SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 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
Job Title: Associate, Investment Operations
Locations: Windsor, CT (hybrid) or Evansville, IN (hybrid)
About the Role
Launch your career in investment operations while gaining hands-on exposure to a diverse range of financial products and institutional investment portfolios. In this role, you’ll work alongside industry experts and cross-functional teams to support critical investment operations, solve complex challenges, and build valuable expertise in financial markets and client service.
Why Join SS&C
SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.
You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.
How You Will Make an 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 internal teams including Accounting, Data Management, Technology, Product and Client Service 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 the continuous improvement of team workflows and controls
Required Experience
- 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 with the ability to investigate issues and identify solutions
- 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
What Sets You Apart
- 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
Join SS&C, where innovation meets global opportunities. Click here to apply.
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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.
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.
Skills Required
- Bachelor's degree in Finance, Accounting, Economics, Business, Mathematics, or a related field
- 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
- Internship, co-op, or relevant work experience in financial services, operations, accounting, or client service
- 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
SS&C Technologies Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SS&C Technologies and has not been reviewed or approved by SS&C Technologies.
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Leave & Time Off Breadth — Leave policies are described as generous, including flexible or unlimited vacation and broadly positive views of PTO as a meaningful part of the overall package.
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Retirement Support — Retirement benefits are positioned as a notable strength, with repeated references to a 401(k) plan with company matching as a valued component of rewards.
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Equity Value & Accessibility — Equity and stock-related incentives are highlighted as a bright spot, with stock incentives described as excellent in some roles and contributing positively to perceived total rewards.
SS&C Technologies Insights
What We Do
SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 22,000+ employees in over 150 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.
