Senior Investment Analyst

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SS & C Technologies Inc
Analyst, Research, Excel, Analytical, Management, Systems, Development
Full Time

Job Description

The speed of technology. The influx of data. Shifting regulations. Increased customer expectations.

That's where you'll find SS&C, helping clients find opportunity in ever-changing and complex customer, business, and regulatory requirements. Mastering complexity is a constantly changing and evolving challenge - one that only a few people can embrace and thrive upon.

If you see your opportunity in complexity, then we are the right fit for you.

Job Description:

Organizational Overview:

SS&C ALPS. is a leading provider of innovative investment products and customized servicing solutions to the financial services industry. Founded in 1985, Denver-based ALPS delivers its asset management and asset servicing solutions through offices in Boston, Dallas, Miami, New York, San Francisco, Seattle, and Toronto.

Role Overview:

As a member of the ALPS Advisors investment management team, the Senior Investment Analyst will perform portfolio management duties, including gaining a firm understanding of the firm's order management system (Eze), to assist in the daily maintenance, trading, and settlements of the firm's 30+ ETF's and mutual funds ("the funds"). Additionally, the Senior Investment Analyst will assist with ETF Capital Markets to ensure the firm's ETFs are trading properly in the market each day.

Research duties include generating weekly, monthly, and quarterly ETF research content, Board reports, white papers, RFP's, competitive analysis using Morningstar, as well as other ad-hoc analytics requested by clients. The Senior Investment Analyst will participate in ETF marketing strategies, present to the sales force on weekly calls, and assist with product development of new ETFs. The position will require heavy interaction with ALPS legal, compliance, fund accounting, sales, and various fund partners / index providers to ensure the best client experience. Strong leadership skills will be needed to oversee and delegate ongoing team projects for timely completion, as well as strong Excel skills for research and trading purposes.


Extensive Excel skills required

Strong Analytical skills required with CFA or progress towards

Strong Communication skills required

Morningstar Direct experience a plus

Knowledge of Order Management Systems (OMS), such as CRD and EZE a plus

Trading experience a plus

Compensation: The compensation range for this position is $60,000 to $100,000. (This position is eligible to participate in a company bonus plan and stock program].

Benefits: SS&C offers a comprehensive benefits package including: Medical, Dental & Vision; HSA & FSA; Life & Disability; Accident, Hospital & Critical Illness; Flexible, Sick and Holiday Paid Time Off; 401(k) with Company Match; Employee Assistance Plan; Education Assistance; Professional Development and Employee Discounts.


Denver Colorado

SS&C is an equal opportunity employer and values a diverse and inclusive workplace. All qualified candidates will receive consideration for employment without regard to age, race, color, religion, genetic information, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. For more information about Equal Opportunity in the Workplace please click here and here. SS&C is committed to working with and providing reasonable accommodation to job applicants with disabilities. If you are a qualified individual with a disability and need an accommodation or accessibility assistance to complete the online application, please contact us at for assistance.

Company Information

S&C Technologies Holdings (NASDAQ: SSNC) is the world’s largest hedge fund and private equity administrator, as well as the largest mutual fund transfer agency. SS&C’s unique business model combines end-to-end expertise across financial services operations with software and solutions to service even the most demanding customers in the financial services and healthcare industries. SS&C owns and operates the full technology stack across securities accounting, front-to-back-office operations, performance and risk analytics, regulatory reporting, and healthcare information processes. SS&C’s trusted and proven technology delivers an unparalleled level of scalable capabilities for the most complex portfolios, the most sophisticated strategies, and the highest volumes of transactions. Through a series of carefully selected acquisitions and organic growth, the breadth and depth of SS&C’s expertise in financial services and healthcare technology are unmatched. Founded in 1986 and headquartered in Windsor, Connecticut, the company is home to 22,000+ employees across 150 office locations in 35 countries globally. With 18,000+ clients across spanning the health and financial services industries, our customer’s needs and requirements are always at the forefront of our strategy.

Dice Id : 10185448
Position Id : R252379
Originally Posted : 4 months ago

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