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 Sr. Data Analyst Locations: Remote | Connecticut, Florida, Georgia, Kansas, Minnesota, Missouri, North Carolina, New Hampshire, Tennessee, Texas Get To Know Us: SS&C Distribution Solutions is a trusted provider of data, analytics, and insights to the asset management industry within the U.S., U.K., and other regions of the world. We harness advanced analytical and data science techniques to deliver actionable insights and drive profitable outcomes for our clientele. We are currently seeking a full-time Client Relations Manager to join our team; this position may be hybrid or fully remote, depending on the location of the associate. As a Sr. Data Analyst you will create analytical reports, perform statistical analyses, and prototype product enhancements on large sets of customer, internal, and third-party industry data. This includes identifying, interpreting, and validating trends and patterns to uncover business opportunities and solve our clients most forefront business problems. Why You Will Love It Here! - Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans - 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: - Ideate and create new analytics models and metrics using advanced techniques to help drive sales growth for clients based on their position in the marketplace and their target customers. - Build and support the automation of ongoing deliverables for the suite of SS&C Distribution Intelligence products and services. This includes the building of validation checks on all output to ensure quality and consistency in client delivery. - Run ad-hoc queries at various levels of aggregation across a variety of data sets to conduct research on client-specific questions and issues; communicate analysis results directly with clients via both calls and emails. - Prepare analytical insights for use in client sales meetings via PowerPoint presentations, Excel documents, etc. - Work cross-functionally with multiple internal teams including data stewards, development teams, sales teams, and product managers to resolve data integrity issues, ideate new product offerings, run summary statistical analyses, and ensure smooth delivery to clients. What You Will Bring: - Minimum of 3 years of professional experience in an analytics role and a bachelor’s degree or higher in a quantitative field such as Statistics, Mathematics, Data Science, Economics, or Engineering. - At least 2 years of hands-on SQL experience, with strong proficiency in Microsoft Office tools including Excel, PowerPoint, Word, and Outlook. - Ability to work independently with minimal supervision and maintain a high level of engagement and responsiveness during work hours. - Experience with R, Python, or other programming languages, and familiarity with Amazon Redshift, DB2, or similar databases. - Knowledge of data visualization tools such as Amazon Quicksight and an understanding of quantitative, statistical, or data science modeling techniques. - Strong communication skills with the ability to clearly articulate techniques and translate data into actionable insights to drive client value. - Preferred: Operational experience with large language models (LLMs) and a proven track record of delivering analysis that supports customer segmentation, predictive analytics, campaign targeting, or customer insight reporting. 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. #LI-Remote 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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.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. Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions. Other States Salary range for the position: 95,000 USD to 110,000 USD.

• Establish Data-Driven Business Command • Partner with technical and business stakeholders to design key business metrics, dashboards, data products, and AI-enabled reporting systems that are widely-adopted and empower data-informed decisions • Leverage advanced skill to conduct rigorous analyses that reveal root causes, uncover opportunities, forecast outcomes, and drive positive product & business impact • Transform complex findings into compelling narratives that influence strategic direction • Champion Trustworthy Data • Collaborate closely with Data Engineers to influence the design, development, and maintenance of dimensional data models, ensuring data is complete, accurate, and reliably delivered • Champion world-class data governance practices, continuously raising the bar for data & code quality across technical teams • Amplify Team Performance • Partner with stakeholders to align roadmaps with business priorities, influence better problem framing, and model a standard of excellence • Operate as a force multiplier whose influence fosters growth across the whole Data team, providing incisive technical mentorship, inspiring intellectual curiosity, and driving clarity amidst ambiguity

• Support CRM analytics: measuring campaign effectiveness, audience segmentation, lifecycle reporting, and engagement across email, push, and in-app channels. • Support paid channel performance reporting across growth marketing (Meta, Google, CTV, affiliates, OOH), tracking CAC, LTV, payback period, and funnel conversion metrics. • Build and maintain dashboards in Tableau that surface growth and CRM KPIs to marketing and leadership stakeholders. • Run data pulls, user list generation, and ad-hoc queries to support day-to-day marketing decisions and campaign targeting. • Help maintain attribution reporting pipelines and flag data quality issues as they arise. • Claude is a first-class instrument in this team’s AI toolkit. You’ll use it to write and review SQL, generate documentation, QA analytical outputs, and accelerate the operational layer of your work. Knowing how to prompt well and trust-but-verify AI output is a skill we will develop together. • Partner with senior analysts on dbt model contributions and learn how business logic is encoded into scalable, reusable analytics models over time. • Keep documentation current on reports, dashboards, and metric definitions so that stakeholders can self-serve confidently. • Bring structure to ambiguous requests. When a stakeholder doesn’t know exactly what they need, help clarify the question before jumping to an answer.

• Own analytical coverage across growth marketing, registration, and website, setting measurement frameworks, building scalable reporting, and driving the analytical roadmap for your domain. • Lead analysis on complex, ambiguous questions: incrementality testing, LTV and payback modeling, attribution deep dives, funnel decomposition, and cohort analysis. You define the approach, not just execute it. • Build and own dbt models that encode business logic for your domain in a scalable, reusable way to power dashboards, reporting, and stakeholder self-serve. • Build and maintain Tableau dashboards that give marketing and leadership a clear, reliable view of performance across growth, registration, and web. • Partner directly with marketing stakeholders to scope analytical problems, pressure-test interpretations, and make sure findings land as decisions, not just slide decks. • Use Claude fluently as a daily productivity layer, accelerating SQL, generating documentation, QA-ing work, and building faster analytical workflows. You will help define and share best practices for AI-assisted analytics across the team. • Mentor and raise the floor for junior analysts on the team. Review their work, help them think through ambiguous problems, and set the standard for analytical quality. • Identify gaps before they become problems, from data quality and metric definitions to reporting coverage and stakeholder understanding. Own the fix, not just the flag.