Financial Operations Analyst

2 days ago

Kansas City, United States SS&C Full time

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 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

Title: Financial Operations Analyst

Location: Denver, CO | Kansas City, MO -Hybrid

Why You'll Love It At SS&C

  • Flexibility: Hybrid Work Model & Business Casual Dress Code, including jeans
  • Your Future: Generous 401(k) Matching Program, Tuition & Professional Development Reimbursement Opportunities.
  • Work/Life Balance: Unlimited Personal & Vacation Time Off, Sick Leave Policy, Paid Company Holidays
  • Your Well-being: Medical, Dental, Vision, Life Insurance, Short & Long-Term Disability, Global Employee Assistance, Parental Leave, and more
  • Diversity & Inclusion: Committed to Being an Organization that Welcomes, Celebrates, and Thrives on Diversity
  • Training: Hands-On and Customized by your Team, including Technical and E-Learning Resources
  • Extra Perks: Discounts on fitness memberships, cell provider, childcare, travel, and more

What You Will Get To Do:

  • Provide client specialized servicing to alternative product and mutual fund investors
  • Interact with shareholders, clients, intermediaries via phone or email regarding product or account information
  • Establish/maintenance accounts, set up intermediaries, or complete processing as needed
  • Complete correspondence with shareholders, intermediaries and clients
  • Facilitate ACHs, shareholder wires, international and custody wires, along with reporting to custody/fund accounting
  • Reconcile and or research money movement activity, trading, fund sponsor/wire house sales logs, and bank accounts
  • Review and research trading requests/documentation/email requests
  • Facilitate intermediary compensation including 12b1 payments, commissions, and other various fee schedules
  • Complete product setups within the transfer agency system
  • Complete reporting and data requests
  • Facilitate and research bulk trading requests and money movement with wire houses and custodians
  • Review and complete trading rejects/research with intermediaries
  • Quality review various facets of transfer agency trading, reconciliation and system set ups
  • Review/ownership of daily, weekly and month control reports
  • Review regulatory requirements, assist in tax reporting, and escheatment processing
  • Establish procedures, project plans, and coordinate work as needed between transfer agency teams
  • Work with various transfer agency systems to enhance processes and create automation as needed

What You Will Bring:

  • Bachelor's degree or 2-3 years financial industry experience
  • Intermediate level MS Office skills
  • Strong analytical skills
  • Strong Oral and Written skills

Thank you for your interest in SS&C To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers.

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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.

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.

Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.

Colorado: Salary range for the position: $52,000 USD to $60,000 USD.PDN-9da6250d-a312-4d13-ad70-3b41867c8ae4

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