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Financial Services Specialist
3 weeks ago
SS&C is seeking a skilled Financial Services Specialist to join its Private Markets Product team. This role involves managing and contributing to end-to-end onboarding of private equity clients, including system configuration, data migration, and client-specific requirement fulfillment.
Main Responsibilities:- Lead and support the onboarding of new private equity clients, including initial scoping, planning, and execution.
- Work directly with clients and internal stakeholders to gather requirements and translate them into technical and operational deliverables.
- Manage 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 align with client-specific requirements and operational models.
Tailor system settings to support accounting, investor relations, reporting, and treasury workflows.
Test and validate system configurations to ensure accurate output across modules (capital calls, distributions, NAVs, etc.).
Data Migration & Reconciliation:Coordinate the migration of historical data (fund, investor, transaction, financial) from legacy systems.
Perform data mapping, transformation, and validation activities with a high degree of accuracy.
Reconcile migrated data with client source systems and resolve discrepancies proactively.
Secondary Responsibilities:- Client Consulting & Support:
- Assist in gathering and documenting client-specific business and operational requirements.
- Help analyze client workflows and support the delivery of tailored solutions within the fund administration systems.
- Respond to client inquiries regarding system use, data issues, and configuration adjustments.
- Bachelor's degree in Business, preferably Accounting or Finance.
- Relevant work experience within related field.
- Alternative Investments experience (Institutional Investor, Administrator, or Fund).
- Proficiency in Microsoft office suite (strong with Excel tools).
- Experience managing a team of people through initiatives / projects is desired.
- Strong written and oral communication skills.
- Attention to detail and proven ability to multi-task.
- CPA, CFA or candidate is a plus.
- Private Equity experience preferred.
- FIS Investran/Other PE platform experience preferred.
