SS&C Technologies

Treasury & Portfolio Finance Analyst (LH BPO)

SS&C Technologies$60K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5–8 years in Prime Brokerage, Clearing firm, or hedge fund setting.
  • Strong experience in margin, financing, securities lending, and client service.
  • Background in supporting hedge fund launches and onboarding.
  • Understanding of margin and funding mechanics across asset classes.
  • Ability to collaborate effectively across teams.

Responsibilities

  • Oversee daily treasury operations including margin, financing, and cash management.
  • Act as the primary contact for Prime Brokers and counterparties regarding funding.
  • Coordinate with internal teams on fund setup and capital deployment.
  • Lead the development of internal securities lending infrastructure for Portfolio Managers.

Benefits

  • 401k Matching Program and Professional Development Reimbursement.
  • Flexible Personal/Vacation Time Off and Paid Holidays.
  • Comprehensive medical, dental, and vision coverage.
  • Employee Assistance Program and Parental Leave.
  • Team-customized training including access to SS&C University.
  • Discounts on fitness clubs and travel.
Full Job Description

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

Treasury & Portfolio Finance Analyst
Location: Palm Beach Gardens, FL or New York, NY

SS&C, through our partnership with Lighthouse Investment Partners, LLC is seeking a highly motivated and experienced Treasury & Portfolio Finance Analyst to join our Portfolio Finance team. This individual will play a critical role in managing daily treasury operations, engaging with counterparties, and supporting the firm’s funding and securities lending activities across our managed account portfolios.

Why You Will Love It Here!

  • 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:

  • Oversee daily treasury functions, including margin, financing, and cash management across managed accounts.
  • Serve as the primary point of contact with Prime Brokers, FCMs, and counterparties for margin and funding discussions.
  • Coordinate with internal Lighthouse teams on fund set-up and capital deployment requirements.
  • Lead the development and implementation of an internal securities lending infrastructure for PMs.

What You Will Bring:

  • 5–8 years of experience in a Prime Brokerage, Clearing firm, or hedge fund environment.
  • Strong background in margin, financing, securities lending, and client service.
  • Experience supporting hedge fund launches and fund onboarding.
  • Solid understanding of margin and funding mechanics across asset classes.
  • Demonstrated collaborative approach and ability to work effectively across teams

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-HW1 #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.

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: 60000 USD to 130000 USD.

About SS&C Technologies

SS&C Technologies is a provider of software products and software-enabled services to the financial services industry. The company's products and services are used by various financial institutions, including banks, hedge funds, private equity firms, and insurance companies. SS&C operates in three business segments: Institutional and Investment Management, Alternative Asset Management, and Insurance and Financial Services. The company was founded in 1986 and is headquartered in Windsor, Connecticut.
Learn more about SS&C Technologies
Size
24,900 employees
Market Cap
$13.1 billion
Industry
Net Income
$625.2 million
Founded
1986
5 Year Trend
+27.8%
Revenue
$4.6 billion
NASDAQ

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