Operations Consultant - Managed Operations
About the position
SS&C is seeking an Operations Consultant to join its Managed Operations team. We are looking for a highly motivated professional with a strong background in financial technology, investment operations, or a related discipline. The ideal candidate combines operational expertise with a customer focused mindset. In this client facing role, you will deliver key middle and back office operational services across SS&C’s 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.
Responsibilities
• 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, third‑party vendors, data warehouses, and reporting platforms.
• Process and reconcile key asset servicing lifecycle events and non‑trading 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 up‑to‑date library of operational artifacts.
Requirements
• 2–5 years of experience in a financial services or financial technology environment, ideally within middle‑ or back‑office 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.
• 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.
Nice-to-haves
• Prior exposure to Advent Geneva or similar portfolio accounting and reconciliation platforms.
• Experience with technical integrations across counterparties, market data vendors, and buy‑side platforms
Benefits
• Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
• Your Future: 401k Matching Program, Professional Development Reimbursement
• Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
• Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
• Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
• Training: Hands-On, Team-Customized, including SS&C University
• Extra Perks: Discounts on fitness clubs, travel and more!
Apply Now
Apply Now
SS&C is seeking an Operations Consultant to join its Managed Operations team. We are looking for a highly motivated professional with a strong background in financial technology, investment operations, or a related discipline. The ideal candidate combines operational expertise with a customer focused mindset. In this client facing role, you will deliver key middle and back office operational services across SS&C’s 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.
Responsibilities
• 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, third‑party vendors, data warehouses, and reporting platforms.
• Process and reconcile key asset servicing lifecycle events and non‑trading 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 up‑to‑date library of operational artifacts.
Requirements
• 2–5 years of experience in a financial services or financial technology environment, ideally within middle‑ or back‑office 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.
• 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.
Nice-to-haves
• Prior exposure to Advent Geneva or similar portfolio accounting and reconciliation platforms.
• Experience with technical integrations across counterparties, market data vendors, and buy‑side platforms
Benefits
• Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
• Your Future: 401k Matching Program, Professional Development Reimbursement
• Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
• Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
• Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
• Training: Hands-On, Team-Customized, including SS&C University
• Extra Perks: Discounts on fitness clubs, travel and more!
Apply Now
Apply Now