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SS&C Technologies

Senior Associate, Implementation (LH-BPO)

Career Insights for Investment Operations Analyst

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What they do

An Investment Operations Analyst provides data analysis and support for operations at an investment bank or investment management firm. Assists with developing systems that support more efficient operations, and assists with processing financial transactions. May provide research and analysis to assist fund managers, brokers or investment staff, including financial modeling.

$96,704 / year median in Florida

+16% projected growth

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Job Description

Senior Associate, Implementation (LH-BPO) SS&C Technologies - 3.2 West Palm Beach, FL Job Details Full-time $60,000 - $130,000 a year 8 hours ago Benefits Stock options Paid holidays Health insurance Dental insurance Paid time off Parental leave Employee assistance program Vision insurance 401(k) matching Professional development assistance Qualifications Performance dashboard reports Dashboard development Client onboarding Presentation software Managing projects Due diligence Cross-functional communication Financial markets knowledge Full Job Description As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Job Description Senior Associate, Implementation Locations:
Palm Beach Gardens, FL | NYC | Hybrid SS&C, through our partnership with Lighthouse Investment Partners, LLC is seeking a highly motivated Senior Associate to join the Implementation Team supporting an over $20B AUM asset management client. The Implementation Team is responsible for onboarding new investment managers and strategies across a global investment platform. The position will support senior members of the Implementation Team, with a secondary reporting line to the Co-heads of Platform Services and the Group COO. The role offers direct exposure to clients, investment managers, and counterparties, and requires close collaboration with internal teams including Legal, Operations, Technology, Risk and Portfolio Finance. The Senior Associate will play a key role in managing the end-to-end onboarding and transition process, ensuring managers are successfully launched and integrated within a complex, global investment platform. Why You Will Love It Here!
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 Wide Ranging Perspectives:
Committed to Celebrating the
Variety of Backgrounds, Talents and Experiences of Our Employees Training:
Hands-On, Team-Customized, including
SS&C University Extra Perks:
Discounts on fitness clubs, travel and more!
What You Will Get To Do:
-Client and Manager Engagement Support senior team members in managing client and manager relationships during onboarding and transition events. Prepare materials, trackers, and status updates for meetings with managers, counterparties, and internal stakeholders. Join client calls alongside senior leadership, capturing notes, tracking items, and ensuring follow-ups are completed. -Program and Project Management Support Implementation Team in building onboarding project plans, trackers and client deliverables to efficiently manage and track new manager and strategy onboarding. Track deliverables across various internal functional groups including Legal (IAA's, PSAs, KYC), Operations (account set-up, operations, integration, downstream production), Counterparties (PB/ISDA/FCM/Custody), Risk (Guideline Construction and Implementation) and Portfolio Finance (Margin/Financing/Collateral Management) Escalate issues/blockers, track dependencies, and coordinate sequencing to keep launches on schedule. Cross Functional Organization Work in partnership with internal teams and stakeholders to deliver projects and launch managers on a timely basis. Liaise with Operations and Technology teams on static data, trade file specs, reconciliations and UAT readiness. Coordinate with Portfolio Finance and Risk to ensure guidelines, counterparty selection and margin set-ups are delivered on time. -Pipeline and Reporting Maintain the internal proprietary pipeline tool as the single source of truth for all onboarding and transition projects. Produce weekly internal pipeline reports for leadership and client-facing pipeline updates. Track and report key performance indicators and various qualitative factors and trends to support continuous knowledge gathering and continuous improvement. Contribute to the ongoing development of standardized templates, playbooks and checklists.
What You Will Bring:
BA/BS in business, finance, management, organizational behavior or related discipline 4-6 years of experience in onboarding/transition management, hedge fund due diligence and project management. Project Management skills (or credential) with ability to coordinate across multiple verticals and manage complex timelines. Familiarity with various hedge fund structures and multi-asset class products (equities, fixed income, OTC derivatives, swaps, futures, FX). Experience coordinating across counterparties, fund administrators, risk/treasure/operations/ODD Excellent written and verbal communication skills with clients and internal stakeholders Strong Excel/PowerPoint/Project Management skills with ability to build, deploy and manage trackers, dashboards and reports. A contagious team-first attitude, with curiosity to learn, grow and solve problems collaboratively, egos at the door! Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ www.ssctech.com/careers. #LI-HW1 #LI-Hybrid Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity. Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.
New York:
The expected base salary for the position is between $60,000 USD to $130,000 USD. In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company's discretion. Applications will be accepted on an ongoing basis until the position is filled. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee 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.