Ss&c
financial services
SeniorAssociate,LoanOperations
Neural analysis suggests this role is
optimal for Mid candidates.
“Senior Associate, Loan Operations at Ss&c. Skills: process management, cross-functional coordination, vendor/stakeholder management, operational metrics, resource planning, continuous improvement, Loan asset class, reconciliation practices, syndicated loans, loan closing, loan maintenance, agent banks. monitoring and resolving cash and position discrepancies between the bank and agent banks for some of our largest loan clients. performing root cause analysis”
What You'll Achieve.
monitoring and resolving cash and position discrepancies; timely resolution of breaks and issues; mitigate risk for our clients; Ensure team adheres to best business practices of the firm; track trends and workflow issues; improve processes; create efficiencies; mitigate risk
Industry & Context.
root cause analysis; make recommendations to improve processes; create efficiencies; mitigate risk
What They're Looking For.
Must Have
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 including closing and maintenance of loans as well as the interrelationship with agent banks
Nice to Have
Advent Geneva experience a plus, Knowledge of WSO, LoanSERV and Clearpar a plus
What You'll Do.
monitoring and resolving cash and position discrepancies between the bank and agent banks for some of our largest loan clients
performing root cause analysis
coordinating break resolution with all parties
Assume responsibility over the daily Position/ Transaction and Cash reconciliations of multiple accounts to Custodians/Clients & Agent banks
Oversee a team of analysts and build reconciliations processes and procedures
and quarterly KPIs to track trends and workflow issues
Review root cause analysis to make recommendations to improve processes
create efficiencies and mitigate risk
How You'll Work.
Team & Collaboration
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
Communication Scope
written and verbal communication skills
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:** Senior Associate, Loan Operations **Locations:** Dallas, Tx (Hybrid) Los Angeles, CA (Hybrid), San Francisco, CA (Hybrid) **About the Role** 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. **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** * 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 quar
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