Associate Operations Analyst

Reposted Yesterday
Be an Early Applicant
Jacksonville, FL, USA
In-Office
Entry level
Fintech • Software
The Role
The Associate Operations Analyst will manage transaction downloads, reconcile accounts, audit systems, calculate portfolio performance, prepare reports, and resolve client inquiries.
Summary Generated by Built In

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

Job Title: Associate Operations Analyst

Locations: Jacksonville FL – Hybrid 6x a month

About the Role

Join the company ranked #1 on the list of Best Places to Work in Jacksonville. SS&C Advent, the world's leading provider of automated solutions for investment professionals since 1983, is seeking a talented, Associate Operation Analyst at the Managed Services office in Jacksonville, FL.

Managed Services is the leading outsourcing provider to the global financial industry, capable of meeting the most demanding requirements for efficient, secure and scalable back office processing, portfolio accounting and financial reporting capabilities. Training will be provided for this entry-level position.

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 

  • Daily download of transactions, prices, and positions from various electronic interfaces.
  • Manage reconciliation of client accounts and transactions.
  • Audit internal systems to match custody statements.
  • Calculation of investment portfolio performance figures.
  • Prepare daily, monthly & quarterly investment reports.
  • Resolve client inquiries & data related issues.

Required Experience

  • Proficiency with Microsoft Office (specifically Excel, Word, and PowerPoint) is required.
  • Bachelor's degree from a 4 year college or university.
  • Investment industry experience or a degree in Finance / Economics is preferred.
  • Experience with Advent software products (Axys, APX) is preferred.
  • Required critical traits include:
    • Exceptional communication, both verbal and writing, skills. 
    • Detail-oriented with strong organization skills.
    • Excellent critical and strategic thinking skills. Must be able to quickly gather & analyze data.
    • Excellent multi-tasking skills.
    • Ability to build relationships, both internally and with clients.
    • Results oriented.

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

  • Proficiency with Microsoft Office (Excel, Word, PowerPoint)
  • Bachelor's degree from a 4 year college or university
  • Investment industry experience or a degree in Finance / Economics
  • Experience with Advent software products (Axys, APX)

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.

  • 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.
  • 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.
  • 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

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The Company
HQ: Windsor, CT
22,000 Employees
Year Founded: 1986

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.

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