Associate Operations Analyst

SS&C Technologies

. Support daily operational activities for institutional and insurance investment portfolios across multiple asset classes, including equities, fixed income, derivatives, mortgage-backed securities, bank loans, repos, and private investments .

Posted 10/7/2026full-timeWindsor • Connecticut • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong analytical skills and attention to detail in managing operational activities for investment portfolios, including cash and position reconciliations. Proficient in collaborating with cross-functional teams to enhance operational efficiency and support client service in financial services.

Highest-signal resume keywords

Investment OperationsCash ReconciliationFinancial Markets UnderstandingMicrosoft Excel ProficiencyAnalytical Problem-Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash ReconciliationPosition ReconciliationTransaction ReconciliationMarket Value ReconciliationCorporate Actions ProcessingTrade Lifecycle MonitoringData AnalysisOperational Efficiency ImprovementFinancial Products KnowledgeLarge Dataset Management

Soft Skills

Attention to DetailStrong Interpersonal SkillsEffective CommunicationCuriosityInitiative

Tools & Technologies

Microsoft OfficeExcel

Industry Keywords

Investment PortfoliosFinancial ServicesAccountingClient ServiceCapital MarketsDerivativesFixed IncomeEquitiesPrivate InvestmentsMortgage-Backed Securities

About the role

Key responsibilities & impact

Support daily operational activities for institutional and insurance investment portfolios across multiple asset classes, including equities, fixed income, derivatives, mortgage-backed securities, bank loans, repos, and private investments
Perform daily cash, position, transaction, and market value reconciliations between client records, custodians, prime brokers, and counterparties
Investigate and resolve reconciliation breaks by researching discrepancies and coordinating with internal and external stakeholders
Monitor trade lifecycle events, including trade capture, confirmation, settlement, and exception management
Track and process corporate actions and related operational activities
Monitor failed trades and work with counterparties and custodians to facilitate timely resolution and settlement
Process wires, settlements, collateral movements, and cash-related transactions
Build and maintain strong relationships with clients while serving as a point of contact for operational inquiries
Assist with client onboarding activities, account setup, and process implementation efforts
Partner with Accounting, Data Management, Technology, Product, and Client Service teams to support daily operations
Identify opportunities to improve operational efficiency, automation, and controls
Participate in special projects, process enhancements, testing initiatives, and ad hoc requests
Document procedures and contribute to continuous improvement of team workflows and controls

Requirements

What you’ll need

Bachelor's degree in Finance, Accounting, Economics, Business, Mathematics, or a related field
Internship, co-op, or relevant work experience in financial services, operations, accounting, or client service is preferred but not required
Strong analytical and problem-solving skills
Strong attention to detail and commitment to accuracy
Ability to prioritize multiple tasks and meet deadlines in a fast-paced environment
Excellent written and verbal communication skills
Strong interpersonal skills and ability to work effectively within a team environment
Proficiency in Microsoft Office, particularly Excel
Desire to learn financial products, investment operations, and capital markets
Understanding of financial markets, investments, or investment operations through coursework, internships, or prior experience
Experience working with large datasets and performing reconciliations
Curiosity, initiative, and a continuous improvement mindset
Demonstrated ability to take ownership of tasks and work independently when needed
Interest in pursuing a long-term career in investment operations, accounting, or financial services

Benefits

Comp & perks

Medical, dental, and vision coverage
401(k) plan with company match
Paid time off
Holidays
Parental leave
Professional development reimbursement opportunity