Transfer Agency Intern

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 SS&C is a leading provider of third-party fund administration and Transfer Agency services to European investment clients and their customers. As part of our continued growth, we are looking for motivated and detail-oriented interns to join our Transfer Agency team. This internship offers an excellent opportunity to gain hands-on experience in fund administration, transfer agency operations, and financial services. Depending on business needs, successful candidates will be assigned to either Registration (AML/KYC) or Dealing Services , where they will work alongside experienced professionals and develop valuable industry knowledge and practical skills. The Role Registration (AML/KYC) As an Intern within Registration, you will support the team by: Assisting with ongoing AML/KYC reviews in line with Luxembourg regulatory requirements. Supporting the maintenance and accuracy of client static data on the register. Helping ensure account documentation complies with internal AML and KYC policies. Assisting with the preparation and review of documentation for fund conversions. Supporting communication with internal Compliance and Risk teams to resolve AML/KYC queries. Helping maintain accurate records and ensuring adherence to internal policies and procedures. Assisting with due diligence communications to investors, fund managers, and other stakeholders. Escalating potential AML-related concerns to the appropriate team members. Providing general administrative and operational support to the Registration team as required. Dealing Services As an Intern within Deling Services, you will support the team by: Assisting with the investigation and resolution of reconciliation exceptions. Supporting operational projects, including preparing templates, reports, and process documentation. Assisting with the preparation of monthly invoices and quality checks for client billing. Helping collect and monitor operational processing data and reporting timelines. Supporting the oversight of operational cash management processes across client accounts. Assisting with the production of management information and identifying opportunities for process improvements. Providing administrative and operational support to the wider Dealing Services team as required. We are looking for someone who: Has an interest in financial services, fund administration, or transfer agency operations. Is studying towards, or has recently completed, a degree in Finance, Business, Economics, Law, Mathematics, or a related discipline (preferred). Demonstrates strong attention to detail and a methodical approach to work. Has excellent written and verbal communication skills. Is organised, eager to learn, and able to work effectively within a team. Can manage multiple tasks and prioritise work in a fast-paced environment. Has good knowledge of Microsoft Office applications, particularly Excel and Outlook. Previous knowledge of AML/KYC or investment operations is beneficial but not essential, as full training will be provided. 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.