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:

• Bachelor's degree in Finance, Business, or a related field preferred
• Solid understanding of financial markets and investment products; experience with SMAs or similar investment vehicles is a plus
• Hands-on experience in at least one of the following: SMA operations, trading desk support, or investment operations
• Ideal candidate will have experience onboarding clients, including data validation, working with custodial accounts, and ensuring accuracy across systems
• Familiarity with trading or portfolio management platforms such as Moxy, Genesis, Advent, or similar systems preferred
• Strong attention to detail with a high level of accuracy, particularly in onboarding and trading processes
• Excellent written and verbal communication skills, with the ability to collaborate effectively across teams and with clients
• Proactive problem-solver with the ability to quickly identify issues and implement solutions
• Highly organized, able to manage multiple priorities, and perform well in a fast-paced, deadline-driven environment
• Team-oriented mindset with a commitment to contributing to a positive and collaborative culture

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.

#LI-RS1

#LI-HYBRID

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 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.