Principal Engagement Specialist at SS&C Technologies

Hyderabad, Telangana, India -

Full Time

Start Date

Immediate

Expiry Date

21 Mar, 26

Salary

0.0

Posted On

21 Dec, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Post Trade Operations, Client Onboarding, Trade Exceptions Management, Confirmation Process, Settlement Notification, Trade Lifecycle Events, Equities, Fixed Income, Derivatives, Order Management System, Client Service, Analytical Skills, Communication Skills, Attention to Detail, Risk Management, Project Management

Industry

Software Development

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 SS&C Eze: Operational Services – Post Trade Operations Specialist SS&C Eze (Eze) is seeking a Post Trade Operations specialist to join its Operational Services team in its Hyderabad office. We are looking for a candidate who has a proven track record in financial services discipline, with a stress on Middle office experience and can provide excellent service to our clients in the investment industry. Successful candidates will be highly driven and have an excellent understanding of the asset management business. As a Post Trade Operations specialist, the candidate will be responsible for key functions in Client onboarding implementations, Trade exceptions management, Confirmation/Affirmation process, Settlement notification. It involves the understanding of trades flow in broker matching platform vendors like CTM, NYFIX matching, SSCNet along with other applications like TradeSuite, ALERT, Settlement Instruction Manager etc. It requires continuous communication with stakeholders - Clients/Broker Dealers/Custodians or any other interested 3rd parties and ensure all exceptions are managed within deadlines. Your daily responsibilities will include (but are not limited to): Work in partnership with our clients to ensure that trades are allocated, matched, affirmed/confirmed, and settled in a timely manner to safeguard the firm's capital and reputation and to meet the client SLAs. Work closely with our clients to proactively manage risk, and challenge existing business processes on a day-to-day basis. This will include understanding and meeting the evolving expectations of key clients of the firm and driving and following through on any efficiency initiatives to implementation. Communicate with various 3rd parties to resolve mismatches. Handing of trade exceptions in a timely manner to avoid settlement delays. Manage end to end implementation of Vendor connectivity and ensure smooth Go Live experience to clients Manage multiple implementation projects without compromising on project deadlines Attributes: Strong understanding of trade lifecycle events Product knowledge – Equities, Fixed Income, Derivatives Good to have Order Management System (OMS) experience Effectively handles difficult situations, build trust, long-term relationships with clients and manage client/business expectations as well as being able to view problems through the eyes of the client Excellent client service skills with experience gained within a fast-paced Client Service/ Operational role Ability to work in dynamic environment, proven history of being able to react to changing priorities Willingness to work in night shifts Analytical, verbal, and written communication skills Strong emphasis on quality, professionalism, and excellence Attention to detail Qualifications and experience: 3-10 years’ experience in financial or technology setting Preferred exposure or working knowledge on SQL Good to have Order Management System (OMS) experience Prior exposure in implementation capacity and onboarding clients About SS&C Eze: SS&C Eze is a premier provider of global investment technology to support the front, middle and back office. The Eze Software Investment Suite addresses the core business needs of the asset management community, including Order Management, Trade Execution & Analytics, Portfolio Analytics & Modelling, Compliance & Regulatory Reporting, Commission Management, Data Management and Portfolio Accounting. Eze Software partners with more than 2,000 buy-and sell-side institutions in 30 countries across North and South America, EMEA, and Asia Pacific. Clients include hedge funds, institutional asset managers, mutual funds, pension funds, endowments, family offices, wealth managers, and broker-dealers across a range of strategies, investment products, and asset classes. Based in Boston, Eze Software employs more than 1,000 associates in 12 offices worldwide. 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. 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.

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Responsibilities

The Post Trade Operations specialist will manage client onboarding implementations, trade exceptions, and settlement notifications while ensuring timely trade allocation and settlement. The role requires continuous communication with stakeholders to resolve issues and manage risks effectively.