Ss&c

Financial Services

SeniorAssociate,LoanOperations

$115–155k ~AI est. 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: Loan operations, Reconciliation, Settlement. Monitor cash discrepancies. Resolve cash discrepancies”

Industry & Context.

Financial Services
Problems you'll solve

Root cause analysis

What They're Looking For.

Must Have

Bachelor's degree in finance, 2+ years financial services managerial experience, 2+ years securities industry managerial experience, 2+ years operations managerial experience, 2+ years loan operations managerial experience, Experience in loan asset class, Understanding of LSTA market settlement conventions, Understanding of Credit Agreements operational mechanics, Understanding of funds flows, Understanding of ticking fees, Understanding of paydown, Understanding of drawdowns, Understanding interrelationship with agent bank, Understanding interrelationship with trading counterparties, Understanding interrelationship with custodians, Understanding interrelationship with trustee

Nice to Have

Knowledge of ClearPar, Knowledge of WSO, Knowledge of Advent Geneva, Oversight of best reconciliation practices, Implementation of best reconciliation practices

What You'll Do.

Monitor cash discrepancies

Resolve cash discrepancies

Monitor position discrepancies

Resolve position discrepancies

Perform root cause analysis

Coordinate break resolution

Support settlement process

Support primary loan syndications

Support secondary loan trades

Investigate closing issues

Resolve closing issues

Investigate transactional issues

Resolve transactional issues

How You'll Work.

Team & Collaboration

SS&C GlobeOp clients; Trading counterparties; Agent banks; Custodians; Trustees; SS&C GlobeOp departments

Communication Scope

Written communication; Verbal communication

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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