Job Title: Associate Manager, Loan Operations
Locations: Dallas, TX (hybrid)
About the Role
The candidate selected for this role is responsible for monitoring and resolving cash and position discrepancies between the bank and agent banks for some of our largest loan clients. This includes performing root cause analysis, KPI reporting and coordinating break resolution with all parties. The ideal candidate will have experience in the Loan asset class as well as oversight and implementation of best reconciliation practices.
How You Will Make an Impact
- Asset servicing including security master maintenance, reviewing credit agreements, monitoring, and booking all investment activity, wire processing, and performing due diligence on operating partners for real estate investments.
- Cash and position reconciliations
- Daily interaction with custodian banks, trustees, and prime brokers
- Daily interaction with asset management, accounting, valuation, and other areas supporting the Credit Funds business.
- Support Credit Funds by tracking Investor capital, servicing fund subscription lines, paying and allocating investment related expenses
- Leverage AI tools, including Microsoft Copilot and approved generative AI platforms, to improve productivity, automate repetitive tasks, and enhance decision-making.
- Identify opportunities to streamline workflows through AI-driven process improvements and automation.
- Partner with business and technology teams to evaluate and implement AI-driven solutions that improve efficiency and scalability.
- Promote responsible and secure use of AI technologies in accordance with firm policies and data governance standards.
Required Experience
- 2-4 years’ experience at a Financial Services firm (commercial or investment bank, asset manager etc.)
- Bachelor’s degree from accredited university/college
- Strong working knowledge of Microsoft Office applications particularly Excel
- Strong working knowledge of WSO
- Experience with Real Estate Investments and Cash/Position reconciliations
- Ability to work in a fast-paced dynamic environment
What Sets You Apart
- Advent Geneva experience a plus
- Knowledge of LoanSERV and Clearpar a plus
- Knowledge of Copilot
Join SS&C, where innovation meets global opportunities. Click here to apply.
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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 offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.
Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.
Other States expected base salary for the position is between 70,000 USD to 135,000 USD.
In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company’s discretion.
Applications will be accepted on an ongoing basis until the position is filled.
