Ss&c
Financial Services
SeniorAssociate,LoanOperations
Neural analysis suggests this role is
optimal for Senior candidates.
“Senior Associate, Loan Operations at Ss&c. Skills: Loan operations, Reconciliation. Monitor cash discrepancies. Resolve cash discrepancies”
Industry & Context.
Root cause analysis
What They're Looking For.
Must Have
Bachelors degree in finance, 2+ years financial services experience, 2+ years loan operations experience, Understanding of syndicated loans
Nice to Have
Advent Geneva experience a plus, Knowledge of WSO a plus, Knowledge of LoanSERV a plus, Knowledge of Clearpar a plus
What You'll Do.
Monitor cash discrepancies
Resolve cash discrepancies
Monitor position discrepancies
Resolve position discrepancies
Perform root cause analysis
Coordinate break resolution
Assume responsibility over reconciliations
Work closely with clients
Work closely with internal teams
Work closely with custodians/agents
Ensure timely resolution of breaks
Ensure timely resolution of issues
Mitigate risk for clients
Oversee a team of analysts
Build reconciliations processes
Build reconciliations procedures
Ensure team adheres to best practices
Prepare quarterly KPIs
Track workflow issues
Review root cause analysis
Make recommendations to improve processes
How You'll Work.
Team & Collaboration
Client teams; Internal teams; Custodians/agents
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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