Senior Associate, Private Markets

SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 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

Job Title: Senior Associate, Private Markets 

Locations: Atlanta, GA (hybrid) or Boston, MA (hybrid)

About The Role

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.

Why Join SS&C

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.

How You Will Make An Impact

• 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

Required Experience

• 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

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

Applications will be accepted on an ongoing basis until the position is filled.

SS&C Technologies is an Equal Employment Opportunity employer and does 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.