Professional Services Consultant

Midtown based position with 25% travel and total compensation ranging from 80-120k.

With offices throughout North America, Europe, Asia, and Australia, our client provides the global financial services industry with a broad range of highly specialized software, software enabled-services and software as a service (SaaS) solutions for operational excellence. Our clients manage over ~$30 trillion in assets.

The Institutional Professional Services, a division of SS&C Technologies, Inc., is an implementation service group that provides Project Management, Implementations, Operations Reviews, Interfaces Specifications and Reporting services.

Purpose or Reason for the Position:

Consistently provide accurate, cost-effective and reliable implementations and customer services for SS&C suite of products (CAMRA, Precision LM, MAXIMIS and Debt and Derivatives (D&D)) and services, including investment accounting platforms for both SS&C Direct Clients and Licensed Clients.  Responsible for providing information and support to clients through the complete life cycle of implementation phases.  Responds and troubleshoots problems through onsite and remote support.  

Primary Functions:

Specific functions include:

  • Successfully implement the investment accounting platforms to support operations and accounting for asset managers, insurance companies, pension funds, hedge funds and REIT clients 
  • Maintain relationships with various clients through the  implementations process 
  • During the roll forward and catchup phases of the implementation process, you are responsible for ensuring your monthly and quarterly deliverables are completed timely and accurately for clients
  • Perform input for business analysis, new requirements, workflow, and operational reviews; Provide ad hoc reporting requests; Assist Project Managers with budget and project progress tracking


  • B.S. Accounting, Finance or Economics, CPA
  • All of these characteristics should be used by others to describe you:  Smart, entrepreneurial, results oriented, self-directed, personal goals always higher than goals others have for you, people skills, team player, client skills
  • 5 years’ systems implementation/conversion experience with (CAMRA, Precision LM, MAXIMIS and Debt and Derivatives (D&D) or competitive products equipping you with functional expertise in domain and business rule knowledge
  • Demonstrated excellent results as an individual contributor on a project team with ability to manage projects in the future
  • CPA and/or PMP Certification or pursue is a plus.  Big 4 experience a plus.

Experience & Training:

  • 1-2 years investment accounting implementations, Investment Accounting experience or Accounting firm experience
  • Experience with Fixed Income products, Common Stock, FX trades
  • Experience using Crystal report writer, SQL Server Reporting Services, CAMRA, D&D, Recon, SSCNet, Sylvan (SS&C products), Microsoft Visio, Microsoft Project, MSSQL and Bloomberg or Reuters terminals/data products
  • Knowledge of trading life cycle, amortization, book value and yields
  • Nice to have - previous experience as a user or implementer of Clearwater, PAM, Advent, Axys, Simcorp, Eagle, LoanIQ, SunGard, Invest One or other investment accounting systems