Professional Services Consultant - Operations

Summary

SS&C Technologies provides AI-powered technology and services for financial services and healthcare organizations. The Professional Services Consultant will deliver middle- and back-office operational and onboarding services, oversee daily processes, optimize platforms, and support client-facing projects and integrations across the asset management and hedge fund ecosystem.

Responsibilities

• Execute operational processes and procedures
• Onboard new functionality, asset classes, and managers and more
• Knowledge of performance measurement principles, including performance, return calculations, and attribution
• Provide operational consulting and execution support on projects such as client onboarding, fund launches, counterparty setup, asset class expansion, reporting initiatives, and platform integrations
• Conduct operational reviews to assess client environments, ensuring optimal configuration, adoption of new functionality, and implementation of scalable, efficient workflows
• Advise on and support integrations across front, middle, and back-office systems, third‑party vendors, data warehouses, and reporting platforms
• Document business process and technical requirements, workflow designs, and maintain an up‑to‑date library of operational artifacts

Skills

• A strong background in financial technology, investment operations, or a related discipline
• A strong understanding of the asset management / hedge fund ecosystem
• Knowledge of performance measurement principles, including performance, return calculations, and attribution
• 3–10 years of experience in a financial services, Hedge Fund, or financial technology environment within middle‑ or back‑office operations
• Strong understanding of instrument valuation across asset classes including equities, options, futures, fixed income, credit, and FX
• Knowledge of trade lifecycle, including pre-trade compliance, order generation, execution, confirmation, settlement, reconciliation, and reporting
• Familiarity with buy‑side PMS/IBOR/ABOR systems, preferably SS&C products (Advent Geneva, Eze OMS, Eze EMS/Realtick)
• Ability to communicate technical and operational concepts clearly to stakeholders with varying levels of technical background
• Strong analytical, verbal, and written communication skills
• High level of professionalism, attention to detail, and commitment to operational excellence

Qualifications

Must Haves

• a strong background in financial technology, investment operations, or a related discipline
• a strong understanding of the asset management / hedge fund ecosystem
• Knowledge of performance measurement principles, including performance, return calculations, and attribution
• 3–10 years of experience in a financial services, Hedge Fund, or financial technology environment within middle‑ or back‑office operations
• Strong understanding of instrument valuation across asset classes including equities, options, futures, fixed income, credit, and FX
• Knowledge of trade lifecycle, including pre-trade compliance, order generation, execution, confirmation, settlement, reconciliation, and reporting
• Familiarity with buy‑side PMS/IBOR/ABOR systems, preferably SS&C products (Advent Geneva, Eze OMS, Eze EMS/Realtick)
• Ability to communicate technical and operational concepts clearly to stakeholders with varying levels of technical background
• Strong analytical, verbal, and written communication skills
• High level of professionalism, attention to detail, and commitment to operational excellence

Benefits

• 100% Remote
• Medical, dental, and vision coverage
• A 401(k) plan with company match
• Paid time off, holidays, and parental leave
• Professional development reimbursement opportunity
• Employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company’s discretion.