Investment Control Liaison III

5 months ago

Braintree, United States SS&C Technologies Full time

SS&C is a global provider of investment and 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.

Job Description

Title: Investment Control Liaison III

Location: Braintree, MA or Kansas City, MO - Hybrid

Get To Know The Team: - SS&C is looking for an Investment Control Liaison to identify exceptions, balance systems, and reports, reconcile cash and shares and identify risk items. The liaison must have an increased level of client responsibility due to a greater understanding of client expectations and business needs. The liaison will identify problems and achieve resolution independently by using resources throughout the division. This position consist of various daily tasks to oversee and provide support to internal Operations teams.

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:
  • Performs cash reconciliation
  • Funding validation and release of outgoing wires.
  • Distribution of dividends
  • Ability to service multiple clients, identify problems and achieve resolution independently by using resources throughout the division.
  • Daily trade settlements with Trade Providers Custodian
  • Identify, research, and resolve complex reconciliation exceptions.
  • Provide oversight and support for fellow team members
  • Point person for Processing Teams to request information and research
The Impact You Will Make:
  • High School degree and at least 1 year of related experience (Mutual Funds, Financial Services)
  • Bachelor's Degree in Accounting, Finance, Business Administration or related industry experience preferred.
  • Excellent attention to detail, accuracy, and strong multi-tasking skills.
  • Computer experience (Word, Excel, and Microsoft Outlook).
  • Ability to work independently as well as in a team environment.
  • Able to work in the local office 6 days each month per attendance policy.


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

#LI-JS-Hybrid

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.

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