Operations Consultant - Managed Operations
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 Job Title: Operations Consultant - Managed Operations Locations : San Francisco, CA | Hybrid 6x a month (Hiring Locally in CA ONLY) Get To Know Us: 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. 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!
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
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.
Benefits
- Hybrid Work Model and Business Casual Dress Code, including jeans
- 401k Matching Program
- Professional Development Reimbursement
- Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
- Medical, Dental, Vision, Employee Assistance Program, Parental Leave
- Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
- Hands-On, Team-Customized Training, including SS&C University
- Discounts on fitness clubs, travel and more!
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
