Engagement Specialist

SS&C EzeOperational Services - Data Onboarding Specialist SS&C Eze (Eze) i s seeking a Data Onboarding specialist to join its Operational Services team in its Hyderabad office. We are looking for a candidate who has a proven track record in financial technology or a related discipline and can provide excellent service to our clients in the investment industry. Successful candidates will be highly driven and have an excellent understanding of the asset management business.

As a Data Onboarding specialist, the candidate will be responsible for key functions in client onboarding implementations to load, process and validate historical static, transactional and pricing data from various external sources into the SS&C Eze Platforms. This will involve playing a key role with various internal and external stakeholders to affirm requirements, implement and present through various concurrent client facing projects in a collaborative manner.

Your daily responsibilities will include (but are not limited to)

-Manage several concurrent client facing projects across our global client base.

- Effectively communicate project updates to internal and external stakeholders

- Extract, Transform and Load historical data for client onboardings from various platforms

- Validate, Correct and Reconcile processed data through various SS&C Eze Accounting platforms

- Engage with R&D teams for process improvement and streamline workflows.

Attributes

- Able to communicate technical details to a range of stakeholders with varying degrees of technical ability

- Able to develop productive relationships with stakeholders both internal and external

- Analytical, verbal, and written communication skills

- Strong emphasis on quality, professionalism, and excellence

- Able to work in various shifts as required

- Good with numbers

- Attention to detail

Qualifications and experience

- 3-6 years experience in a financial or technology setting

- Preferred exposure or working knowledge on SQL / Python

- Advanced Microsoft Excel with preferred or working knowledge of VBA and Macro Building
- Prior exposure in implementation capacity and onboarding data in Portfolio Management Software

About SS&C Eze:

SS&C Eze is a premier provider of global investment technology to support the front, middle and back offices. The Eze Software Investment Suite addresses the core business needs of the asset management community, including Order Management, Trade Execution & Analytics, Portfolio Analytics & Modelling, Compliance & Regulatory Reporting, Commission Management, Data Management, and Portfolio Accounting. Eze Software partners with more than 2,000 buy-and sell-side institutions in 30 countries across North and South America, EMEA, and Asia Pacific. Clients include hedge funds, institutional asset managers, mutual funds, pension funds, endowments, family offices, wealth managers, and broker-dealers across a range of strategies, investment products, and asset classes. Based in Boston, Eze Software employs more than 1,000 associates in 12 offices worldwide.