Senior Associate, Alternative Investment Specialist

1 Month ago • 1-5 Years

Job Summary

Job Description

The Senior Associate, Alternative Investment Specialist role involves reviewing and processing complex alternative investments, leading projects, and developing solutions. Key responsibilities include client interaction, proactive communication, monitoring and reporting alternative investment data, project involvement, and problem identification. The candidate will need to work with various systems across the SS&C landscape. This role requires a high degree of judgment, resourcefulness, and self-initiative. Demonstrates specialized expertise to evaluate wide-ranging and complex issues and develop creative solutions.
Must have:
  • Bachelor’s degree in Finance, Accounting, Economics or related discipline
  • Experience/knowledge in alternative investments, focus on private equity and hedge funds
  • Highly motivated, self-starter with ability to meet deadlines
  • Strong interpersonal and communication skills
  • Strong Excel knowledge (Pivot Table, Sumif, V-lookup)
  • Analytical and quantitative skills to interpret complex investment data
  • Tech savvy, ability to quickly learn new technology
  • Team player mentality with ability to partner with various departments
  • 1-3 years working experience in financial services
Perks:
  • Hybrid Work Model & Business Casual Dress Code
  • 401k Matching Program, Professional Development Reimbursement
  • Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
  • Medical, Dental, Vision, Employee Assistance Program, Parental Leave
  • Committed to Welcoming, Celebrating and Thriving on Diversity
  • Hands-On, Team-Customized Training, including SS&C University
  • Discounts on fitness clubs, travel and more!

Job Details

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Senior Associate, Alternative Investment Specialist

Why You Will Love It Here!  

  • Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans 
  • 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  
  • Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity 
  • 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 interaction
  • Communicate with clients in a proactive & professional manner
  • Monitoring, retrieving, processing, reporting alternative investment data
  • Project involvement for onboarding of new clients
  • Working with various systems across the SS&C landscape 
  • Identify potential problems

What You Will Bring: 

  • Responsible for the review and processing of complex alternative investments.  Career level professional leading small, moderately complex projects or working on complex tasks that require a high degree of judgement, resourcefulness, and self-initiative. Demonstrates specialized expertise to evaluate wide-ranging and complex issues and develop creative solutions. Recommends new procedures. Minimally requires a Master's degree and 1 years of related experience, Bachelor's degree and 3 years of related experience, or high school degree and 5 years of related experience.

  • Bachelor’s degree in Finance, Accounting, Economics or related discipline 
  • Experience/knowledge in alternative investments, with a focus on private equity and hedge funds
  • The ideal candidate should be highly motivated; a self-starter who can meet deadlines
  • Strong interpersonal and communication skills
  • Strong Excel knowledge (Pivot Table, Sumif, V-lookup) 
  • Analytical and quantitative skills with ability to interpret complex alternative investment data 
  • Tech savvy, ability to quickly learn new technology
  • Team player mentality with ability to partner with various departments and levels
  • 1-3 years working experience in financial services

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.

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About The Company

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

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