SS&C

Manage complex client accounts, ensure high-quality service delivery, support product and infrastructure issues, and collaborate on project planning. | 5+ years in SS&C | Advent support or account management, deep knowledge of APX and ACD, experience with data workflows, networking, and SQL Server. | 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 Associate Managed Services Technical Account Manager Get To Know The Team: The Managed Services Technical Account Manager is responsible for the ongoing delivery of high quality service to Managed Servicesclients. The Steady State Managed Services Technical Account Manager functions as a business analyst and as a central point of contact for SS&C | Advent's most complex clients, managing their technical and operational needs related to their Managed Services. Why You Will Love It Here! • Flexibility: Hybrid Work Model and a 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: • Be the assigned account owner for SS&C | Advent's largest and most complex Managed Services clients • Be responsible for the ongoing delivery of high-quality service to Managed Services clients • Function as a business analyst and as a central point of contact for SS&C | Advent's most complex clients, managing their technical and operational needs related to their Managed Services solution • Have a detailed understanding of clients' Managed Services dedicated environments, including all SS&C |Advent products, integration points, customization, automation and workflow, and manages projects with other SS&C teams • Be responsible for high priority issue management and be an important contributor to major product and infrastructure upgrade planning • Evaluate product workflows and automation systems for Managed Services clients • Maintain client automation workflows • Manage product and infrastructure issues to resolution • Advocate for client success on the Managed Services solution and work in collaboration with the Customer Success Manager throughout the custom lifecycle What You Will Bring: • 5 years' experience in SS&C | Advent technical support, systems support, professional services and/or account management • Deep knowledge of Advent Portfolio Exchange (APX) and Advent Custodial Data (ACD) • Deep knowledge of back and middle office services such as account reconciliation, market data management, and account performance • Strong knowledge of data related workflow and automation in the SS&C | Advent product platform, including 3rd party integration • Knowledge of networking topologies and virtualized systems such as VMWare and Citrix • Knowledge of Microsoft SQL Server • Ability to manage multiple projects/responsibilities to planned deadlines and expectations • Ability to communicate information and conduct training effectively to a broad audience Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers. #LI-HYBRID #LI-DS3 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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. 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. Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions. NY: Salary range for the position: 65,000 USD to 110,000 USD. Washington: Salary range for the position: 65,000 USD to 110,000 USD. California: Salary range for the position: 65,000 USD to 110,000 USD. Colorado: Salary range for the position: 65,000 USD to 110,000 USD.

Support business process improvements, analyze client needs, and assist in project phases related to financial operations. | Experience with transaction processing, client support, and familiarity with financial systems and data analysis tools. | 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 Sr. Financial Operations Analyst Locations: Kansas City, MO | Hybrid Get To Know The Team: In this role you will demonstrate a solid knowledge of multiple vertical lines of business and help strengthen knowledge of business processes, internal systems/applications, software tools, customers' business, and customer relationship skills. Why You Will Love It Here! • Flexibility: Hybrid Work Model & a 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: • Perform activities in support of new lines of business, business process improvements, risk reduction or cost savings initiatives, best practice identification, etc. • Identify efficiencies and value-added solutions that could impact multiple lines of business and departments; analyzes possibilities, capabilities, and constraints; and recommends alternative business solutions. • Provide daily and ad hoc customer support, develops documentation, and completes audits. • Accept escalated issues and works on problems of a moderate scope; analyzes root cause, understands the impact and scope of the problem, and applies judgment within defined practices to determine the appropriate action. • Participate in the initiation, requirements, design, testing, fund setup/conversion, and post-implementation support phases of a project. • Obtain all necessary information from client. • Analyze client needs, provide information and advice regarding best approach and work with internal support and technology staff to develop and implement appropriate solutions. • Support client with annual initiatives including fiduciary fees, mailings, master history purges, dead fund purges, small balance account liquidations, etc. • Help plan and design business processes and make recommendations and changes in order to improve and support business systems and activities • Utilize systems and data to resolve business issues in the most effective and productive manner. • Interface with various levels of management both internally and externally • Work with operations management to relay processing/operations-related client issues. • Assists with daily operation tasks of Financial Operations Representative II (S2) and Financial Operations Representative III (S3) roles What You Will Bring: • Excellent attention to detail and accuracy and strong multi-tasking skills • Computer experience (Word, Excel, Microsoft Outlook) • Interpersonal and customer service skill • Ability to work independently as well as in a team environment • Knowledge of transaction processing and mutual fund industry and transfer agent operations. • General knowledge of SS&C AMS systems and reporting capabilities • Ability to persuade others and manage conflict effectively • Strong service orientation • Ability to ask probing questions and be perceptive in listening to clients' needs in order to provide timely solutions and responses • Ability to handle multiple priorities, meet deadlines, and keep time sensitive commitments. • Ability to obtain information and propose technical solutions that meet the client's need and confirm system requirements. • Adept at coordinating activities and enlisting cooperation from others. Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers. #LI-SG2 #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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. 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.

Coordinate and schedule cargo movement, manage inventory and documentation, liaise with port authorities and vendors, and ensure compliance with safety and regulatory standards. | 3 years customer experience preferred, strong communication skills, proficiency in logistics software and MS Office, knowledge of maritime and warehouse logistics, and ability to manage multiple tasks in a fast-paced environment. | The Logistics Coordinator at a marine port terminal warehouse oversees the efficient and safe movement of cargo and materials by coordinating transportation, scheduling vessel activities, liaising with port authorities and vendors, handling documentation and customs compliance, and managing inventory, all while ensuring regulatory and safety standards are met and facilitating timely cargo flow for successful port operations. These are just a few of the benefits you can expect from working with us! • We provide Uniforms & PPE (laundering included) • (7) Paid Holidays • Excellent benefits, including medical, dental, and 401(k) with match • Excellent Medical, Dental, and Vision Insurance, and short- and long-term disability • 401 (k) with company match and profit sharing • Two weeks of PTO to start • Paid Holidays • Outstanding Culture • Opportunities for growth • Wellness Activities • Team Member Discount Program Here is what you will be doing • Support Operations Manager with the administrative functions of the terminal • Responding to customer inquiries and referring clients to the proper channels • Reviewing purchase orders and shipping documents to ensure accuracy • Making special shipping arrangements as necessary • Tracking and updating shipping information, • Preparing documents for billing and or invoices • Participate in the development of processes • Ensure that the quality of our service meets the standards of the company and clients • Schedule and coordinate day-to-day activities in the warehouse and interchange • Inspect pick-up and delivery paperwork to ensure the client's needs are met • Communicate effectively with team members to ensure customer orders and information is provided. • Effectively use inventory software • Work closely with Operations to manage inventory levels. Requirements . • Should have excellent verbal and written communication skills • Ability to work in a fast-paced environment • Understanding of the supply chain, including common obstacles and effective solutions • Proficient in MS Office (Excel and Word, in particular) • Proficient in standard logistics software • Excellent analytical, problem-solving solving and organizational skills • Attention to detail • Strong knowledge of maritime and warehouse logistics practices, including documentation, cargo handling, and legal compliance. • Ability to manage multiple tasks, resolve delivery delays or discrepancies, and facilitate efficient cargo flow. • Experience with computerized inventory or maintenance management systems (CMMS) and logistics IT applications. • Effective communication and collaboration with internal teams and external stakeholders (port authorities, customs, vendors, and vessel crews). • 3 Years of customer experience preferred but not required Physical requirements for this role • Light work: Exerting up to 20 lbs. of force occasionally, up to 10 lbs. frequently, or a negligible amount constantly • Prolonged sitting: Sitting at a desk for extended periods of time • Ability to don appropriate PPE (Safety-toed boots, Vest, hard hat, gloves, Reflective vest) and walk within a warehouse or terminal setting. #IND1

Analyze and document business processes and requirements, partner with product managers to translate needs into actionable Agile team tasks, and maintain stakeholder relationships. | Bachelor’s degree, experience as IT Product Owner, Business Analyst, or Functional Analyst supporting application development, strong communication and organizational skills, and Agile collaboration experience. | Position Title: FUNCTIONAL ANALYST - REMOTE Salary: $100,000 - $120,000 Other Forms of Compensation: SSC Services for Education is known for our expertise, commitment, and value; and we at SSC truly believe that our people are our greatest asset. By utilizing our associates’ knowledge and experience alongside SSC’s extensive training, providing supportive management, and offering unparalleled wage and benefit packages as well as career advancement opportunities, we have developed a workforce that differentiates us from our competitors. SSC Services for Education is a Nationwide Best in Class Facility Service Provider. As a member of Compass Group, North America, we want you to be as great as you can be. We empower our associates to direct their own future, keeping them confident that we support them every step of the way. As a result, our associates embody greatness through their actions, natural passion for quality, and a can-do attitude. The opportunity for greatness is real at SSC and throughout the Compass world. This position is eligible for an Employee Referral Bonus! If you know someone that is qualified for this role, please use the ‘job search’ in PeopleHub to refer your referral and email them a link to apply. Your referral will be able to apply by clicking the link in the email. You can check the status through your profile, accessible via Careers in PeopleHub, by clicking on ‘referral tracking.’ For Employee Referral guidelines, FAQs and the Compass Employee Referral Policy, email MyReferral@compass-usa.com. Job Summary We are seeking a Functional Analyst who will serve as a trusted partner to key stakeholders across SSC. This role will collaborate closely with business and IT teams, ensuring that business needs are clearly understood, translated into actionable requirements, and delivered through Agile processes. This role requires strong analytical skills, excellent communication, and a passion for enabling operations through technology. Key Responsibilities: • Analyze, research, and document business processes and stakeholder requirements. • Partner with the Product Manager to translate business needs into clear, actionable requirements for Agile teams. • Build and maintain strong relationships with stakeholders and cross-functional leaders. Preferred Qualifications: • Bachelor’s degree required. • Prior experience as an IT Product Owner, Business Analyst, or Functional Analyst supporting application development (preferably large enterprise or mission-critical applications). • Strong written and verbal communication skills. • Excellent organizational and time management abilities. • High attention to detail with strong analytical and problem-solving skills. • Passion for quality and continuous improvement. • Experience collaborating with UX teams to shape user interactions. Apply to SSC today! SSC is a member of Compass Group USA. Click here to Learn More about the Compass Story Associates at SSC are offered many fantastic benefits. • Medical • Dental • Vision • Life Insurance/ AD • Disability Insurance • Retirement Plan • Paid Time Off • Holiday Time Off (varies by site/state) • Associate Shopping Program • Health and Wellness Programs • Discount Marketplace • Identity Theft Protection • Pet Insurance • Commuter Benefits • Employee Assistance Program • Flexible Spending Accounts (FSAs) • Applications are accepted on an ongoing basis • Paid Parental Leave • Personal Leave Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Washington State, Maryland, or to be performed Remotely, click here for paid time off benefits information. Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law. Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act. Applications are accepted on an ongoing basis. SSC maintains a drug-free workplace.

Manage daily cash and position reconciliations for loan accounts, oversee a team of analysts, coordinate break resolution, and prepare KPI reports to improve processes and mitigate risk. | Bachelor's degree in finance or related field, 5+ years in financial services loan operations, knowledge of syndicated loans, and strong communication and client management skills. | 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 Associate Manager, Loan Operations Locations: Los Angeles, CA| Hybrid Get To Know The Team: SS&C is looking for an Associate Manager to join our Loan Operations team.The candidate is responsible for monitoring and resolving cash and position discrepancies between the bank and agent banks for some of our largest loan clients. This includes performing root cause analysis, KPI reporting and coordinating break resolution with all parties.The ideal candidate will have experience in the Loan asset class as well as oversight and implementation of best reconciliation practices. 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: • Assume responsibility over the daily Position/ Transaction and Cash reconciliations of multiple accounts to Custodians/Clients & Agent banks. • Work closely with the Client, internal teams, and custodians/agents to ensure timely resolution of breaks and issues and mitigate risk for our clients. • Oversee a team of analysts and build strong reconciliations processes and procedures. Ensure team adheres to best business practices of the firm. • Prepare daily, weekly, monthly, and quarterly KPIs to track trends and workflow issues. • Review root cause analysis to make recommendations to improve processes, create efficiencies and mitigate risk. What You Will Bring: • Bachelors degree in finance or related discipline • 5+ years financial services/securities industry experience in operations and loan operations working for either a prime broker, administrator or hedge fund • Understanding of syndicated loans; including closing and maintenance of loans as well as the interrelationship with agent banks • Advent Geneva experience a plus • Knowledge of WSO, LoanSERV and Clearpar a plus • Strong written and verbal communication skills • Proven ability to work under pressure and make deadlines • Solid client relationship management skills Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers. #LI-Hybrid #LI-TR1 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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. 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. Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions. California: Salary range for the position: 85,000 USD to 125,000 USD.

Manage enterprise programs for strategic clients, collaborate with executives and internal teams, ensure project visibility and escalation, and improve processes and client experience. | Master's degree or equivalent experience, 6-10 years in financial services program management, knowledge of mutual funds and alternative investments, leadership skills, and strong organizational and communication abilities. | 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 Associate Director Sr. Program Manager Locations: United States | Remote Get To Know Us: SS&C GIDS provides information processing and computer software services and products. The Company's operating segments include financial markets, customer management, professional services, and output solutions. SS&C GIDS serves the alternative investments, asset and wealth management, banking and lending, insurance, and real estate industries. 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 to Varity of Backgrounds, Talents and Experience 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: • Manage enterprise programs for strategic clients, ensuring timely and budget-friendly outcomes through collaboration with relevant teams. • Engage with executives and management both internally and with clients to discuss program initiatives. • Collaborate with internal teams to identify optimal solutions for both SS&C and the client. • Employ tools and processes to ensure proper visibility and escalation of projects. • Participate in initiatives to enhance processes, reduce costs, train staff, and improve client experience. What You Will Bring: • Requires a minimum of a Master's degree or, a Bachelor's or a high school diploma with 6-10 years of related experience in Financial Service industry as program manager. • Experience in the financial services sector, particularly in mutual funds and alternative investments, with a strong focus on account management operations and program management. • A proven track record of leading high-performing teams to meet or exceed project execution and delivery goals. • Extensive experience managing all aspects of the asset management lifecycle. • In-depth knowledge of various operational functions and principles within the mutual funds industry, including finance, customer service, production, and employee management. • Agile leadership skills complemented by robust strategic planning experience. • Exceptional organizational, communication, and leadership abilities, as demonstrated by past professional achievements. • Strong working knowledge of data analysis and performance metrics. • Capable of managing multiple high-priority tasks simultaneously. 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-JS1- Remote 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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. 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.