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Financial Operations Analyst
SS&C Technologies. Perform activities supporting new lines of business, process improvements, risk reduction, cost savings initiatives, and best-practice identification .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in process improvement, risk reduction, and customer support within the mutual fund industry. Proficient in analyzing client needs and implementing effective solutions while maintaining strong attention to detail and service orientation.
Highest-signal resume keywords
Process ImprovementCustomer SupportTransaction ProcessingMutual Fund Industry KnowledgeSS&C AMS Systems
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Process ImprovementTransaction ProcessingData AnalysisDocumentation DevelopmentAudit Completion
Soft Skills
Attention To DetailMulti-TaskingInterpersonal SkillsConflict ManagementService Orientation
Tools & Technologies
Microsoft WordMicrosoft ExcelMicrosoft OutlookSS&C AMS Systems
Industry Keywords
Mutual Fund IndustryTransfer Agent OperationsFiduciary FeesBusiness Process DesignClient Needs Analysis
About the role
Key responsibilities & impact- Perform activities supporting new lines of business, process improvements, risk reduction, cost savings initiatives, and best-practice identification
- Identify efficiencies and value-added solutions affecting multiple business lines and departments
- Provide daily and ad hoc customer support, develop documentation, and complete audits
- Handle escalated issues and moderate-scope problems; analyze root causes and determine appropriate actions
- Participate in project initiation, requirements, design, testing, fund setup/conversion, and post-implementation support
- Obtain necessary information from clients
- Analyze client needs and advise on the best approach
- Work with internal support and technology staff to develop and implement solutions
- Support annual fiduciary fees, mailings, master history purges, dead fund purges, and small balance account liquidations
- Plan and design business processes and recommend improvements to business systems and activities
- Use systems and data to resolve business issues effectively
- Interface with internal and external management at various levels
- Relay processing and operations-related client issues to operations management
Requirements
What you’ll need- Excellent attention to detail and accuracy
- Strong multi-tasking skills
- Computer experience with Word, Excel, and Microsoft Outlook
- Interpersonal and customer service skills
- Ability to work independently and in a team environment
- Knowledge of transaction processing, mutual fund industry, and transfer agent operations
- General knowledge of SS&C AMS systems and reporting capabilities
- Ability to persuade others and manage conflict effectively
- Strong service orientation
- Ability to ask probing questions and listen perceptively to clients’ needs
- Ability to handle multiple priorities, meet deadlines, and keep time-sensitive commitments
- Ability to obtain information and propose technical solutions that meet client needs and confirm system requirements
- Ability to coordinate activities and enlist cooperation from others
Benefits
Comp & perks- Medical, dental, and vision coverage
- 401(k) plan with company match
- Paid time off
- Holidays
- Parental leave
- Professional development reimbursement opportunity