Operations Consultant

SS&C Technologies•San Francisco, CA

8d•$125,000 - $130,000•Hybrid

About The Position

SS&C is seeking an Operations Consultant to join its Managed Operations team. This client-facing role involves delivering key middle and back office operational services across SS&C’s accounting platforms. The consultant will collaborate with internal teams, external stakeholders, and clients to oversee daily operational processes, ensure platform optimization, and support various concurrent projects. The ideal candidate has a strong background in financial technology, investment operations, or a related discipline, combining operational expertise with a customer-focused mindset.

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.
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

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.