Investment Analyst

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 mid-market firms rely on SS&C for expertise scale and technology.

Job Description

Get To Know Us:

SS&C Technologies is the worlds largest independent hedge fund and private equity administrator as well as the largest mutual fund transfer agency. SS&Cs unique business model combines end-to-endexpertiseacross financial services operations with proprietary software and solutions to service even the most demanding customers in the financial services and healthcare industries.

Why You Will Love It Here!

• Flexibility: Hybrid Work Model

• Your Future: Income Protection Insurance

• Work/Life Balance: FlexibleTimeOff

• Your Wellbeing: Private Health Insurance discount Primary & Secondary Paid Parental leave Death & TPD Insurance

• Diversity & Inclusion: Committed to Welcoming Celebrating and Thriving on Diversity

• Training: Hands-On Team-Customised including SS&C University

• Extra Perks: Discounts on fitness clubs travel and more!

What You Will Get To Do:

We are seeking a highly motivated Investment Analyst to join our growing investment team. This role will support investment decision-making through in-depth financial analysis market research and portfolio monitoring while also ensuring the accurate processing and reconciliation of investment data. The successful candidate will work closely with senior investment professionals and operational teams to evaluate opportunities assess risks and contribute to portfolio performance.

This is an excellent opportunity for a detail-oriented and analytical professional looking to build a career in investment management within a collaborative and fast-paced environment.

This is a 6-month fixed-term contract role.

• Conduct financial modelling valuation analysis and investment research to support investment decisions.

• Analyse financial statements market trends and industry developments to identify potential investment opportunities.

• Support due diligence processes for new investments including data gathering analysis and preparation of investment materials.

• Monitor portfolio investments and provide performance analysis and reporting.

• Prepare investment memoranda presentations and reports for internal investment committees.

• Upload daily investment files for Acclaim DAH and RAIZ.

• Investigate exceptions produced by investment file uploads and resolve discrepancies.

• Reconcile investment-related data across systems and ensure accuracy.

• Process transactions to correct investment-related data where required.

• Work with the **Prod-Support team

What You Will Bring:

• Bachelors degree in finance Economics Accounting Business or a related discipline.

• 13 years of experience in investment analysis financial modelling or a related role within the financial services industry.

• Strong analytical and quantitative skills with a solid understanding of financial statements valuation methodologies and investment concepts.

• Proficiency in financial modelling tools (e.g. Excel VBA) and financial data platforms (e.g. Bloomberg Refinitiv Eikon FactSet Capital IQ).

• Experience analysing equities private markets private credit or alternative investments.

• Excellent written and verbal communication skills with the ability to present complex information clearly and concisely.

• High attention to detail and accuracy.

• Ability to work independently and collaboratively as part of a team in a fast-paced environment.

• Demonstrated problem-solving abilities and a proactive approach to tasks.

• Advanced proficiency in Excel and PowerPoint.

• Progress toward or completion of a professional qualification such as CFA Charter.

We encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation. Its important to us that we strive to have a workforce that is diverse in the widest sense.

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 fee-based recruitment services.

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.