Financial Operations Analyst

SS&C Technologies • Denver, CO

397d • Hybrid

About The Position

The Financial Operations Analyst role at SS&C involves providing specialized servicing to clients in the financial services and healthcare sectors. This position requires interaction with shareholders and clients, managing accounts, facilitating financial transactions, and ensuring compliance with regulatory requirements. The role emphasizes strong analytical skills and effective communication, with a focus on enhancing processes and creating automation within the transfer agency systems.

Requirements

• Bachelor's degree or 2-3 years financial industry experience
• Intermediate level MS Office skills
• Strong analytical skills
• Strong oral and written communication skills

Responsibilities

• Provide client specialized servicing to alternative product and mutual fund investors
• Interact with shareholders, clients, and intermediaries via phone or email regarding product or account information
• Establish and maintain accounts, set up intermediaries, or complete processing as needed
• Complete correspondence with shareholders, intermediaries, and clients
• Facilitate ACHs, shareholder wires, international and custody wires, along with reporting to custody/fund accounting
• Reconcile and research money movement activity, trading, fund sponsor/wire house sales logs, and bank accounts
• Review and research trading requests/documentation/email requests
• Facilitate intermediary compensation including 12b1 payments, commissions, and other various fee schedules
• Complete product setups within the transfer agency system
• Complete reporting and data requests
• Facilitate and research bulk trading requests and money movement with wire houses and custodians
• Review and complete trading rejects/research with intermediaries
• Quality review various facets of transfer agency trading, reconciliation, and system setups
• Review/ownership of daily, weekly, and month control reports
• Review regulatory requirements, assist in tax reporting, and escheatment processing
• Establish procedures, project plans, and coordinate work as needed between transfer agency teams
• Work with various transfer agency systems to enhance processes and create automation as needed

Benefits

• Generous 401(k) Matching Program
• Tuition & Professional Development Reimbursement Opportunities
• Unlimited Personal & Vacation Time Off
• Sick Leave Policy
• Paid Company Holidays
• Medical, Dental, Vision, Life Insurance
• Short & Long-Term Disability
• Global Employee Assistance
• Parental Leave
• Discounts on fitness memberships, cell provider, childcare, travel, and more

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: Bachelor's degree
• Number of Employees: 10,001+ employees