Ss&c
Financial Services
OperationsFinancialConsultant(Middle/BackOffice)
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Operations Financial Consultant (Middle/ Back Office) at Ss&c. Skills: Middle/back office, Trade lifecycle, Data integrity. Monitor and manage processes. Handle exceptions and resolutions”
Industry & Context.
Investigate breaks; Resolve breaks
Hiring Locally in CA ONLY, Flexibility work shift patterns
What They're Looking For.
Must Have
2-5 years experience financial services, Middle/back-office operations experience, Strong understanding instrument valuation, Knowledge of trade lifecycle
Nice to Have
Experience with technical integrations
What You'll Do.
Monitor and manage processes
Handle exceptions and resolutions
Provide operational consulting
Support client onboarding
Support fund launches
Support counterparty setup
Support asset class expansion
Support reporting initiatives
Support platform integrations
Conduct operational reviews
Assess client environments
Advise on integrations
Process lifecycle events
Process non-trading activities
Reconcile lifecycle events
Reconcile non-trading activities
Investigate reconciliation breaks
Resolve reconciliation breaks
Document business requirements
Document technical requirements
Document workflow designs
Maintain operational artifacts
How You'll Work.
Team & Collaboration
Internal teams; External stakeholders; Clients
Communication Scope
Communicate concepts clearly
Full 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_** **Job Title:** Operations Financial Consultant (Middle/ Back Office) **Locations: San Francisco, CA | Hybrid 6x a month (Hiring Locally in CA ONLY)** **About the Role** SS&C is seeking an Operations Financial Consultant to join its Managed Operations team. We are looking for a highly motivated professional with a strong background in financial technology, trade lifecycle and data integrity or investment operations. The ideal candidate combines operational expertise with a customer focused mindset. In this client facing role, you will deliver key middle and back office operational services across SS&C’s accounting platforms. You will collaborate closely with internal teams, external stakeholders, and clients to oversee daily operational processes, ensure platform optimization, and support a variety of concurrent projects. **Why Join SS &C ** SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence. You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments. **_How You Will Make an Impact_** * Monitor and manage Start of Day (SOD), Intraday, and End of Day (EOD) processes across accounting platforms and related integrations, including exception handling and resolution. * Provide operational consulting and execution support on projects such as client onboarding, fund launches, cou
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