legal counsels, auditors and tax advisors to meet key deadlines
Analytical review of daily and monthly results

Senior Associate, Fund Accounting - Hedge Funds/Private Markets

Director

• Deeply engaged, client-facing role involved in operational execution and technical solutioning
• Frequent interaction with clients to understand business needs and co-develop actionable product strategies
• Manage internal initiatives, cross-functional projects, and corporate directives
• Drive alignment across teams and ensure timely execution and operational effectiveness
• Develop and execute product strategy, messaging, and product/solution launches aligned with company goals
• Evaluate market opportunities, anticipate industry trends, and assess feasibility and impact of new products/releases
• Collaborate closely with technical architecture, software development, and client delivery to meet financial, timing, and quality expectations
• Lead with influence to solve complex business and technical challenges in a high-pressure, dynamic environment
• Participate in strategic planning and execution of cross-organizational initiatives to support business growth

Director, Product/Technology Solutions

Manager

• Lead and empower a cross-functional team including product owners, business analysts, developers, and QA to deliver digital technologies across TA, Superannuation, Wealth industries.
• Manage and nurture client and key stakeholder relationships across global locations and time zones.
• Oversee timely and accurate reporting, including updates, RAID logs, budget controls, and resource requirements.
• Lead end-to-end delivery of digital products, ensuring alignment with business objectives and governance standards.
• Develop and refine repeatable processes to enhance efficiency and scalability.
• Optimize delivery frameworks to support continuous delivery and Agile best practices.
• Engage and align internal, external, and third-party stakeholders to define scope, objectives, and governance.
• Oversee Scrum teams and enforce testing strategies, production acceptance criteria, and quality gates.
• Identify and manage dependencies, risks, issues, and quality assurance; escalate as necessary.
• Drive Agile adoption and integrate Project Management practices for iterative development.
• Review and incorporate lessons learned; conduct Post-Implementation Reviews.
• Manage financial oversight including accurate budget control and expenditure tracking.
• Chair and document meetings, facilitate discussions, and drive consensus.
• Maintain compliance with internal frameworks, governance policies, and regulatory requirements.
• Support, motivate, and lead cross-functional teams, fostering collaboration and accountability.
• Ensure documentation is up-to-date, version-controlled, and audit-ready.

Senior Delivery Manager – Digital

Owning and pro-actively managing a portfolio of key client relationships
Ensuring all SS&C service levels meet or exceed client expectations
Building trusted relationships with the Clients' key contacts (CFO, COO, etc.)
Capturing client feedback to drive strategic change initiatives and trend analysis
Organizing and chairing formal service level review meetings with clients
Articulating the benefits of SS&C services and business model to clients
Incorporating client initiatives, needs, and structures into formal account plans
Fostering strong internal working partnerships within all SS&C service areas
Identifying cross-selling opportunities within existing client base
Developing and translating MIS into process / service enhancement recommendations
Working closely with sales team and contributing to marketing efforts
Maintaining knowledge of industry trends and their potential impact on SS&C
Occasional travel is required

Manager, Client Relationship Management

• Help manage one or more client relationships, including scheduling and meeting all client deliverables
• Demonstrate strong knowledge of accounting, specifically with respect to alternative investment funds, with a focus on private equity limited partnerships
• Assist in preparation of goals and career development plans for junior staff
• Provide input into semiannual performance appraisals and discussions for junior staff
• Provide guidance and direction to junior staff on all technical and client-service-related topics
• Review fund governing documents, offering documents, subscription documents, side letters, and investment management agreements, in order to ensure proper application of fund terms
• Review all transaction documentation and supporting files, and understand the features of the investment transactions, accruals, etc.
• Prepare/review work paper files for accuracy and completeness, including capital activity, investment activity, income and expense accruals, valuation adjustments, etc.
• Prepare/review management fee calculations, including offsetable amounts, management fee waiver contributions, etc.
• Prepare/review investor allocations and capital account statements
• Prepare/review capital call and distribution calculations, sources/uses of cash, allocations, and investor notices
• Create, maintain, and/or review distribution waterfall (carried interest) models, in keeping with the applicable fund terms
• Prepare/review financial statements, notes disclosures, and supporting schedules
• Help manage the year-end audit process, in collaboration with the VP, client, and auditors
• Where applicable, support the tax team with information to prepare tax compliance/reports
• Support corporate goals and business/departmental initiatives
• Maintain/manage client expectations and coordinate deliverables timelines with vice president and staff

Associate Manager, Private Equity / FOF

Solutions Engineer

Sales Solutions Consultant

Director, Client Relationship Management

Project Manager

• Creates and manages project plans, weekly objectives, meetings and open items.
• Coordinates project specific documentation: fund details, request lists, report matrices, calendars, daily flows, close out summaries, and requirements for special development, processes, or files.
• Coordinating calls for multiple departments and outside contacts.
• Provides Relationship Management support during project cycles.
• Gathers and documents department statuses for the overall project plans.
• Supports or coordinates special corporate or team projects as needed.
• Contributes to the establishment and maintenance of procedures, project templates and documentation for the Project Team.

Registered Funds Project Manager - Operations

• Perform the daily and monthly processing, reconciliation, and reporting functions for traditional and complex asset types
• Prepare and perform controls on monthly general ledgers feeds for US GAAP, US STAT, IFRS and other Local GAAPs
• Review and resolve differences on daily data reconciliations
• Review and resolve differences on reconciliations against multiple custodians and/or asset managers
• Identify inefficiencies in the current production process and make recommendations on how to fix them
• Address ad hoc inquiries and assist on projects
• Document and cross-train processes
• Liaise with clients on a day to day basis
• Manage change control requests and issue logs

Associate, Insurance/Investment Accounting

Engineering Manager

• You will have delivery management responsibilities for individuals and teams working across multiple product lines.
• You will work with other Engineering dept leads, internal and external, to plan, execute and deliver across multiple product releases.
• Drive a collaborative working relationship between local and remote team members (through KPI/OKRs, etc.)
• You will work with peers to own the software delivery across the entire SDLC with a collaborative mindset to ensure an end-to-end joined-up thinking approach is taken.
• Work with management, stakeholders and peers to move the software development process forward in terms of agility, quality and speed of delivery with a cloud-first mindset.
• Take ownership of system design and decisions on current generation and green-field projects you are responsible for, involving and collaborating with teams inside and outside of engineering.
• Your direct reports will be Developers and / or Development Team Leads who are in Sprint Teams.
• You will work closely alongside your in-sprint Team Leads, Product Owners, Developers, QA, etc., to ensure epics/user stories are delivered to high quality and pragmatically.
• Research and validate emerging technologies for suitability against the technology ecosystem.
• Highlight requirements for Development Team infrastructure and tooling.
• Promote opportunities for process and working practice improvements.
• Take the initiative to define key objectives based on broad outcomes, assisting with the generation of new ideas or approaches within a specialty area.

Manager, Software Engineering

Account Executive

• Drive new logo sales within the US insurance market, including SaaS offerings and outsourced investment accounting, operations, reporting and analytics services.
• Lead the entire sales process from prospecting through closing, including conducting discovery to qualify opportunities, preparing subject matter experts and other team members, developing presentations, providing quality and timely follow-up to prospects, creating pricing proposals, and negotiating contracts.
• Build and maintain a strong sales pipeline of short-, medium- and long-term opportunities through active outreach and nurturing relationships with decision-makers.
• Conduct high volume of outreach, including calling, emailing, and running marketing campaigns to generate new leads and opportunities, using Salesforce, Salesloft, and other mediums.
• Prepare for prospect meetings with high degree of organization and attention to detail, and deliver high quality presentations and product demonstrations.
• Take a consultative approach to understanding a prospect’s challenges, priorities and strategic objectives, and deliver tailored solutions.
• Develop a thoughtful strategy and execution plan for every prospect engagement, leading to a well-run sales process and high close rate.
• Run complex, consultant-led Request for Proposal (RFP) processes, ensuring responses are consistent, of the highest professional quality, and submitted on time.
• Maintain relationships with industry consultants and other influencers to create advocates for SS&C in the market and drive referrals.
• Create and distribute continuous thought leadership to address industry trends and challenges, promote SS&C’s expertise and build our reputation.
• Plan and attend industry conferences with proactive outreach to schedule meetings with target prospects and maximize our return on investment.
• Collaborate and communicate effectively with internal team members and executives to strategize, prepare, and execute on new client opportunities.
• Organize PowerPoint slides and talking points for internal presenters, including executives and subject matter experts.
• Build rapport with executive decision makers at the prospect and develop relationships at multiple levels of the organization.
• Work diligently as an individual contributor and collaboratively with the broader sales team to accurately forecast and consistently achieve revenue targets.
• Develop and maintain a deep understanding of SS&C products and services and be able to communicate our unique value proposition to prospective clients.

Sales Executive

Administration

• The Retirement Solutions Group is looking for a dedicated and experienced Retirement Plan Account (Administrator) Manager to join our rapidly growing team.
• The role is to manage and service retirement plan accounts, ensure client satisfaction, and comply with regulatory requirements.
• Build strong rapport with plan sponsors and brokers with complex and sensitive plan issues.
• Requires strong analytical skills, excellent communication abilities, and a deep understanding of retirement plan products and services.
• Duties include responding to plan sponsors’ requests for information, determining feasibility, and submitting requests to individual specialists for action.
• Interface with management and internal support groups to research issues and coordinate responses to plan sponsors.
• This includes conducting trend analysis of issues, response times, and other valuable statistics.
• Develop and recommend improvements to workflows and procedures to increase efficiency and client satisfaction.
• Assist in the collection, review and preparation of client information used for compliance testing and filings.
• Promote customer satisfaction through proactive and effective service delivery and ensure prompt and effective response to all plan sponsor inquiries.

Retirement Plan Acct Administrator - PA2025PLANADMIN-R-005

Accountant

• Review the daily work prepared by their associates including corporate action processing, pricing downloads, security master file setup, and other data
• Proficient with the various software programs which help facilitate the processing and distribution of data
• Assist with various fund accounting systems/software to facilitate maintenance, new release testing, upgrades, service packs, and/or daily, weekly, and monthly downloads
• Resolve complex and escalated issues and become actively involved in fund accounting reports, tasks, and/or projects as needed
• Review daily fund accounting reports for client portfolios, the daily cash forecast reports, and monthly reporting packages (which includes data extraction and transmission to clients)
• Assist with the coordination of fund audits, perform daily pricing reviews for client portfolios, and complete signoffs
• Oversee the daily work and reporting for complex/high maintenance client(s) and may assist other internal teams with specialized client reporting
• Provide training and development to their teams and offer performance evaluations and career development guidance
• Manage client expectations, develop client solutions, and ensure the work performed meets or exceeds contract and service level obligations

Associate Manager, Fund Accountant

• Get To Know The Team: We are currently hiring Fund Accountants for our Denver office. These Fund Accountants are responsible for calculating the net asset value (NAV) of funds by performing daily accounting related functions to ensure fund prices are accurate and delivered to the client by the end of each day. They act as a central point of contact for accounting support functions, and will analyze information received, resolve questions or issues promptly and ensure there are no discrepancies with the calculations under direct supervision.\n• Why You Will Love It Here! Flexibility : Hybrid Work Model & a Business Casual Dress Code, including jeans Your Future: 401k Matching Program, Professional Development Reimbursement Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees Training: Hands-On, Team-Customized, including SS&C University Extra Perks: Discounts on fitness clubs, travel and more!\n• What You Will Get To Do: Calculation of NAV: Complete Net Asset Value calculation ensuring accuracy and timeliness on assigned funds Update and review daily trading, income, general ledger activity, and pricing of funds Review and prepare a variety of fund reports for clients including cash forecasts, yields, distributions, reconciliation and other fund accounting output Ensure timelines are adhered to Complete fund accountant daily checklist in accordance with established procedures Reconciliation: Fund Accountants prepare and reconcile trial balances for assigned funds and prepare reconciliation of fund records to custodians and transfer agents. Compare and confirm account balances and research any discrepancies Other: May be required to review fund evaluation components Involvement in departmental ad-hoc projects Participate in the training and development of other team members as necessary Communication: Resolve review points noted by senior fund accountants and team supervisor and ensure they are kept informed of individual progress Establish and maintain good working relationships with internal clients