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 27000 employees in 35 countries. Some 20000 financial services and healthcare organizations from the worlds largest companies to small and midmarket 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 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 thirdparty partners.

The ideal candidate is detailoriented processdriven 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: HandsOn TeamCustomized including SS&C University
• Extra Perks: Discounts on fitness clubs travel and more!

What You Will Get To Do:

• Client Onboarding: Manage the endtoend 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.
• ProblemSolving: 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 bachelors 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 @ 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 feebased recruitment services.