Investment Analyst

2 weeks ago


Denver, Colorado, United States SS&C Full time

SS&C is a leading global provider of investment and financial services and software tailored for the financial services and healthcare sectors. Recognized on the Fortune 1000 list as a top U.S. company by revenue, SS&C is based in Windsor, Connecticut, employing over 20,000 professionals across more than 90 offices in 35 countries. Approximately 18,000 organizations in financial services and healthcare, ranging from the largest institutions to local firms, rely on SS&C's products and services to manage and account for their investments.

Position Overview

Role: Investor Analyst - Hybrid

Location: Denver, CO | Hybrid

Team Insights:

In the role of Investor Analyst, you will play a vital part in supporting the Portfolio Management team with trading activities, rebalancing efforts, and the creation/redemption processes within the ETF business.

Why You Will Appreciate Working Here

  • Flexibility: Enjoy a Hybrid Work Model and a Business Casual Dress Code, including jeans.
  • Your Future: Benefit from a 401k Matching Program and Professional Development Reimbursement.
  • Work/Life Balance: Take advantage of Flexible Personal/Vacation Time Off, Sick Leave, and Paid Holidays.
  • Your Wellbeing: Access Medical, Dental, Vision, Employee Assistance Programs, and Parental Leave.
  • Diversity & Inclusion: We are committed to welcoming, celebrating, and thriving on diversity.
  • Training: Participate in Hands-On, Team-Customized training, including SS&C University.
  • Extra Perks: Enjoy discounts on fitness clubs, travel, and more.

Key Responsibilities:

  • Provide direct support to portfolio managers through various tasks, including:
    • Monitoring portfolio performance.
    • Conducting statistical market analyses.
    • Assembling and reviewing data, with a strong emphasis on Excel.
    • Utilizing Bloomberg, FactSet, and Morningstar to extract data.
    • Employing strong writing skills to prepare and create research materials for both internal and external stakeholders.
    • Generating monthly insights regarding product performance in the ETF sector.
    • Presenting to clients as a subject matter expert when required.
    • Completing performance attribution analyses.
  • Assist with the daily operations of portfolio maintenance, which includes:
    • Monitoring portfolio activity against the index.
    • Executing trades.
    • Managing cash flows.
    • Tracking and monitoring corporate actions.
  • Act as the liaison between the Portfolio Manager and internal teams, including investment operations, compliance, client service, and business analysts.

Qualifications:

  • Bachelor's degree in Accounting, Finance, or a related field, or equivalent work experience.
  • Preferred candidates will have 2 years of experience in portfolio management or trading.
  • A strong interest in collaboration and team engagement.
  • Advanced proficiency in MS Excel.
  • Excellent communication skills, both verbal and written.
  • Willingness to work on-site during training, transitioning to a hybrid schedule of 2 days per week.

Thank you for considering a career with SS&C. To explore this opportunity further, please apply through our corporate careers page.

#LI-Hybrid

#LI-RS-1

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant or employee based on 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 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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