Operations Consultant

As a leading financial services and healthcare technology company based on revenue SS&C is headquartered in Windsor Connecticut and has 27000 employees in 35 countries. Some 20000 financial services and healthcare organizations from the worlds 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 this client facing role you will deliver key middle and back office operational services across SS&Cs 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 counterparty setup asset class expansion reporting initiatives and platform integrations.
• Conduct operational reviews to assess client environments ensuring optimal configuration adoption of new functionality and implementation of scalable efficient workflows.
• Advise on and support integrations across front middle and back-office systems thirdparty vendors data warehouses and reporting platforms.
• Process and reconcile key asset servicing lifecycle events and nontrading activities.
• Investigate and resolve reconciliation breaks through direct communication with custodians brokers and other third parties.
• Document business and technical requirements workflow designs and maintain an uptodate library of operational artifacts.

Attributes

• Ability to communicate technical and operational concepts clearly to stakeholders with varying levels of technical background.
• Strong analytical verbal and written communication skills.
• High level of professionalism attention to detail and commitment to operational excellence.
• Flexibility to work in different shift patterns as business needs evolve.

Required Experience

• 25 years of experience in a financial services or financial technology environment ideally within middle or backoffice operations
• Strong understanding of instrument valuation across asset classes including equities options futures fixed income credit and FX.
• Knowledge of trade lifecycle including pre-trade compliance order generation execution confirmation settlement reconciliation and reporting.
• Prior exposure to Advent Geneva or similar portfolio accounting and reconciliation platforms..
• Preferred: Experience with technical integrations across counterparties market data vendors and buyside platforms.

Join SS&C where innovation meets global opportunities. Click here to apply.

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Unless explicitly requested or approached by SS&C Technologies Inc. or any of its affiliated companies the company will not accept unsolicited resumes from headhunters recruitment agencies or fee-based recruitment services.

Applications will be accepted on an ongoing basis until the position is filled.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race color religious creed gender age marital status sexual orientation national origin disability veteran status or any other classification protected by applicable discrimination laws.