Associate Operations Analyst

SS&C TechnologiesJacksonville, FL
Hybrid

About The Position

SS&C is a leading financial services and healthcare technology company with over 27,000 employees globally. SS&C Advent, a division of SS&C, is the world's leading provider of automated solutions for investment professionals since 1983. This entry-level Associate Operations Analyst position is located in Jacksonville, FL, and is part of the Managed Services team, which is a leading outsourcing provider to the global financial industry. The role involves supporting complex financial and healthcare operations by designing, implementing, and operating solutions that help clients manage data, automate processes, and scale their businesses. Training will be provided for this position, offering exposure to industry experts, modern platforms, evolving technologies, real-world operational challenges, and large-scale enterprise environments.

Requirements

  • Proficiency with Microsoft Office (specifically Excel, Word, and PowerPoint) is required.
  • Bachelor's degree from a 4 year college or university.
  • Exceptional communication, both verbal and writing, skills.
  • Detail-oriented with strong organization skills.
  • Excellent critical and strategic thinking skills.
  • Must be able to quickly gather & analyze data.
  • Excellent multi-tasking skills.
  • Ability to build relationships, both internally and with clients.
  • Results oriented.

Nice To Haves

  • Investment industry experience or a degree in Finance / Economics is preferred.
  • Experience with Advent software products (Axys, APX) is preferred.

Responsibilities

  • Daily download of transactions, prices, and positions from various electronic interfaces.
  • Manage reconciliation of client accounts and transactions.
  • Audit internal systems to match custody statements.
  • Calculation of investment portfolio performance figures.
  • Prepare daily, monthly & quarterly investment reports.
  • Resolve client inquiries & data related issues.

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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