Senior Associate, Loan Operations

SS&C • Dallas, TX

20h • Hybrid

About The Position

SS&C is looking for a Senior Associate to join our Loan Operations team. The candidate is responsible for monitoring and resolving cash and position discrepancies between the bank and agent banks for some of our largest loan clients. This includes performing root cause analysis, KPI reporting and coordinating break resolution with all parties. The ideal candidate will have experience in the Loan asset class as well as oversight and implementation of best reconciliation practices.

Requirements

• Bachelors degree in finance or related discipline
• 2+ years financial services/securities industry experience in operations and loan operations working for either a prime broker, administrator or hedge fund
• Understanding of syndicated loans; including closing and maintenance of loans as well as the interrelationship with agent banks
• Strong written and verbal communication skills
• Proven ability to work under pressure and make deadlines
• Solid client relationship management skills

Nice To Haves

• Advent Geneva experience a plus
• Knowledge of WSO, LoanSERV and Clearpar a plus

Responsibilities

• Assume responsibility over the daily Position/ Transaction and Cash reconciliations of multiple accounts to Custodians/Clients & Agent banks.
• Work closely with the Client, internal teams, and custodians/agents to ensure timely resolution of breaks and issues and mitigate risk for our clients.
• Oversee a team of analysts and build strong reconciliations processes and procedures.
• Ensure team adheres to best business practices of the firm.
• Prepare daily, weekly, monthly, and quarterly KPIs to track trends and workflow issues.
• Review root cause analysis to make recommendations to improve processes, create efficiencies and mitigate risk.

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!
• SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1-10 employees