Trading Operations & Onboarding Associate

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

Trading Operations & Onboarding Associate

Location: Denver, CO | Hybrid

Get To Know Us:

SS&C ALPS Advisors is seeking a Trading Operations and Onboarding Associate to support the efficient execution of trading activity and client onboarding across a range of investment strategies. This role is instrumental in ensuring operational accuracy, timely account setup, and smooth coordination across internal teams, custodians, and third-party partners.

The ideal candidate is detail-oriented, process-driven, and eager to grow within the asset management industry. This role offers exposure to trading workflows, portfolio operations, and client servicing in a dynamic and collaborative environment. A strong foundation in financial markets, excellent communication skills, and a commitment to operational excellence are essential for success in this position.

Why You Will Love It Here!

• Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
• 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 Onboarding: Manage the end-to-end onboarding process for new Managed Account clients, ensuring a seamless and efficient experience. This includes:
  • Collecting and verifying client data.
  • Coordinating with internal teams (e.g., legal, compliance, technology).
  • Setting up client accounts on our trading platform.
  • Tracking onboarding progress and reporting on key metrics.
  • Identifying and resolving any onboarding issues.

• Trading Operations Support: Provide critical support to the trading team by:
  • Processing client requests (e.g., deposits, withdrawals, transfers).
  • Executing trades and rebalancing client accounts according to established strategies.
  • Managing and reconciling trade data.
  • Monitoring account performance and identifying potential issues.
  • Generating reports and providing data analysis.

• Collaboration: Work closely with other teams, including sales, client service, and technology, to ensure a coordinated and effective approach to client onboarding and trading operations.

What You Will Bring:

• Project Management: Ability to manage tasks, meet deadlines, and collaborate with multiple teams. Familiarity with project tracking tools is beneficial.
• Financial Services Knowledge: Understanding of financial markets and investment products. Experience with SMAs or similar investment vehicles is a plus.
• Working with Data: Strong attention to data accuracy and experience working with large datasets. Proficiency in Excel and similar tools.
• Technical Skills: Comfortable learning new systems and tools. Experience with trading platforms or portfolio management systems is a plus.
• Attention to Detail: High level of accuracy and thoroughness, especially important in onboarding and trading processes.
• Communication: Excellent written and verbal communication skills. Ability to clearly and effectively communicate with clients and internal teams.
• Problem-Solving: Able to quickly identify issues and contribute to effective solutions.
• Organizational Skills: Highly organized and able to manage multiple tasks simultaneously.
• Teamwork: Ability to work effectively in a team environment and contribute to a positive and collaborative culture.
•  Education: A bachelor's degree in finance, business, or a related field is preferred.

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.

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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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.

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.

Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.

Colorado: Salary range for the position: $65,000 USD to $75,000 USD.