Senior Associate, Loan Operations
SS&C is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut, with 27,000+ employees across 35 countries. Over 20,000 financial services and healthcare organizations rely on SS&C for expertise, scale, and technology.
About The Role
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.
SS&C combines proprietary technology with deep industry expertise to support complex financial and healthcare operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence. You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.
Responsibilities
- Support the settlement process of primary loan syndications and secondary loan trades, including funding and documentation matters
- Significant interaction with senior management, SS&C GlobeOp clients, their trading counterparties, agent banks, custodians, trustees, and other SS&C GlobeOp departments (e.g., fund accounting, operations, OTC operations, and OTC Pricing) relative to loan settlements
- Investigate and resolve closing and transactional issues in a timely manner
- Participate in the daily/weekly preparation and review of reports and metrics provided to our clients and senior managers to highlight the status of trades and risks
- Train and mentor junior staff
Requirements
- Bachelor's degree in finance or related discipline
- 2+ years of financial services/securities industry managerial experience in operations and/or loan operations, preferably with a prime broker, administrator, or hedge fund
- Understanding of syndicated loans, including trade closings (LSTA market settlement conventions), Credit Agreements, and their operational mechanics (e.g., funds flows, ticking fees, paydown, drawdowns, and their interrelationship with agent banks, trading counterparties, custodians, and trustees)
Skills
- Knowledge of ClearPar, WSO, and Advent Geneva (a plus)
- Strong written and verbal communication skills
- Proven ability to work under pressure and meet deadlines
- Solid client relationship management skills
Benefits
- Medical, dental, and vision coverage
- 401(k) plan with company match
- Paid time off, holidays, and parental leave
- Professional development reimbursement opportunity