Senior Associate, Implementation (LH-BPO)

SS&C•Chicago, FL

5d•Hybrid

About The Position

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, Implementation Locations: Palm Beach Gardens, FL | NYC | Chicago |Hybrid SS&C, through our partnership with Lighthouse Investment Partners, LLC is seeking a highly motivated Senior Associate to join the Implementation Team supporting an over $16B AUM asset management client. The Implementation Team is responsible for onboarding new investment managers and strategies across a global investment platform. The position will support senior members of the Implementation Team, with a secondary reporting line to the Co-heads of Platform Services and the Group COO. The role offers direct exposure to clients, investment managers, and counterparties, and requires close collaboration with internal teams including Legal, Operations, Technology, Risk and Portfolio Finance. The Senior Associate will play a key role in managing the end-to-end onboarding and transition process, ensuring managers are successfully launched and integrated within a complex, global investment platform.

Requirements

BA/BS in business, finance, management, organizational behavior or related discipline
4-6 years of experience in onboarding/transition management, hedge fund due diligence and project management.
Project Management skills (or credential) with ability to coordinate across multiple verticals and manage complex timelines.
Familiarity with various hedge fund structures and multi-asset class products (equities, fixed income, OTC derivatives, swaps, futures, FX).
Experience coordinating across counterparties, fund administrators, risk/treasure/operations/ODD
Excellent written and verbal communication skills with clients and internal stakeholders
Strong Excel/PowerPoint/Project Management skills with ability to build, deploy and manage trackers, dashboards and reports.
A contagious team-first attitude, with curiosity to learn, grow and solve problems collaboratively, egos at the door!

Responsibilities

Client and Manager Engagement Support senior team members in managing client and manager relationships during onboarding and transition events.
Prepare materials, trackers, and status updates for meetings with managers, counterparties, and internal stakeholders.
Join client calls alongside senior leadership, capturing notes, tracking items, and ensuring follow-ups are completed.
Program and Project Management Support Implementation Team in building onboarding project plans, trackers and client deliverables to efficiently manage and track new manager and strategy onboarding.
Track deliverables across various internal functional groups including Legal (IAA’s, PSAs, KYC), Operations (account set-up, operations, integration, downstream production), Counterparties (PB/ISDA/FCM/Custody), Risk (Guideline Construction and Implementation) and Portfolio Finance (Margin/Financing/Collateral Management)
Escalate issues/blockers, track dependencies, and coordinate sequencing to keep launches on schedule.
Cross Functional Organization Work in partnership with internal teams and stakeholders to deliver projects and launch managers on a timely basis.
Liaise with Operations and Technology teams on static data, trade file specs, reconciliations and UAT readiness.
Coordinate with Portfolio Finance and Risk to ensure guidelines, counterparty selection and margin set-ups are delivered on time.
Pipeline and Reporting Maintain the internal proprietary pipeline tool as the single source of truth for all onboarding and transition projects.
Produce weekly internal pipeline reports for leadership and client-facing pipeline updates.
Track and report key performance indicators and various qualitative factors and trends to support continuous knowledge gathering and continuous improvement.
Contribute to the ongoing development of standardized templates, playbooks and checklists.