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SS&C Technologies

Client and Business Integration Analyst

Reposted Yesterday
Be an Early Applicant
In-Office or Remote
2 Locations
Senior level
In-Office or Remote
2 Locations
Senior level
The Analyst supports planning, coordination, and implementation of client and business initiatives, collaborating with various teams to ensure operational efficiency and compliance.
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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

Get To Know Us:

SS&C Technologies is the world’s largest independent 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 proprietary software and solutions to service even the most demanding customers in the financial services and healthcare industries.

SS&C Global Investor Distribution Solutions (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

  • Your Future: Income Protection Insurance

  • Work/Life Balance: Flexible Time Off

  • 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:

The Client and Business Integration Analyst plays a critical role in supporting the planning, coordination, and delivery of business and client initiatives within the Transfer Agency (TA) function. This role partners closely with internal teams and clients to ensure the successful implementation of operational and client-facing change, from requirements definition through to adoption and post-implementation support.

You will work within a dedicated team focused on delivering sustainable change that enhances client outcomes, strengthens operational efficiency, and supports regulatory compliance and long-term strategic objectives.

Key Responsibilities

  • Support the end-to-end delivery of business and client change initiatives, ensuring alignment with business objectives, client commitments, and regulatory requirements.

  • Partner with Transfer Agency Operations, Client Experience, and Line 1 Risk teams to coordinate cross-functional delivery.

  • Define, agree, and document initiative objectives, scope, requirements, success measures, dependencies, and impacts.

  • Lead initiative scoping and contribute to operational process design in collaboration with clients and internal stakeholders.

  • Apply consistent change standards, methodologies, and governance frameworks across all initiatives.

  • Manage initiatives through the full lifecycle, from initiation and design through to implementation and post-go-live support.

  • Track and manage timelines, milestones, resources, risks, and deliverables to ensure agreed outcomes are achieved.

  • Provide regular progress updates, insights, and recommendations to stakeholders and senior leaders.

  • Build and maintain strong relationships with internal teams, clients, fund managers, custodians, and third-party vendors.

  • Identify, assess, and manage risks and issues, embedding effective risk management practices into all initiatives.

  • Perform quality assurance checks to ensure accuracy, completeness, and compliance of deliverables.

  • Maintain documentation, templates, and artefacts to support audit, governance, and regulatory requirements.

  • Coordinate and implement configuration changes across core registry, statements, documents, and forms as required.

  • Act as a subject matter expert, providing guidance and support to teams throughout change delivery.

What Success Looks Like

  • Change initiatives delivered on time, to scope, and in line with agreed requirements.

  • Strong collaboration and effective communication across internal teams and external stakeholders.

  • Positive feedback from clients and partners on delivery quality, engagement, and outcomes.

  • Sustainable process adoption that improves operational performance and client experience.

  • Able to commit to a 12-month Fixed Term Contract.

What You Will Bring:

  • Strong understanding of Transfer Agency operations and fund administration processes, with exposure to business transformation and process change initiatives

  • Highly developed analytical and problem-solving skills, including the ability to interpret data, identify issues, and develop practical solutions

  • Advanced proficiency in Excel

  • Demonstrated drive, resilience, and tenacity, with the ability to work through complexity and maintain momentum

  • Ability to manage competing priorities and perform effectively under pressure without compromising quality

  • Proven experience working collaboratively with cross-functional teams and influencing a broad range of stakeholders

  • Strong written and verbal communication skills, with the ability to clearly convey complex information to technical and non-technical audiences

  • 8+ years’ experience in Financial Services, including 5+ years in Unit Registry, Fund Administration, or Custody environments

  • Experience delivering or supporting change initiatives such as fund launches and closures

  • Exposure to project and change management methodologies, including Agile

  • Polished interpersonal and client engagement skills, with the ability to delegate and provide direction to specialist staff

  • Lean Six Sigma certification is highly regarded

  • Experience with Jira and Trust Architect is desirable but not essential

We encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation. It's 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 @ www.ssctech.com/careers.

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.

Top Skills

Excel
JIRA
Trust Architect

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