Ss&c

financial services

SeniorAssociate,LoanOperations

Union, New Jersey, United States; New York, New York, United States; Boston, Massachusetts, United States; Dallas, Texas, United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“Senior Associate, Loan Operations at Ss&c. Skills: process management, cross-functional coordination, vendor/stakeholder management, operational metrics, resource planning, continuous improvement. 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; KPI reporting; highlight status of trades and risks

Industry & Context.

financial services
Problems you'll solve

root cause analysis

What They're Looking For.

Must Have

Bachelor's degree in finance or related discipline, 2+ years financial services/securities industry managerial experience in operations and or loan operations, Working for either a prime broker, administrator or hedge fund, Understanding of syndicated including trade closings - LSTA market settlement conventions, Credit Agreements and their operational mechanics, i. e. funds flows, ticking fees, paydown, drawdowns as well as their interrelationship with agent bank, trading counterparties, custodians and trustee

Nice to Have

Knowledge of ClearPar, WSO, and Advent Geneva experience a plus, Solid client relationship management skills

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

Support the settlement process of primary loan syndications and secondary loan trades

including funding and documentation matters

Investigate and resolve closing and transactional issues in a timely manner

Participate in the daily/weekly preparation and review of reports

metrics provided to our clients

senior managers to highlight status of trades and risks

Train and mentor junior staff

How You'll Work.

Team & Collaboration

Significant interaction with senior management, SS&C GlobeOp clients, their trading counterparties, agent banks, custodians, trustees and other SS&C GlobeOp departments (i. e.: fund accounting, operations, OTC operations and OTC Pricing) relative to loan settlements

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** : Union, NJ (Hybrid), New York, NY (Hybrid), Boston, MA (Hybrid), Dallas, TX (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** * Support the settlement process of primary loan syndications and secondary loan trades, including funding and documentation matters * Significant interaction with senior management, SS&C GlobeOp clients, their trading counterparties, agent banks, custodians, trustees and other SS&C GlobeOp departments (i.e.: fund accounting, operations, OTC operations and OTC Pricing) relative to loan settlements * Investigate and resolve closing and transactional issues in a timely man

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