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
Job Title: Financial Operations Analyst
Locations: Braintree, MA | Kansas City, MO (Hybrid)
Why Join SS&C
SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.
You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.
How You Will Make an Impact
Perform activities in support of new lines of business, business process improvements, risk reduction or cost savings initiatives, best practice identification, etc.
Identify efficiencies and value-added solutions that could impact multiple lines of business and departments; analyzes possibilities, capabilities, and constraints; and recommends alternative business solutions.
Provide daily and ad hoc customer support, develops documentation, and completes audits.
Accept escalated issues and works on problems of a moderate scope; analyzes root cause, understands the impact and scope of the problem, and applies judgment within defined practices to determine the appropriate action.
Participate in the initiation, requirements, design, testing, fund setup/conversion, and post-implementation support phases of a project.
Obtain all necessary information from client.
Analyze client needs, provide information and advice regarding best approach and work with internal support and technology staff to develop and implement appropriate solutions.
Support client with annual initiatives including fiduciary fees, mailings, master history purges, dead fund purges, small balance account liquidations, etc.
Help plan and design business processes and make recommendations and changes in order to improve and support business systems and activities
Utilize systems and data to resolve business issues in the most effective and productive manner.
Interface with various levels of management both internally and externally
Work with operations management to relay processing/operations-related client issues.
Required Experience
Excellent attention to detail and accuracy and strong multi-tasking skills
Computer experience (Word, Excel, Microsoft Outlook)
Interpersonal and customer service skill
Ability to work independently as well as in a team environment
Knowledge of transaction processing and 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 be perceptive in listening to clients’ needs in order to provide timely solutions and responses
Ability to handle multiple priorities, meet deadlines, and keep time sensitive commitments.
Ability to obtain information and propose technical solutions that meet the client’s need and confirm system requirements.
Adept at coordinating activities and enlisting cooperation from others.
Join SS&C, where innovation meets global opportunities. Click here to apply.
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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.
SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth,…