Senior Associate, Implementation (LH-BPO)

As a leading financial services and healthcare technology company based on revenue SS&C is headquartered in Windsor Connecticut and has 27000 employees in 35 countries. Some 20000 financial services and healthcare organizations from the worlds largest companies to small and mid-market firms rely on SS&C for expertise scale and technology.

Job Description

Senior Associate Implementation

Locations: Palm Beach Gardens FL NYC Chicago Hybrid

SS&C through our partnership with Lighthouse Investment Partners LLC is seeking a highly motivated Senior Associate to join the Implementation Team supporting an over $16B AUM asset management client. The Implementation Team is responsible for onboarding new investment managers and strategies across a global investment platform. The position will support senior members of the Implementation Team with a secondary reporting line to the Co-heads of Platform Services and the Group COO. The role offers direct exposure to clients investment managers and counterparties and requires close collaboration with internal teams including Legal Operations Technology Risk and Portfolio Finance. The Senior Associate will play a key role in managing the end-to-end onboarding and transition process ensuring managers are successfully launched and integrated within a complex global investment platform.

Why You Will Love It Here!

• 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!

What You Will Get To Do:

-Client and Manager Engagement

• Support senior team members in managing client and manager relationships during onboarding and transition events.
• Prepare materials trackers and status updates for meetings with managers counterparties and internal stakeholders.
• Join client calls alongside senior leadership capturing notes tracking items and ensuring follow-ups are completed.

-Program and Project Management

• Support Implementation Team in building onboarding project plans trackers and client deliverables to efficiently manage and track new manager and strategy onboarding.
• Track deliverables across various internal functional groups including Legal (IAAs PSAs KYC) Operations (account set-up operations integration downstream production) Counterparties (PB/ISDA/FCM/Custody) Risk (Guideline Construction and Implementation) and Portfolio Finance (Margin/Financing/Collateral Management)
• Escalate issues/blockers track dependencies and coordinate sequencing to keep launches on schedule.
• Cross Functional Organization
• Work in partnership with internal teams and stakeholders to deliver projects and launch managers on a timely basis.
• Liaise with Operations and Technology teams on static data trade file specs reconciliations and UAT readiness.
• Coordinate with Portfolio Finance and Risk to ensure guidelines counterparty selection and margin set-ups are delivered on time.

-Pipeline and Reporting

• Maintain the internal proprietary pipeline tool as the single source of truth for all onboarding and transition projects.
• Produce weekly internal pipeline reports for leadership and client-facing pipeline updates.
• Track and report key performance indicators and various qualitative factors and trends to support continuous knowledge gathering and continuous improvement.
• Contribute to the ongoing development of standardized templates playbooks and checklists.

What You Will Bring:

• BA/BS in business finance management organizational behavior or related discipline
• 4-6 years of experience in onboarding/transition management hedge fund due diligence and project management.
• Project Management skills (or credential) with ability to coordinate across multiple verticals and manage complex timelines.
• Familiarity with various hedge fund structures and multi-asset class products (equities fixed income OTC derivatives swaps futures FX).
• Experience coordinating across counterparties fund administrators risk/treasure/operations/ODD
• Excellent written and verbal communication skills with clients and internal stakeholders
• Strong Excel/PowerPoint/Project Management skills with ability to build deploy and manage trackers dashboards and reports.
• A contagious team-first attitude with curiosity to learn grow and solve problems collaboratively egos at the door!

Thank you for your interest in SS&C! If applicable to further explore this opportunity please apply directly with us through our Careers page on our corporate website @ #LI-Hybrid

Unless explicitly requested or approached by SS&C Technologies Inc. or any of its affiliated companies the company will not accept unsolicited resumes from headhunters recruitment agencies or fee-based recruitment services.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race color religious creed gender age marital status sexual orientation national origin disability veteran status or any other classification protected by applicable discrimination laws.