Manager, Private Markets Implementations and Consulting jobs in United States
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SS&C Technologies · 5 days ago

Manager, Private Markets Implementations and Consulting

SS&C Technologies is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut. In this mid-level role, you will manage the onboarding of private equity clients, ensuring efficient implementations that meet operational and technology best practices.

Cloud ManagementEnterprise SoftwareFinanceFinancial ServicesHealth CareProfessional ServicesSoftwareSoftware Engineering
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H1B Sponsor Likelynote

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.)
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
Help manage implementation timelines, deliverables, and stakeholder communications
Document business requirements, system specifications, and process flows for future reference and audit
Contribute to continuous improvement of the implementation methodology and onboarding tools
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
Work with senior team members to ensure client expectations are met throughout onboarding and operational phases
Contribute to tactical projects such system upgrades, process automation, and platform migrations
Assist with strategic initiatives like software enhancements, new product creation and deployment and system integrations
Support business case development, data analysis, and project documentation efforts
Collaborate with cross-functional teams on initiatives that enhance service delivery, scalability, or efficiency

Qualification

Private Markets ExperienceData MigrationSystem ConfigurationMicrosoft ExcelProject ManagementCPACFAFIS InvestranCommunication SkillsAttention to DetailTeam Management

Required

Bachelor's degree in Business, preferably Accounting or Finance
6-10 years practical work experience within related field
Alternative Investments experience (ie. Institutional Investor, Administrator, or Fund)
Proficiency in Microsoft office suite (strong w/Excel tools)
Experienced 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

Preferred

Master's degree being a plus
Private Equity experience preferred
FIS Investran/Other PE platform experience preferred

Benefits

Health
Dental
401k plan
Tuition and professional development reimbursement plan

Company

SS&C Technologies

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SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial It is a sub-organization of SS&C Black Diamond Wealth Solutions.

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 Company
Total Funding
$750M
2024-05-02Post Ipo Debt· $750M
2005-07-27Acquired
1996-05-31IPO

Leadership Team

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Anthony Caiafa
Global CTO / CIO
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Brian Schell
EVP, Chief Financial Officer
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Company data provided by crunchbase