Investment Associate/Analyst focused on financial analysis of tech investments at Flashpoint. Engaging in due diligence, relationship management, and portfolio reporting for growth - stage companies in dynamic environments.
About the role
- Associate Manager overseeing financial services operations at SS&C, a leading healthcare technology company. Supporting operational finance for mutual funds and alternative investment products.
Responsibilities
- Establish & lead collaborative relationships between customers and the SS&C organization
- Communicate with customers via conference calls, written electronic correspondence, and in face-to-face meetings
- Educate customers on implementing our products and services
- Analyze, anticipate, and identify customer needs and recommend innovative solutions
- Complete system change requests
- Research and resolve any system issues reported by customers
- Leverage extensive in-house training programs for industry knowledge and product expertise
- Mentor & lead less experienced associates
- Establish work priorities, plan projects, and ensure timelines are met
- Prepare status reports for customers
- Coordinate face-to-face meetings with customers onsite and at their location
- Ensure contractual obligations are achieved
- Assist in onboarding new customers as they transition to SS&C's industry leading solutions
Requirements
- Bachelor’s degree and 3+ years of client facing work-related experience required ideally in financial services, with a preference for experience in transfer agency.
- Excellent written and verbal communication skills
- Problem solving and numerical reasoning skills; ability to analyze data and take action
- Career oriented, highly motivated, and self-starting individual
- Ability to work in a fast paced, team environment
- Efficient time management with strong organizational skills
- Ability to quickly learn and adapt to new systems, processes, plans, and programs
- Proficiency using tools such as Word, JIRA, Chorus/AWD, TA2000, 3270, and Microsoft Excel a plus
- Must be willing to work on site a minimum of 6 days/month
Benefits
- 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!
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Gerente TI I Core Banking at Riachuelo overseeing technology solutions for banking and finance systems. Leading multidisciplinary teams while ensuring performance and compliance in tech platforms.
Supervisor of Strategic Planning for the largest independent communication group in Southern Brazil. Focus on strategic insights, data analysis, and comprehensive market strategies.
Senior Analyst managing governance and control initiatives within Globo’s financial and operational framework. Collaborating across diverse teams and establishing effective governance models.
Intern supporting budget area in accurate cost analysis for projects. Collaborating in reading plans and supplier quotations for construction projects.
Finance Analyst with fiscal and accounting focus at Twygo, a unique LMS platform. Responsible for operational financial activities and providing insights to management.
Product Manager leading the Open Finance squad at Banco Bmg, collaborating across various departments and engaging in the financial sector.
Financial Analyst at Alpargatas ensuring financial process efficiency and strong stakeholder relationships. Contributing to service excellence and operational effectiveness in a hybrid work environment.
Associate role in financial modeling for public - private partnerships in infrastructure at Deloitte. Collaborate with international clients and develop complex financing solutions.
Production Management role defining vision and operational deployment within the Banking Solutions sector. Overseeing strategy maintenance and fostering innovation in product ideas.