Senior Associate, Private Markets
About The Position
Join our Data Services team to help financial services clients transform complex data into meaningful insights through customized dashboards, reporting solutions, and data services. You’ll own client-facing projects, solve data and reporting challenges, and collaborate across teams while helping shape new solutions in a fast-paced, growth-oriented environment. 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.
Requirements
- Bachelor’s degree in either Data Science, Finance, or a related discipline
- 3–5+ years’ experience in a financial services or related role
- Deadline-oriented with ability to complete assigned tasks independently
- Strong attention to detail and ability to multi-task
- Excellent client service skills
- Desire to work in a fast-paced environment
- Ability to multi-task and prioritize responsibilities to ensure timely and accurate production of client deliverables
- Excellent interpersonal and communication skills
- Proficiency in Microsoft Office suite, with an emphasis on Excel skills
- Ability to be a team player
Nice To Haves
- Experience in the Real Estate and Private Markets sector is a plus
- CPA/CFA is a plus
Responsibilities
- Assisting with onboarding and converting new clients into the Data Services model
- Setting up new data structures across a group of dispersed data sets, sources and formats
- Managing the data collection process, providing ongoing status reports, externally to clients and internally to management
- Working with clients to create a set of customized dashboard views and reporting templates
- Establishing new data structures and modifying reporting templates, as needed
- Researching and responding to routine, ad-hoc client requests
- Supporting management with the development, implementation, and roll out of new Data Services products
- Providing training, oversight, and mentorship to Associates
- Supporting corporate goals and business/departmental initiatives
Benefits
- medical
- dental
- vision coverage
- 401(k) plan with company match
- paid time off
- holidays
- parental leave
- professional development reimbursement opportunity
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
