SS&C Technologies · 19 hours ago
Client and Business Integration Analyst
Greater St. George Area
Full-time
Hybrid
Senior Level, Lead/Staff
8+ years expSS&C Technologies is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut. 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 function, ensuring successful implementation of operational and client-facing changes.
Cloud ManagementEnterprise SoftwareFinanceFinancial ServicesHealth CareProfessional ServicesSoftwareSoftware Engineering
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
Qualification
Required
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
Preferred
Lean Six Sigma certification is highly regarded
Experience with Jira and Trust Architect is desirable but not essential
Benefits
Flexibility: Hybrid Work Model
Income Protection Insurance
Flexible Time Off
Private Health Insurance discount
Primary & Secondary Paid Parental leave
Death & TPD Insurance
Discounts on fitness clubs, travel and more!
Company
SS&C Technologies
SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial
10001+ employees
H1B Sponsorship
SS&C Technologies has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (105)
2024 (59)
2023 (74)
2022 (35)
2021 (30)
2020 (21)
Funding
Current Stage
Public CompanyTotal Funding
$750M2024-05-02Post Ipo Debt· $750M
2005-07-27Acquired
1996-05-31IPO
Leadership Team
Anthony Caiafa
Global CTO / CIO
Brian Schell
EVP, Chief Financial Officer
Recent News
Business Wire
2025-12-03
2025-11-25
MarketScreener
2025-11-25
Company data provided by crunchbase