Investment Advisors Analyst

SS&C Technologies

. Assist in the oversight and management of active and passive ETFs across equity, fixed income, and derivative investment strategies .

Posted 11/2/2026full-timeDenver • Colorado • United StatesMid-LevelSenior💰 $67,500 - $97,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing active and passive ETFs, conducting comprehensive market research, and supporting data-driven investment decisions. Proficient in automating workflows and translating complex financial information into clear, actionable insights.

Highest-signal resume keywords

ETF Portfolio ManagementMacroeconomic ResearchData-Driven Investment DecisionsPython ProgrammingFinancial Markets Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment StrategiesPortfolio ManagementData ValidationResearch AutomationFinancial Analysis

Soft Skills

Strong Communication SkillsIntellectual CuriositySelf-Starter Mentality

Tools & Technologies

ExcelBloombergBQNTAI-Powered Research Tools

Industry Keywords

Active ETFsPassive ETFsMarket CommentaryTrade ExecutionCash Management

Tech Stack

Tools & technologies

Python

About the role

Key responsibilities & impact

Assist in the oversight and management of active and passive ETFs across equity, fixed income, and derivative investment strategies
Conduct macroeconomic, market, sector, security-level, and ETF industry research
Support portfolio managers with data-driven investment decisions
Develop investment content, ETF insights, market commentary, presentations, sales materials, and client-facing updates
Improve and automate recurring research, reporting, data-validation, and portfolio-management workflows
Use Excel, Bloomberg/BQNT, Python, and emerging AI-enabled tools
Provide trade execution support, cash management, corporate actions, and other portfolio administration activities
Monitor industry trends and market developments
Work closely with Portfolio Managers to support operational efficiency and overall ETF portfolio management

Requirements

What you’ll need

Bachelor’s degree in Accounting, Finance related field or equivalent work experience
Keen interest in passive and active ETFs, trading, and portfolio management
Working knowledge of financial markets
Intellectual curiosity and demonstrated self-starter mentality
Ability to independently investigate questions, validate data, and communicate conclusions clearly
Strong writing and communication skills
Ability to translate complex investment and market information into concise, audience-appropriate content
Experience with Python, workflow automation, financial data platforms, or AI-powered research tools is a plus
Willingness to work on site during training and then hybrid 2 days/week

Benefits

Comp & perks

Medical, dental, and vision coverage
401(k) plan with company match
Paid time off
Holidays
Parental leave
Professional development reimbursement opportunity
Annual discretionary bonus eligibility
Equity awards eligibility, such as restricted stock units or stock options
Hybrid work arrangement after training