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Provide middle- and back-office operational support for hedge fund clients across multiple products, including reconciliations, trade support, wire and cash processing, exception research, client and counterparty liaison, report generation, payment confirmation, reviewing team work, and training staff.

The Senior Account Executive is responsible for building relationships with clients in alternative investments, managing sales efforts, and meeting performance targets while collaborating with the sales team and management.

Lead tax strategy and technical oversight for Asset Services, ensuring compliance with Australian and international tax obligations. Partner with Product, Operations, Technology, Risk, Compliance and Client teams to implement regulatory changes, drive tax process automation, maintain governance and investor tax reporting (AMIT/AMMA), support client escalations, and improve tax operating models and controls.

Maintain and enhance the Salesforce platform by building automation (Flows, validation rules), supporting CPQ, troubleshooting user issues, participating in requirements gathering, UAT, deployments, and documenting configurations while leveraging AI/agentic tools to improve processes.

Drive new business for SS&C Intralinks by managing the full sales cycle for alternative investments SaaS. Prospect, qualify, demo/prove value, maintain pipeline in Salesforce, and meet/exceed quotas while building long-term customer relationships.

Manage private equity and fund-of-funds accounting relationships, oversee fund accounting deliverables (capital activity, waterfalls, financial statements), lead and develop junior staff, review fund documents and transaction activity, support audits and tax reporting, and ensure timely, high-quality client delivery.

Lead collateral management and middle-office operations, providing subject-matter expertise on UMR, AANA, ISDA SIMM and AcadiaSoft. Manage reconciliations, trade support, margin (IM/VM), dispute resolution, controls, and custody/prime broker relationships. Drive business analysis, requirements gathering, technology enhancements, automation, and operational efficiency across priority collateral platforms.

Drive sales of SS&C Intralinks to investment banking clients focused on M&A. Prospect and build relationships, execute solution selling, manage contracts, develop account plans, maintain pipeline and forecasts, collaborate cross-functionally, and meet KPIs and quota.

Prepare and review fund accounting deliverables for private equity and hedge fund clients, including general ledgers, NAV calculations, reconciliations, capital calls/distributions, fees, and financial statements. Support audits, client interactions, new fund launches, onboarding, and accounting projects while ensuring accuracy and timely delivery.

Manage a team delivering accurate, timely data reporting for Transfer Agency clients. Build advanced Excel data models (Power Pivot, DAX, Power Query), automate reporting, develop dashboards and KPIs, ensure data quality and governance, and support process improvement and stakeholder reporting needs.