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SS&C

Cloud-based SaaS for financial operations

Financial Operations Analyst

Business AnalysisConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • Excellent attention to detail and accuracy, with strong multitasking skills.
  • Computer experience with Word, Excel, and Microsoft Outlook.
  • Interpersonal and customer service skills.
  • Ability to work independently and in a team environment.
  • Knowledge of transaction processing, the mutual fund industry, and transfer agent operations.
  • General knowledge of SS&C AMS systems and reporting capabilities.
  • Ability to persuade others and manage conflict effectively.
  • Strong service orientation.
  • Ability to ask probing questions and listen perceptively to client needs to provide timely solutions and responses.
  • Ability to handle multiple priorities, meet deadlines, and keep time-sensitive commitments.
  • Ability to obtain information, propose technical solutions that meet client needs, and confirm system requirements.
  • Adeptness at coordinating activities and enlisting cooperation from others.

Responsibilities

  • Perform activities supporting new lines of business, business process improvements, risk reduction or cost savings initiatives, and best-practice identification.
  • Identify efficiencies and value-added solutions that may affect multiple lines of business and departments; analyze possibilities, capabilities, and constraints; and recommend alternative business solutions.
  • Provide daily and ad hoc customer support, develop documentation, and complete audits.
  • Accept escalated issues and work on problems of moderate scope; analyze root causes, understand problem impact and scope, and apply judgment within defined practices to determine appropriate action.
  • Participate in project initiation, requirements, design, testing, fund setup or conversion, and post-implementation support.
  • Obtain all necessary information from clients.
  • Analyze client needs, provide information and advice on the best approach, and work with internal support and technology staff to develop and implement appropriate solutions.
  • Support clients with annual initiatives, including fiduciary fees, mailings, master history purges, dead fund purges, and small balance account liquidations.
  • Help plan and design business processes and recommend and make changes to improve and support business systems and activities.
  • Use systems and data to resolve business issues effectively and productively.
  • Interface with various levels of management internally and externally.
  • Work with operations management to relay processing- and operations-related client issues.

About the Company

SS&C

Cloud-based SaaS for financial operations

SS&C Technologies provides cloud-based software and services for financial services firms, focusing on investment and asset management. Its subscription-based SaaS tools automate back-office tasks, portfolio and investment management, and related workflows, all hosted in the cloud. The platform integrates with other financial systems to manage assets, processing, reporting, and compliance from a single place, helping reduce manual work and costs. By offering breadth across wealth, asset, and property management with a services-enabled SaaS model, its goal is to automate, standardize, and optimize back-office operations so firms can focus on managing investments and client relationships.

Company size
10,001+
Company stage
IPO
Headquarters
Windsor, CT
Founded
1986

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