Investor Analyst

3 weeks ago

Denver, 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

Investor Analyst - Hybrid

Location: Denver, CO | Hybrid

Get To Know The Team:

As an Investor Analyst you will assist the Portfolio Management team in with trading, rebalancing, and the creation/redemption process of the ETF business.

Why You Will Love It Here

  • Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans
  • Your Future: 401k Matching Program, Professional Development Reimbursement
  • Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
  • Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
  • Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
  • Training: Hands-On, Team-Customized, including SS&C University
  • Extra Perks: Discounts on fitness clubs, travel and more
What You Will Get To Do:
  • Analysts directly support portfolio managers through tasks including:
    • Monitoring portfolio performance
    • Conducting statistical market analyses
    • Assembling and reviewing data, working heavily within Excel
    • Working within Bloomberg, FactSet and Morningstar to pull data
    • Utilizing strong writing skills, you will prepare and create research collateral for internal and external use
    • Create monthly insights around product performance within ETF space
    • Strong potential of presenting to clients as subject matter expert
    • Complete performance attribution analyses
  • Assist with the day to day operations of portfolio maintenance:
    • Monitor portfolio activity, comparing against the index
    • Completing trade executions
    • Cash Management
    • Tracking and monitory corporate actions
  • Serve as the point of contact between the Portfolio Manager and internal groups including: investment operations, compliance, client service, and business analysts.
What You Will Bring:
  • Bachelor's degree in Accounting, Finance, related field or equivalent work experience
  • 2- 3 years' experience in accounting/financial services ideally partnership accounting experience
  • Strong interest in collaboration and team engagement
  • Advanced MS Excel knowledge
  • Strong communication skills, including verbal and written
  • Must be willing to work on site during training and then hybrid 2 days/week


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.

#LI-Hybrid

#LI-RS-1

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: $65,000 USD to $70,000 USD.

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