Job Description

SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 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

Business Support Analyst

Locations: Melbourne, Australia| Hybrid

Get To Know Us:

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

As a leading innovator in technology-powered solutions, outsourced administration and operational services focused on the global financial services industry, SS&C has a network spanning the major financial and commercial centres of North America, Europe, Asia, and Australia. SS&C is also the world’s largest hedge fund and private equity administrator, as well as the largest mutual fund transfer agency.

As a provider In Australia, SS&C is a specialist provider of outsourced registry services with a technology focus and high levels of automation across institutional & retail solutions. Predominately located in Melbourne and Sydney with 600+ employees, most of the Australian division work on Unit Registry (referred to as Transfer Agency around the world) technology and services. SS&C’s Transfer Agency business is the largest provider of Unit Registry services in Australia, providing Fund Manager, Custodians and end to end service offering.

Why You Will Love It Here!

• Flexibility: Hybrid Work Model
• Your Future: Income Protection Insurance & Salary Continuance
• Work/Life Balance: Generous Bereavement & Compassionate leave
• 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-Customized, including SS&C University
• Extra Perks: Discounts on fitness clubs, travel and more!

What You Will Get To Do:

Reports to: Manager, Specialist and Business Support

Opportunity snapshot:

The Business Support Analyst plays a critical role in supporting SS&C's Transfer Agency and Fund Administration operations through the delivery of core operational services, specialist regulatory activities, operational change support and business integration initiatives.

The role combines day-to-day operational ownership with responsibility for complex exception management, regulatory reporting, operational readiness and continuous improvement activities. The incumbent acts as a key liaison between operational teams, technology, compliance, fund managers and external stakeholders to ensure operational integrity, service excellence and regulatory compliance.

A significant component of the role involves the end-to-end management of FATCA and Common Reporting Standard (CRS) annual reporting obligations for approximately 70 Fund Managers. This includes project planning, data validation, stakeholder engagement, regulatory lodgements, issue resolution and oversight of more than 1,000 trust reporting submissions annually. The role requires strong technical expertise in investor tax classifications, trust structures, ATO reporting requirements and registry systems, together with the ability to manage multiple stakeholders and critical regulatory deadlines.

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Key Accountabilities:

Business Support Services (Core BAU Ownership)

Deliver critical operational support activities across Transfer Agency:

• Process manual domestic and international payments
• Investigate and resolve Direct Link / ABA errors and payment issues
• Support banking fee processing and reconciliation
• Produce monthly KPI reporting and operational metrics
• Perform client invoicing activities
• Manage and track operational and change-related tickets
• Respond to operational queries and support requests

Ensure all activities are:

• Accurate and completed within SLA
• Controlled and compliant with operational procedures
• Documented and auditable

Specialist Operational Activities

Perform and support specialist and exception-based activities, including:

• Complex operational queries and escalations
• Distribution estimates and distribution coordination
• Ecrion output management (statements holding, templates, inserts, deployment)
• Regulatory review and lodgement support
• Management fee rebates and related activities
• Complex reconciliations investigations and issue resolution

Act as an escalation support point for non-standard processing and exceptions.

Operational Change & Testing Support

Support the delivery of operational change and readiness activities:

• Assist with User Acceptance Testing (UAT) execution
• Execute test cases aligned to operational workflows
• Support validation of system changes and enhancements
• Assist in identifying and documenting defects and issues
• Support updates to operational procedures and documentation.
• Contribute to go-live readiness activities

Business Integration Support

As required or as directed by the Manager, support Business Integration initiatives:

• Assist with project support and coordination activities
• Support new client onboarding and operational readiness
• Contribute to testing and business validation activities
• Assist with distribution coordination and setup tasks
• This support is provided on a flexible basis alongside core operational responsibilities.

Operational Systems & Process Understanding

• Develop strong understanding of registry systems and workflows
• Follow defined processes and controls across all activities
• Identify and escalate system or process issues
• Contribute to process improvements and efficiency initiatives

Risk, Controls & Compliance

• Adhere to operational controls and procedures across all activities
• Apply:
• Maker-checker principles
• Reconciliation and validation checks
• Support incident identification and escalation
• Ensure all work meets audit and compliance requirements

Stakeholder & Team Collaboration

• Collaborate with:
• Operations teams
• Business Integration
• Technology and Product teams
• Communicate clearly on:
• Issues and progress
• Risks and delays
• Support a collaborative and team-oriented environment

Success Profile

• Demonstrates strong operational expertise and technical knowledge within a Transfer Agency and fund administration environment.
• Delivers high-quality outcomes through the timely resolution of operational queries, exceptions and investigations.
• Maintains a strong focus on accuracy, risk management and adherence to established control frameworks.
• Effectively balances BAU responsibilities with operational change initiatives, including testing, process improvements and business integration activities.
• Applies strong analytical and problem-solving skills to identify, investigate and resolve complex issues.
• Exhibits exceptional attention to detail and a disciplined approach to execution.
• Manages competing priorities and non-standard scenarios with confidence and sound judgement.
• Contributes positively to team performance through collaboration, accountability and knowledge sharing.
• Identifies opportunities for continuous improvement and supports initiatives that enhance operational efficiency and service delivery.

What You Will Bring:

Essential

• Bachelor’s degree in business, finance, commerce, or a related discipline; or equivalent operational experience.
• 5+ years in Transfer Agency/registry operations/managed fund admin
• Strong understanding of operational systems and workflows used in registry and fund administration environments.
• Understanding of regulatory reporting to support the Transfer Agency service
• Experience translating system or product changes into updated processes, procedures, and operational controls.
• Experience supporting onboarding or project activities

Desirable

• Knowledge of operational risk frameworks, control testing, and continuous improvement approaches.
• Experience working with both onshore and offshore operational teams.
• Familiarity with all product structures and their operational handling.

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.

Applications will be accepted on an ongoing basis until the position is filled.

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.