Associate Operations Analyst

SS&C Technologies provides technology and services for financial services and healthcare organizations. The Associate, Investment Operations role supports daily operations for institutional and insurance investment portfolios, including reconciliations, trade lifecycle monitoring, corporate actions, settlements, client inquiries, onboarding, and process improvements.

What you'll do:

• 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

What they're looking for:

• 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
• Internship, co-op, or relevant work experience in financial services, operations, accounting, or client service
• 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

Benefits:

• Medical coverage
• Dental coverage
• Vision coverage
• 401(k) plan with company match
• Paid time off
• Paid holidays
• Parental leave
• Professional development reimbursement opportunity