Managed Services Operations Analyst

3 months ago

Fort Worth, United States SS&C Technologies Holdings Full time
Job Description

Managed Services Operations Analyst

Location: Fort Worth, TX | Hybrid

Get To Know The Team:

The SS&C Innovest Managed Services team provides operations services to Managed Services Clients based on the determined roles and responsibilities to the Client.  We provide daily, monthly, quarterly and annual operational support to the delivery of such services using the InnoTrust trust accounting software and coordination with 3rd party providers. 

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:

  • Input and maintain financial and accounting data in InnoTrust per the responsibilities defined for the Managed Service Client.
  • Interact on daily processes amongst the team.
  • Adhere to daily, monthly, quarterly, and annual procedures for processes within Managed Services.
  • Ensure that financial transactions are balanced and documented according to policies and procedures.
  • Processing of cash and security activity, including trade settlement, corporate actions, cash movement and shadow posting.
  • Meet daily deadlines for processing and reconciliation.
  • Interact on operational activity with each Client. 
  • Identify and work with client for reconciliation outages.
  • Research, document, and handle client reported issues, provide user support to Clients and log Clients requests for services as needed to a timely resolution.
  • Build, maintain, and foster positive and growing relationship with Clients.
  • Work closely with Client Relationship Team to understand issues and assist in resolution.
  • Demonstrate relentless focus on accurate and timely processing.
  • Understand Client issues and concerns and escalate as appropriate. 
  • Build, maintain, and foster positive and growing relationships with all departments of SS&C | Innovest, and with vendors.
  • Demonstrate focus on client operational needs.
  • Communicate effectively and professionally.

Workflow Management

  • Actively manage assigned work.
  • Actively manage issues for resolution or escalate as appropriate.
  • Actively manage workload to support teammates. 

Knowledge Management

  • Take a proactive approach to learning.
  • Use established policies and procedures to process within guidelines.
  • Be a subject matter expert on assigned tasks.

 What You Will Bring:

  • Experience in a deadline driven, operational environment.
  • Strong customer service skills.
  • Good analytical/problem solving capabilities.
  • Ability to learn new processes and systems quickly.
  • Ability to work with minimal supervision in a team environment.
  • Ability to understand and apply document processes.
  • Ability to work in a deadline driven environment.
  • Ability to follow a prioritized workload and maintain organization.
  • Strong verbal and written communication skills.
  • Strong computer skills, including Word, Excel, and Outlook.
  • Experience with security processing
  • Experience and understanding of publicly traded securities
  • Experience with cash processing
  • Experience and understanding of funds movement processes and deadlines
  • Understanding of Trust Operations, Financial Markets, Securities Industry, Retirement Industry, Charitable Giving and Banking (preferred).
  • Experience using InnoTrust in a Managed Services capacity (preferred).
  • Experience with Black Diamond (preferred).
  • Experience with Advent ACD (preferred).
  • Experience with shadow posting (preferred).
  • SQL knowledge (preferred)

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