Manager, CLO Loan Operations – Loan Servicing

SS&C Technologies•Boston, MA

8d•Hybrid

About The Position

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 Manager, CLO Loan Operations – Loan Servicing Locations: Boston, MA | Hybrid Get To Know Us: SS&C is leading the way. We continue to look for today’s and tomorrow’s brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to apply. SS&C prides itself on hiring diverse, honest, dynamic individuals who value collaboration, accountability, and innovation, to name a few. Why You Will Love It Here! 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! What You Will Get To Do: As a Manager of CLO Loan Operations, you will lead a team responsible for the accurate servicing of syndicated bank loans within CLO structures. You will act as a primary client contact, manage daily operations, and ensure deliverables are met with precision and timeliness.

Requirements

Bachelor’s degree in Finance, Accounting, or related field
6+ years of experience in syndicated bank loan operations, with direct CLO servicing experience
Prior experience managing a team within loan servicing or operations required
Strong understanding of loan settlements, reconciliations, and reporting for complex loan portfolios
Proven ability to build and maintain client relationships at senior levels
Excellent leadership, coaching, and people management skills
Strong analytical, organizational, and problem-solving skills with attention to detail
Ability to balance client demands, operational timelines, and team management in a fast-paced environment
Proficiency in Microsoft Excel and related financial systems

Nice To Haves

Familiarity with Advent Geneva and syndicated loan servicing platforms a strong plus

Responsibilities

Manage and oversee a team of associates and senior associates in daily loan servicing operations
Serve as the primary client relationship manager for CLO loan servicing, responding to inquiries and delivering high-quality service
Oversee loan trade processing, settlement, cash flow booking, reconciliations, and agent notice review
Ensure all loan static data setup, reconciliations (cash, cost, positions, accrued interest), and reporting are completed accurately and on time
Review and sign off on escalated breaks, ensuring resolution within agreed timelines
Lead client onboarding, system setup, and process implementation for new CLO portfolios
Conduct performance reviews, coach, and mentor team members to foster professional development
Partner with internal stakeholders across fund accounting, technology, and operations to streamline processes and resolve issues
Develop and implement best practices to improve operational efficiency, accuracy, and scalability
Maintain strong governance and controls, ensuring compliance with policies, procedures, and client SLAs