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: Senior Associate, Alternative Investment Specialist
Locations: Dallas, TX (hybrid) or Jacksonville, FL (hybrid)
About the Role
SS&C Accord is an AI-driven, end-to-end alternative investment service built for wealth managers and advisors—automating the ingestion of complex data such as capital calls, distributions, and PCAPs, and delivering seamlessly integrated data into downstream reporting platforms.
Our team sits at the intersection of cutting-edge technology and deep alternatives expertise, combining intelligent automation with hands-on subject matter specialists to ensure data accuracy and operational excellence for our clients. If you thrive in a fast-paced, collaborative environment where your work directly shapes how advisors and their clients experience alternative investments, this is the team for you.
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
- Help prioritize work, guide complex workflows, and promote a culture of accuracy and continuous improvement
- Build relationships with wealth management clients, serving as a trusted point of contact for ongoing service and issue resolution
- Communicate clearly with clients on discrepancies, timelines, and platform updates, translating complex alternatives data into actionable insights
- Support the end-to-end lifecycle of alternative investment data, including capital call and distribution processing, PCAPs, and data validation for reporting
- Help with team workflows to ensure timely processing of capital calls, distributions, and other time-sensitive events in line with client SLAs
- Contribute to client onboarding, coordinating with internal teams and fund managers to enable smooth setup and integration
- Leverage multiple platforms, including SS&C Accord’s AI-driven tools, to support efficient data aggregation and processing
- Identify potential risks and data quality issues early, partnering with cross-functional teams to support resolution
Required Experience
- Bachelor’s degree in Finance or a related discipline
- 2-3 years of experience in financial services, within wealth management, fund administration, or an alternative investment operations environment
- Working knowledge of fund accounting and a solid understanding of commitment-based vehicles, fund of funds, capital calls, recallable distributions, and PCAPs - candidates who can read and interpret a PCAP or distribution notice will stand out
- Strong Excel proficiency including Pivot Tables, SUMIF, and VLOOKUP; comfort working with large data sets and an ability to spot anomalies quickly
What Sets You Apart
- Proven ability to manage competing priorities and meet tight deadlines in a fast-paced, hybrid environment - you take initiative, stay organized, and don’t wait to be told what needs attention next
- Strong interpersonal and client-facing communication skills - you can explain complex alternative investment data clearly and confidently to advisors, operations teams, and internal stakeholders
- Collaborative team player who builds strong working relationships across operations, technology, and client service teams, and is comfortable contributing across departments and seniority levels
- Comfortable picking up new technology quickly; prior experience with Black Diamond, Salesforce, or alternative investment data aggregation tools is a plus
Join SS&C, where innovation meets global opportunities. Click here to apply.
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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
- Bachelor's degree in Finance or related discipline
- 2-3 years experience in financial services, wealth management, fund administration, or alternative investment operations
- Working knowledge of fund accounting and commitment-based vehicles, fund of funds, capital calls, recallable distributions, and PCAPs; ability to read and interpret PCAPs or distribution notices
- Strong Excel proficiency including Pivot Tables, SUMIF, and VLOOKUP; comfortable with large datasets and spotting anomalies
- Strong interpersonal and client-facing communication skills
- Experience with Black Diamond, Salesforce, or alternative investment data aggregation tools
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.
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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.
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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.
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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
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.
