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About the Role

SS&C is seeking a motivated Operations Consultant with a strong background in financial technology or investment operations to join its Managed Operations team. In this client-facing role, you will deliver key middle and back office operational services across SS&C’s accounting platforms, collaborating with internal teams, external stakeholders, and clients to oversee daily operations, ensure platform optimization, and support 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.
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.

Skills

Communication of 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.

Location

San Francisco, CA

Work Type

Hybrid

Experience Level

2-5 years

Salary/Compensations

125000 USD to 130000 USD

Benefits

Medical, dental, and vision coverage
401(k) plan with company match
Paid time off, holidays, and parental leave
Professional development reimbursement opportunity

About the Company

SS&C is a leading financial services and healthcare technology company based on revenue, headquartered in Windsor, Connecticut, with 27,000+ employees in 35 countries.
20,000 financial services and healthcare organizations rely on SS&C for expertise, scale, and technology.
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.

Equal Opportunity

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.