Investment Control Liaison III

3 weeks ago


Braintree, Massachusetts, United States SS&C Technologies Full time
Job Title: Investment Control Liaison III

SS&C Technologies is seeking an experienced Investment Control Liaison III to join our team. As a key member of our operations team, you will be responsible for identifying exceptions, balancing systems, and reports, reconciling cash and shares, and identifying risk items.

Key Responsibilities:
  • Perform cash reconciliation and funding validation
  • Release outgoing wires and distribute dividends
  • Service multiple clients, identify problems, and achieve resolution independently
  • 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
Requirements:
  • 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
What We Offer:
  • Excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan
  • 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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