Manager, Alternative Investment Specialist

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

Job Title: Manager, Alternative Investment Specialist

Locations: Jacksonville, FL or Dallas, TX

About the Role

SS&C Accord is an AI-driven, end-to-end alternative investment service built for wealth managers and advisors-automating the ingestion of complex data such as capital calls, distributions, and PCAPs, and delivering seamlessly integrated data into downstream reporting platforms.

Our team sits at the intersection of cutting-edge technology and deep alternatives expertise, combining intelligent automation with hands-on subject matter specialists to ensure data accuracy and operational excellence for our clients. If you thrive in a fast-paced, collaborative environment where your work directly shapes how advisors and their clients experience alternative investments, this is the team for you.

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

• Lead and develop a team of alternative investment specialists - setting daily priorities, mentoring staff on complex alternatives workflows, and fostering a culture of accuracy and continuous improvement

• Serve as a primary point of contact for a wealth management & Family Office clients, owning the full relationship from onboarding through ongoing service delivery and issue resolution

• Communicate proactively and professionally with clients on data discrepancies, processing timelines, and new capabilities - turning complex alternatives data into clear, actionable insights for advisors and their teams

• Oversee the end-to-end lifecycle of alternative investment data, including retrieval of capital call and distribution notices; processing PCAPs and reviewing output for accuracy before it flows into client reporting

• Manage and prioritize team workload queues to ensure timely processing of time-sensitive events such as capital calls and fund distributions, balancing capacity across team members to meet client SLAs

• Take full ownership of new client onboarding projects-coordinating across internal teams and external fund managers to set up interested party configurations, integrations with reporting platforms, and ensure a smooth go-live experience

• Investigate and reconcile discrepancies between alternative investment data sources and internal systems - digging into capital call calculations, IRR figures, PCAP data, and distribution notices to identify root causes and drive resolution

• Proactively identify operational risks and data quality issues before they impact clients, and lead root-cause troubleshooting efforts in partnership with technology, operations, and client service teams

Required Experience

• Bachelor's degree in Finance, Accounting, Economics, or a related discipline; Master's degree is a plus

• 2+ years of experience supervising and developing a team of 2 or more staff; candidates who have coached or mentored junior analysts through complex alternatives workflows are encouraged to apply

• 5-7 years of experience in financial services, within wealth management, fund administration, or an alternative investment operations environment

• Hands-on experience and a solid understanding of commitment-based vehicles, fund of funds, capital calls, recallable distributions, and PCAPs - candidates who can read and interpret a PCAP or capital activity notices will stand out

• Proven ability to manage competing priorities and meet tight deadlines in a fast-paced, hybrid environment - you don't wait to be told what to do next; you anticipate it

• Exceptional interpersonal and client-facing communication skills - you can translate complex alternative investment data into clear, confident explanations for advisors and operational home office teams

• Collaborative team player who builds strong relationships across operations, technology, and client service teams, and is comfortable influencing without direct authority

• Strong Excel proficiency including Pivot Tables, SUMIF, and VLOOKUP; experience working with large data sets and an aptitude for identifying anomalies quickly

What Sets You Apart (preferred qualifications)

• Comfortable with technology and able to quickly learn new platforms; prior experience with Black Diamond, Salesforce, or alternative investment data aggregation tools is a plus

Join SS&C, where innovation meets global opportunities. Click here to apply.

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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.