Investment Advisors Analyst – Hybrid

SS&C Technologies • Denver, CO

5d • $67,500 - $97,000 • Hybrid

About The Position

The Investment Advisors Analyst supports the oversight and management of active and passive ETFs across equity, fixed income, and derivative strategies. The role primarily supports the team's research and sales efforts through economic, market, security-level, and ETF industry analysis. It includes conducting investment research, preparing materials for clients and internal stakeholders, and monitoring industry trends and market developments. The analyst also gains exposure to portfolio-management operations, including trade execution support, cash management, corporate actions, and portfolio administration. Working closely with Portfolio Managers, the analyst contributes to investment decision support and operational efficiency. The position is based in Denver, Colorado, with onsite work required during training and a hybrid schedule afterward of two days per week onsite.

Requirements

• Bachelor’s degree in Accounting, Finance, a related field, or equivalent work experience.
• Keen interest in passive and active ETFs, trading, and portfolio management.
• Working knowledge of financial markets, intellectual curiosity, and a self-starter mentality.
• Ability to independently investigate questions, validate data, and communicate conclusions clearly.
• Strong writing and communication skills, including the ability to translate complex investment and market information into concise, audience-appropriate content.
• Willingness to work onsite during training and then onsite two days per week on a hybrid schedule.

Nice To Haves

• Experience with Python, workflow automation, financial data platforms, or AI-powered research tools; willingness to learn is emphasized.

Responsibilities

• Conduct macroeconomic, market, sector, security-level, and ETF industry research to support passive and active investment strategies and inform portfolio-manager decisions.
• Develop investment content for internal and external audiences, including ETF insights, market commentary, presentations, sales materials, and client-facing updates.
• Help improve and automate recurring research, reporting, data-validation, and portfolio-management workflows.
• Support trade execution, cash management, corporate actions, and other portfolio administration activities.
• Monitor industry trends and market developments.

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• 401(k) plan with company match
• Paid time off
• Paid holidays
• Parental leave
• Professional development reimbursement opportunity
• May be eligible for discretionary annual bonus and/or equity awards, such as restricted stock units or stock options, based on individual and business performance at the company's discretion

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level