Operations Consultant

About the role

SS&C is seeking an Operations Financial Consultant to join its Managed Operations team. 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.

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.
• A strong understanding of instrument valuation across asset classes including equities, options, futures, fixed income, credit, and FX.
• Prior exposure to Advent Geneva or similar portfolio accounting and reconciliation platforms.

Qualifications

• Strong analytical, verbal, and written communication skills.
• A high level of professionalism, attention to detail, and commitment to operational excellence.
• Flexibility to work in different shift patterns as business needs evolve.

Skills

• Ability to communicate technical and operational concepts clearly to stakeholders with varying levels of technical background.

Benefits

SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.

Pay

Commensurate with experience.

Schedule

Hybrid 6x a month.

Company Information

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.