Professional Services Specialist: Alternative Investments

4 days ago

Waltham, Massachusetts, United States SS&C Technologies Full time

SS&C Technologies is a global leader in investment and financial services, providing software and solutions for the financial services and healthcare industries. As a Professional Services Specialist: Alternative Investments, you will be part of a growing team that enables customers to use the latest Intralinks products and services. Your role will involve working closely with customers to understand their requirements, scoping and delivering managed services, and ensuring compliance with regulatory requirements.

About the Role
  • Work with customers to identify, define, and scope key requirements
  • Conduct deep dive analysis of current processes and design optimized managed service options
  • Strategize and plan the end-to-end journey from current state to 'live' managed service
  • Identify and communicate potential risks/issues to the transition to the managed service
Key Responsibilities
  • Work with customer subject matter experts to identify, define, and scope key requirements
  • Conduct deep dive analysis of current processes and design optimized managed service options
  • Strategize and plan the end-to-end journey from current state to 'live' managed service
  • Identify and communicate potential risks/issues to the transition to the managed service
  • Work with the customer to map and understand data posting requirements to Intralinks INView
  • Analyze, cleanse, and prepare data where necessary prior to posting to Intralinks InView
  • Oversee and undertake the posting of sensitive customer data which may require unexpected adjustments to the process and schedule
  • Provide regular status updates to customers and Intralinks Alternative Investments Services team
  • Oversee the quality control process to ensure data is accurately and compliantly accessed and posted
  • Work with the customer to ensure 'four eyes' sign off before undertaking the managed service
  • Report any issues encountered to Intralinks support
  • Conduct regular meetings with Intralinks Product Management to prioritize and resolve issues that are critical to the success of the managed service process
  • Develop best practices, processes, and standards to continuously improve the Intralinks managed service process
  • Work with internal stakeholders to identify and implement enhanced automation & AI to streamline the end-to-end journey
  • Ensure compliance with regulatory requirements and guidelines for the managed service
Requirements
  • Bachelor's degree in information management systems, computer science, or related field, or 3 years of related work experience
  • Excellent track record of building strong client relationships and working closely with customers
  • Relevant experience in either software implementation or data migration
  • Exceptional attention to detail in data
  • Strong data skills - analysis, transformation, validation & problem-solving skills
  • Ability to maintain data integrity and evaluate logical cohesion during complex data transformations
  • Strong Excel skills (XLookups, Pivots, Data Sources, Queries)
  • Working knowledge of Python scripting - setting up environments, modifying, and testing code
  • Familiarity with operation of SQL databases and query structure
  • Experience working with clients as a technical resource and communicating difficult concepts
  • Experience working with clients to keep projects focused, on track, and on time
  • Experience in requirements gathering, pre-sales, and the delivery of professional services
About SS&C Technologies

SS&C Technologies is a global provider of investment and financial services, providing software and solutions for the financial services and healthcare industries. We are committed to delivering exceptional customer service and supporting our customers in achieving their goals.

We offer a range of benefits, including health, dental, 401k plan, tuition and professional development reimbursement plan. We are an Equal Employment Opportunity employer and do 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.

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