Manager Private Markets Implementations and Consulting

3 - 7 years

0 Lacs

Posted:23 hours ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Role Overview: As a Manager of Private Markets Implementations and Consulting at SS&C Technologies Holdings, Inc., you will be responsible for overseeing the onboarding of private equity clients, managing system configuration, data migration, and client-specific requirement fulfillment. Working closely with internal stakeholders, you will ensure efficient and accurate implementations that align with operational and technology best practices. This hands-on role is ideal for individuals with experience in private markets fund structures and accounting platforms, who thrive in a dynamic, client-focused environment. Key Responsibilities: - Lead and support the onboarding of new private equity clients, including scoping, planning, and execution. - Gather requirements from clients and internal stakeholders, translating them into technical and operational deliverables. - Manage the setup of fund and investor structures, management fee and waterfall models, capital activity workflows, and reporting outputs. - Configure SS&C's Private Markets fund administration platform to meet client-specific requirements and operational models. - Tailor system settings to support accounting, investor relations, reporting, and treasury workflows. - Coordinate the migration of historical data from legacy systems, performing data mapping, transformation, and validation activities with accuracy. - Reconcile migrated data with client source systems and proactively resolve discrepancies. - Help manage implementation timelines, deliverables, and stakeholder communications. - Document business requirements, system specifications, and process flows for future reference and audit. - Contribute to the continuous improvement of the implementation methodology and onboarding tools. - Assist in gathering and documenting client-specific business and operational requirements. - Analyze client workflows and deliver tailored solutions within the fund administration systems. - Respond to client inquiries regarding system use, data issues, and configuration adjustments. - Contribute to tactical projects such as system upgrades, process automation, and platform migrations. - Support strategic initiatives like software enhancements, new product creation and deployment, and system integrations. - Collaborate with cross-functional teams on initiatives that enhance service delivery, scalability, or efficiency. Qualifications: - Bachelor's degree in Business, preferably Accounting or Finance. - Relevant work experience within the related field. - Experience in Alternative Investments (e.g., Institutional Investor, Administrator, or Fund). - Proficiency in Microsoft Office suite, particularly strong with Excel tools. - Experience in managing a team through initiatives/projects is desired. - Strong written and oral communication skills. - Attention to detail and proven ability to multitask. - CPA, CFA, or candidate is a plus. - Private Equity experience is preferred. - FIS Investran or other PE platform experience is preferred.,

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SS&C Technologies logo
SS&C Technologies

Financial Services

Windsor

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