SS&C Technologies

Senior Associate, Loan Operations

SS&C Technologies$65K — $100K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance or related discipline
  • 2+ years in financial services or securities industry, specifically in loan operations
  • Experience with syndicated loans, including closure and maintenance
  • Familiarity with Advent Geneva preferred
  • Understanding of WSO, LoanSERV, and Clearpar is a plus
  • Strong written and verbal communication skills
  • Proven ability to manage pressure and meet deadlines

Responsibilities

  • Oversee daily position, transaction, and cash reconciliations of multiple accounts
  • Collaborate with clients, internal teams, and custodians/agents for timely issue resolution
  • Lead a team of analysts to build effective reconciliation processes and procedures
  • Track and report daily, weekly, monthly, and quarterly KPIs for workflow analysis
  • Conduct root cause analysis to recommend process improvements and efficiency gains

Benefits

  • Health and dental insurance
  • 401(k) plan
  • Tuition reimbursement for professional development
  • Professional development reimbursement plan
Full Job Description
Job Description

Senior Associate, Loan Operations

Locations: Los Angeles, CA | San Francisco, CA | Dallas, TX | Hybrid

Get To Know The Team:

SS&C is looking for a Senior Associate to join our Loan Operations team. The candidate 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.

What You Will Get To Do:
  • Assume responsibility over the daily Position/ Transaction and Cash reconciliations of multiple accounts to Custodians/Clients & Agent banks.
  • Work closely with the Client, internal teams, and custodians/agents to ensure timely resolution of breaks and issues and mitigate risk for our clients.
  • Oversee a team of analysts and build strong reconciliations processes and procedures. Ensure team adheres to best business practices of the firm.
  • Prepare daily, weekly, monthly, and quarterly KPIs to track trends and workflow issues.
  • Review root cause analysis to make recommendations to improve processes, create efficiencies and mitigate risk.

What You Will Bring:
  • Bachelors degree in finance or related discipline
  • 2+ years financial services/securities industry experience in operations and loan operations working for either a prime broker, administrator or hedge fund
  • Understanding of syndicated loans; including closing and maintenance of loans as well as the interrelationship with agent banks
  • Advent Geneva experience a plus
  • Knowledge of WSO, LoanSERV and Clearpar a plus
  • Strong written and verbal communication skills
  • Proven ability to work under pressure and make deadlines
  • Solid client relationship management skills


Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers.

#LI-Hybrid

#LI-TR1

SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.

Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.

California: Salary range for the position: 65,000.00 USD to 100,000.00 USD.

About SS&C Technologies

SS&C Technologies is a provider of software products and software-enabled services to the financial services industry. The company's products and services are used by various financial institutions, including banks, hedge funds, private equity firms, and insurance companies. SS&C operates in three business segments: Institutional and Investment Management, Alternative Asset Management, and Insurance and Financial Services. The company was founded in 1986 and is headquartered in Windsor, Connecticut.
Learn more about SS&C Technologies
Size
24,900 employees
Market Cap
$13.1 billion
Industry
Net Income
$625.2 million
Founded
1986
5 Year Trend
+27.8%
Revenue
$4.6 billion
NASDAQ

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