Consultant, SS&C Genesis / Advent Investment Suite

Reposted 2 Days Ago
Be an Early Applicant
2 Locations
Remote
145K-160K Annually
Mid level
Fintech • Software
The Role
The consultant will conduct implementations of SS&C Genesis and Advent Investment Suite, analyze client needs, configure products, and train users, ensuring client satisfaction and effective project delivery.
Summary Generated by Built In

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

Job Title: Consultant, SS&C Genesis / Advent Investment Suite 

 Locations:   Jacksonville, FL, Fort Worth, TX | Hybrid 

 

About the Role 

SS&C Advent delivers financial technology solutions and services to financial services clients in the asset management, wealth management, and alternative investment space around the globe.    

The Consultant will support SS&C Advent's Geneva enterprise portfolio accounting application. Blending financial industry knowledge with technology skills while implementing and upgrading Geneva. This role will gain exposure to multiple client environments. Upgrades provide a unique opportunity to learn the latest and greatest features bundled with Geneva releases. 

 

Why Join SS&C  

SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence. 

 

You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments. 

 

How You Will Make an Impact   

  • Conduct client site and remote implementations of SS&C Genesis and Advent Investment Suite products, including workflow review, setup and hands-on functional and technical training. 
  • Analyze business and technical requirements to anticipate and address client needs.  
  • Configure and automate products to optimize client workflows. 
  • Occasional travel to clients. Travel is estimated at 5-10%.  
  • Manage time to maximize agenda and delivery of critical components. 
  • Execute on planned implementation tasks to maximize client satisfaction. 
  • Communicate project status to client and SS&C project managers. 
  • Specify and/or develop and test custom reports. 
  • Build conversion and system integration mapping tools. 
  • Assist clients in the reconciliation process. 

 

Required Experience  

  • Working knowledge of SS&C Genesis and/or Advent Investment Suite or expertise with similar portfolio accounting applications is required. 
  • 4+ years client experience in the financial services industry is required. 
  • Solid working knowledge of hedge and private equity fund accounting at portfolio and fund levels. 
  • Ability to effectively and efficiently manage time to maximize productivity. 
  • Ability to learn quickly and independently by gathering information from a variety of sources to acquire the knowledge needed to complete assigned tasks. 
  • Strong written and verbal communication skills. The ability to present information to both technical and nontechnical individuals.  
  • Ability to gain credibility quickly while engaging clients. 
  • Ability to be self-directed and work independently. 
  • Demonstrated technical aptitude. 
  • Bachelor’s degree is highly preferred. 

 

What Sets You Apart (preferred qualifications) 

  • Familiarity with general ledgers  
  • Database experience and ability to develop integration solutions 

 

Join SS&C, where innovation meets global opportunities. Click here to apply.  

#LI-MG2 

#CA-MG 

 

 

 



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 offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.



 


Applications will be accepted on an ongoing basis until the position is filled.



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.

Skills Required

  • 4+ years client experience in the financial services industry
  • Solid working knowledge of hedge and private equity fund accounting
  • Familiarity with general ledger
  • Working knowledge of SS&C Genesis or Advent Investment Suite
  • Bachelor's degree

SS&C Technologies Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SS&C Technologies and has not been reviewed or approved by SS&C Technologies.

  • Leave & Time Off Breadth Leave policies are described as generous, including flexible or unlimited vacation and broadly positive views of PTO as a meaningful part of the overall package.
  • Retirement Support Retirement benefits are positioned as a notable strength, with repeated references to a 401(k) plan with company matching as a valued component of rewards.
  • Equity Value & Accessibility Equity and stock-related incentives are highlighted as a bright spot, with stock incentives described as excellent in some roles and contributing positively to perceived total rewards.

SS&C Technologies Insights

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The Company
HQ: Windsor, CT
22,000 Employees
Year Founded: 1986

What We Do

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 22,000+ employees in over 150 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

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