SS&C Technologies

Principal Operations Specialist

SS&C Technologies

full-time

Posted on:

Location Type: Hybrid

Location: New York City • Florida • Massachusetts • United States

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Salary

💰 $100,000 - $160,000 per year

Job Level

Lead

About the role

  • Execute operational processes and procedures
  • Onboard new functionality, asset classes, managers and more
  • 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
  • Document business and technical requirements, workflow designs, and maintain an up‑to‑date library of operational artifacts
  • Knowledge of month and quarter end processes and closing periods across administered, self-administered and family office setups

Requirements

  • 4–8 years of experience in a financial services, Hedge Fund, or financial technology environment 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
  • Familiarity with buy‑side accounting platforms (Advent Geneva or similar PMS/IBOR/ABOR systems)
  • 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
Benefits
  • Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
  • 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 & Tools
operational processesclient onboardingfund launchescounterparty setupasset class expansionreporting initiativesworkflow designsinstrument valuationtrade lifecyclepre-trade compliance
Soft Skills
analytical skillsverbal communicationwritten communicationattention to detailprofessionalismflexibility