Investment Management Consultant
2 months ago
SS&C Technologies Holdings
SS&C Technologies Holdings is a prominent entity in the investment management sector, delivering top-tier software and services globally. With a diverse clientele exceeding 4,000 across more than 50 nations, we cater to asset managers, banks, family offices, and other financial institutions. Our innovative solutions enhance efficiency in portfolio management, trading, compliance, and performance analytics.
Position Summary
We are in search of a skilled and client-focused individual to fill the role of Consultant at SS&C Technologies Holdings.
In this capacity, you will assist clients across Europe, the Middle East, Africa, and Asia Pacific in refining their business operations by implementing and advising on technological solutions that promote efficiency and mitigate operational risks.
As a Consultant, your responsibilities will include collaborating closely with clients to deploy and sustain our technology solutions within their operational frameworks. Key activities will involve analyzing workflows, defining business requirements, configuring systems, converting data, specifying custom deliverables, conducting system tests, training users, and maintaining client communications. You will also provide insights on potential improvements to clients' technological frameworks and processes. This role is particularly suited for candidates who are adaptable to travel and enjoy engaging with diverse cultures and business practices worldwide.
This position offers a unique chance to merge financial industry expertise with technological acumen in a dynamic, international setting. You will have the opportunity to learn from leading financial institutions and our experienced team, enhancing your skills and expanding your professional network within the fintech industry.
Key Responsibilities
- Provide high-quality business and technical consulting services as part of implementation initiatives.
- Act as the dedicated Implementation Consultant, managing specific deliverables or overseeing entire project deliveries based on engagement complexity.
- Engage with clients to comprehend their business needs and requirements, designing and implementing enhanced workflows utilizing the SS&C Technologies Holdings technology suite.
- Deliver tailored user training on SS&C Technologies Holdings systems and associated business processes.
- Assess the technology and integration landscape of clients, offering evaluations and recommendations for enhancements.
- Configure SS&C Technologies Holdings systems in accordance with agreed specifications and client needs, adhering to industry best practices.
- Communicate effectively with clients, ensuring clear expectations are established throughout the project lifecycle.
- Participate in strategic and service review meetings with clients as necessary.
- Ensure all services are delivered to the highest standards, fostering client satisfaction.
- Establish and maintain strong working relationships with clients, addressing any service-related issues.
- Collaborate with internal teams and stakeholders across regions to continuously enhance client service and support.
- Work alongside our technology team and other service groups on projects to develop or modify solutions that meet client needs.
Qualifications & Skills
- Strong understanding of the investment management sector.
- Relevant professional experience in consulting, asset management, or financial software.
- Proficient IT/technical skills (MS Windows, MS SQL, MS IIS, integration tools, reporting tools, scheduling, networks, and databases).
- Comprehensive knowledge of financial instruments (stocks, bonds, funds, derivatives, private equity).
- Postgraduate degree preferred.
- Familiarity with SS&C Technologies Holdings systems is advantageous but not mandatory.
- Client-oriented, team-focused, and solution-driven mindset.
- Excellent problem-solving and troubleshooting abilities.
- Self-motivated individual with a strong desire for knowledge and continuous learning.
- Effective research skills.
- Strong organizational capabilities with the ability to prioritize effectively.
- Meticulous attention to detail.
- Exceptional verbal and written communication skills.
- Able to work independently as well as collaboratively in a team setting.
- Willingness to travel as required.
- Flexible working hours based on client engagements.
Company Culture
At SS&C Technologies Holdings, we offer a fulfilling career where individuals can excel at every level. Our unique culture is built on the dedication of our employees to our clients' success. We value innovation and professionalism, supporting personal growth through competitive compensation, comprehensive training, and programs that promote a healthy work-life balance. Our culture thrives on teamwork and diversity, and we encourage you to bring your unique perspective and talents to SS&C Technologies Holdings.
Diversity and Inclusion Statement
We welcome applications from individuals of all backgrounds and particularly encourage applications from under-represented groups to enrich our perspectives and discussions. We are committed to building a diverse workforce in the broadest sense.
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