Associate Manager, Loan Operations
SS&C Technologies
Senior Associate, Loan Operations
SS&C Technologies
full-time
Posted on:
Location Type: Hybrid
Location: Los Angeles • California, Minnesota, Texas, Utah, Washington • 🇺🇸 United States
Visit company websiteSalary
💰 $65,000 - $100,000 per year
Job Level
Senior
About the role
- 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.
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
- Advent Geneva experience a plus
- Knowledge of WSO, LoanSERV and Clearpar a plus
- Strong written and verbal communication skills
- Proven ability to work under pressure and make deadlines
- Solid client relationship management skills.
Benefits
- 401k Matching Program
- Professional Development Reimbursement
- Flexible Personal/Vacation Time Off
- Sick Leave
- Paid Holidays
- Medical
- Dental
- Vision
- Employee Assistance Program
- Parental Leave
- Discounts on fitness clubs, travel and more!
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
cash reconciliationtransaction reconciliationroot cause analysisKPI preparationsyndicated loansloan operationsfinancial servicesoperations managementprocess improvement
Soft skills
communication skillsclient relationship managementteam leadershipproblem-solvingability to work under pressuredeadline management
Certifications
Bachelor's degree in finance
