Lead Associate

SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

SS&C Financial Services – Lead Associate – Bristol/Hybrid

About SS&C Technologies

SS&C is a global provider of investment, financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

SS&C Financial Services

A leading innovator in alternative investment technology solutions and services, SS&C is also home to the industry’s largest fund administrator: SS&C GlobeOp, helping funds of all sizes from start-ups to today's largest funds. Named "Best Administrator: Technology" in the 2020 HFM US Services Awards. Across all of SS&C, we serve nearly $45 trillion in managed assets. We have assembled an exceptional team of fund accounting experts and equipped them with the industry’s leading technology, which SS&C built and supports.

 
Job Summary

The Lead Associate at SS&C Technologies, Inc. will play a key role in supporting our operations, ensuring the accurate and timely execution of tasks, and providing guidance to junior team members. This position requires strong analytical skills, attention to detail, and a commitment to delivering high-quality service.

Job Responsibilities

* Process and reconcile financial transactions, ensuring accuracy and adherence to established procedures.
* Prepare and review reports, statements, and other financial documents.
* Assist in resolving complex client inquiries and issues, escalating as necessary.
* Provide training and mentorship to new and junior associates, fostering their professional development.
* Identify opportunities for process improvement and contribute to the implementation of solutions.
* Ensure compliance with internal policies, industry regulations, and client service level agreements.
* Collaborate effectively with internal teams and external stakeholders to achieve business objectives.
* Participate in special projects and initiatives as assigned by management.

Job Qualifications

* 3-5 years of experience in a financial services or operations role, preferably within the FinTech industry.
* Proven ability to lead and mentor junior team members.
* Strong analytical and problem-solving skills with meticulous attention to detail.
* Excellent written and verbal communication skills.
* Proficiency in Microsoft Office Suite, particularly Excel.
* Ability to work independently and as part of a team in a fast-paced, dynamic environment.
* Demonstrated ability to manage multiple priorities and meet deadlines.

EEO Statement / Non-agency Disclosure

We encourage applications from people of all backgrounds and particularly welcome applications from under-represented groups, to enable us to bring a diversity of perspectives to our thinking and conversation. It's important to us that we strive to have a workforce that is diverse in the widest sense.

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

Background Checks

All offers of employment at SS&C are subject to background verification checks, including 5-year employment history, proof of eligibility to work in hiring location, proof of address, credit check and criminal record check (where permitted by local law). The accuracy of all information you submit as part of your application is vital and may be used as part of the background checking process should you be successful.

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

Applications will be accepted on an ongoing basis until the position is filled.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.