Associate Operation Analyst

Ss&c Technologies Holdings; Denver (CO); Hybrid; USD 42,000 - 62,000; Full time

Benefits offered by this job

Hybrid work model and dress code (jean

401(k) matching program

Professional development reimbursement

Flexible personal/vacation time off,/s

Medical, dental, vision

Parental leave

Diversity and inclusion

SS&C University training

Discounts on fitness clubs and travel

Job summary

SS&C Advent in Jacksonville, FL invites applications for an Associate Operations Analyst. This entry-level role offers training and growth within the Managed Services office, with a hybrid work model and opportunities to work on portfolio accounting and financial reporting tasks.

Responsibilities include data downloads, reconciling client accounts, and preparing investment reports while developing skills in Advent software and industry knowledge.

Qualifications

• Bachelor’s degree from a 4-year college or university.
• Investment industry experience preferred.
• Experience with Advent software products (Axys, APX) preferred.
• Exceptional communication skills, both verbal and written.

Responsibilities

• Daily download of transactions, prices, and positions from various electronic interfaces.
• Manage reconciliation of client accounts and transactions.
• Audit internal systems to match custody statements.
• Calculate investment portfolio performance figures.
• Prepare daily, monthly and quarterly investment reports.
• Resolve client inquiries and data-related issues.

Skills

Communication skills

Analytical thinking

Attention to detail

Multitasking

Relationship building

Education

Bachelor’s degree

Finance/Economics degree preferred

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Advent Axys

Advent APX

Job description

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to the Fortune 1000 list as a 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.

Associate Operations Analyst

Location: Jacksonville, FL

About the Team

Join the company ranked #1 on the list of Best Places to Work in Jacksonville. SS&C Advent, the world’s leading provider of automated solutions for investment professionals since 1983, is seeking a talented Associate Operations Analyst at its Managed Services office in Jacksonville, FL. Managed Services is the leading outsourcing provider to the global financial industry, delivering efficient, secure, and scalable back‑office processing, portfolio accounting and financial reporting capabilities. Training will be provided for this entry‑level position.

Benefits and Perks

• Hybrid work model and business casual dress code, including jeans
• 401(k) matching program
• Professional development reimbursement
• Flexible personal/vacation time off, sick leave, paid holidays
• Medical, dental, vision, employee assistance program, parental leave
• Commitment to diversity and inclusion
• Hands‑on training via SS&C University
• Discounts on fitness clubs, travel and more

Key Responsibilities

• Daily download of transactions, prices, and positions from various electronic interfaces.
• Manage reconciliation of client accounts and transactions.
• Audit internal systems to match custody statements.
• Calculate investment portfolio performance figures.
• Prepare daily, monthly and quarterly investment reports.
• Resolve client inquiries and data‑related issues.

Qualifications

• Proficiency with Microsoft Office (Excel, Word, PowerPoint).
• Bachelor’s degree from a 4‑year college or university.
• Investment industry experience or a degree in Finance/Economics is preferred.
• Experience with Advent software products (Axys, APX) is preferred.
• Exceptional communication skills, both verbal and written.
• Detail‑oriented with strong organization skills.
• Excellent critical and strategic thinking; ability to quickly gather and analyze data.
• Excellent multitasking skills.
• Ability to build relationships, both internally and with clients.
• Results oriented.

To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers.

SS&C Technologies, Inc. and its affiliates are an Equal Employment Opportunity employer and do not discriminate 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.