SS&C Technologies · 3 months ago
Senior Associate, Implementation (LH-BPO)
West Palm Beach, FL
Full-time
Hybrid
Mid, Senior Level
4+ years expSS&C Technologies is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut. They are seeking a highly motivated Senior Associate to join the Implementation Team, responsible for onboarding new investment managers and strategies across a global investment platform.
Cloud ManagementEnterprise SoftwareFinanceFinancial ServicesHealth CareProfessional ServicesSoftwareSoftware Engineering
Responsibilities
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
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 (IAA’s, 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
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
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
Qualification
Required
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!
Benefits
401k Matching Program
Professional Development Reimbursement
Flexible Personal/Vacation Time Off
Sick Leave
Paid Holidays
Medical
Dental
Vision
Employee Assistance Program
Parental Leave
Discounts on fitness clubs, travel and more!
Company
SS&C Technologies
SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial
10001+ employees
H1B Sponsorship
SS&C Technologies has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (105)
2024 (59)
2023 (74)
2022 (35)
2021 (30)
2020 (21)
Funding
Current Stage
Public CompanyTotal Funding
$750M2024-05-02Post Ipo Debt· $750M
2005-07-27Acquired
1996-05-31IPO
Leadership Team
Anthony Caiafa
Global CTO / CIO
Brian Schell
EVP, Chief Financial Officer
Recent News
Business Wire
2025-12-03
2025-11-25
Company data provided by crunchbase