Associate Operations Analyst
About The Position
Launch your career in investment operations while gaining hands-on exposure to a diverse range of financial products and institutional investment portfolios. In this role, you’ll work alongside industry experts and cross-functional teams to support critical investment operations, solve complex challenges, and build valuable expertise in financial markets and client service. 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.
Requirements
- Bachelor's degree in Finance, Accounting, Economics, Business, Mathematics, or a related field
- Strong analytical and problem-solving skills with the ability to investigate issues and identify solutions
- Strong attention to detail and commitment to accuracy
- Ability to prioritize multiple tasks and meet deadlines in a fast-paced environment
- Excellent written and verbal communication skills
- Strong interpersonal skills and ability to work effectively within a team environment
- Proficiency in Microsoft Office, particularly Excel
- Desire to learn financial products, investment operations, and capital markets
Nice To Haves
- Internship, co-op, or relevant work experience in financial services, operations, accounting, or client service is preferred but not required
- Understanding of financial markets, investments, or investment operations through coursework, internships, or prior experience
- Experience working with large datasets and performing reconciliations
- Curiosity, initiative, and a continuous improvement mindset
- Demonstrated ability to take ownership of tasks and work independently when needed
- Interest in pursuing a long-term career in investment operations, accounting, or financial services
Responsibilities
- Support daily operational activities for institutional and insurance investment portfolios across multiple asset classes including equities, fixed income, derivatives, mortgage-backed securities, bank loans, repos, and private investments
- Perform daily cash, position, transaction, and market value reconciliations between client records, custodians, prime brokers, and counterparties
- Investigate and resolve reconciliation breaks by researching discrepancies and coordinating with internal and external stakeholders
- Monitor trade lifecycle events, including trade capture, confirmation, settlement, and exception management
- Track and process corporate actions and related operational activities
- Monitor failed trades and work with counterparties and custodians to facilitate timely resolution and settlement
- Process wires, settlements, collateral movements, and cash-related transactions
- Build and maintain strong relationships with clients while serving as a point of contact for operational inquiries
- Assist with client onboarding activities, account setup, and process implementation efforts
- Partner with internal teams including Accounting, Data Management, Technology, Product and Client Service to support daily operations
- Identify opportunities to improve operational efficiency, automation, and controls
- Participate in special projects, process enhancements, testing initiatives, and ad hoc requests
- Document procedures and contribute to the continuous improvement of team workflows and controls
Benefits
- medical, dental, and vision coverage
- a 401(k) plan with company match
- paid time off, holidays, and parental leave
- professional development reimbursement opportunity
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
