Operational Due Diligence Analyst

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

Operational Due Diligence Analyst
Location: Palm Beach Gardens, FL or New York, NY
 

We are seeking a highly motivated Operational Due Diligence (ODD) Analyst to join the Implementation Department of a $16 billion AUM asset management client. This team oversees the firm’s global ODD process and plays a critical role in assessing and monitoring operational risk across third-party investment managers.

This role offers the flexibility to be based in either Palm Beach Gardens, FL or New York, NY, and reports directly to the Co-Heads of Implementation, with a secondary reporting line to the Group COO. It provides exposure to a broad range of hedge fund strategies, structures, and asset classes within a leading multi-strategy, multi-manager platform.

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:

• Perform operational due diligence on new and existing external managers through document reviews, calls, and onsite visits.
• Evaluate operational frameworks, including organizational structure, processes, controls, compliance, service providers, technology, and valuation practices.
• Provide feedback and recommend solutions to address operational deficiencies.
• Prepare detailed reports summarizing findings, risks, and recommendations.
• Review financial statement audits and SOC reports for external investments.
• Maintain and update internal ODD systems, documentation, and issue tracking.
• Collaborate with internal teams across Legal, Risk, Technology, Portfolio Finance, and Operations.
• Support firmwide initiatives focused on automation and process efficiency.
• Stay current on accounting treatment and valuation of various asset classes such as equities, derivatives, swaps, and fixed income products.

What You Will Bring:

• Bachelor’s degree in Accounting, Finance, or a related field preferred.
• 1–4 years of relevant experience, ideally in public accounting, asset management, or financial regulation.
• Background in audit, risk management, operational due diligence, or project management is a plus
• Strong written and verbal communication skills.
• Highly organized, detail-oriented, and self-motivated.
• Able to work independently and collaboratively in a small team environment.
• Curious and passionate about hedge funds and investment strategies.
• Willingness to travel 10–20%.
• Proficient in Microsoft Excel, Word, PowerPoint; experience with workflow automation and ODD tools is a plus.
• CPA, CAIA, or CFA designation is a plus.

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

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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.