Senior Training Analyst - Alternative Investments Transfer Agency

Senior Analyst - Training

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

Job Description – Trainer (Alternative Investments Transfer Agency BPO)

Position Summary

We are seeking an experienced Trainer to support our Alternative Investments Transfer Agency operations within the BPO environment. The Trainer will be responsible for designing, delivering, and maintaining training programs to ensure new hires and existing staff are equipped with the required knowledge of Alternative Investments (Hedge Funds, Private Equity, Real Estate Funds, Fund of Funds, etc.), transaction processing, compliance, and client service standards.

Key Responsibilities

• Training Delivery
  • Conduct onboarding and process training for new hires across Alternative Investments Transfer Agency operations.
  • Deliver refresher training sessions to existing staff to strengthen knowledge on processes, compliance, and client-specific requirements.
  • Facilitate cross-training programs to build multi-skill capability across functions (subscriptions, redemptions, capital calls, distributions, investor onboarding, AML/KYC, reporting).
• Content Development
  • Create, update, and maintain Standard Operating Procedures (SOPs), training manuals, and e-learning modules.
  • Collaborate with Operations Managers and Client Relationship Managers to incorporate client-specific workflows and regulatory updates into training material.
• Quality & Compliance
  • Reinforce quality standards, risk controls, and compliance guidelines during training sessions.
  • Partner with the Quality team to identify recurring errors and develop corrective training interventions.
• Performance Support
  • Provide floor support and coaching to employees during transition periods.
  • Conduct post-training assessments and track progress to ensure knowledge transfer effectiveness.
  • Share regular feedback with supervisors and managers on staff performance gaps and training needs.
• Stakeholder Collaboration
  • Work closely with India and U.S. Operations Managers to align training objectives with business requirements.
  • Coordinate with HR and Recruitment teams to support smooth onboarding of new staff.

Required Skills & Competencies

• Good knowledge of Alternative Investments Transfer Agency operations, including:
  • Capital activity processing (subscriptions, redemptions, transfers)
  • Private Equity/Real Estate fund calls and distributions
  • Investor servicing, reporting, and reconciliations
  • AML/KYC, FATCA/CRS, and other regulatory requirements
• Prior experience in training, process mentoring, or quality assurance in a BPO/financial services environment.
• Excellent communication and presentation skills.
• Ability to simplify complex fund structures and operational workflows for new employees.
• Strong analytical and problem-solving skills.
• Proficiency in MS Office (Excel, PowerPoint, Word); exposure to LMS tools is an advantage.
• Willing to work in US shifts (Night Shift)

Qualifications & Experience

• Bachelor’s or Master’s degree in Commerce, Finance, Accounting, or related field.
• 5+ years of experience in Alternative Investments/Transfer Agency operations, with at least 2 years in a training/mentoring role.
• Experience working in a BPO/offshore environment supporting global clients.

Work Location

• Hyderabad

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.

Experience Level

Senior Level