Ss&c

Financial Services

OperationsFinancialConsultant(Middle/BackOffice)

$125–130k San Francisco, California, United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“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.

Financial Services
Problems you'll solve

Investigate breaks; Resolve breaks

Eligibility Requirements

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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