Senior Associate, Loan Operations

SS&C Technologies

Senior Associate managing loan operations, cash reconciliations, and team oversight at financial services firm. Involves direct client interaction and operations best practices implementation.

Posted 7/12/2026full-timeLos Angeles • California, Texas • 🇺🇸 United StatesSenior💰 $65,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial operations, particularly in cash and transaction reconciliations, while effectively leading a team to enhance processes and mitigate risks. Proficient in analyzing KPIs and implementing improvements in the financial services sector.

Highest-signal resume keywords

Cash ReconciliationTransaction ReconciliationTeam LeadershipKPI AnalysisSyndicated Loans

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisProcess ImprovementRoot Cause AnalysisRisk MitigationLoan Operations

Soft Skills

CommunicationCollaborationProblem-Solving

Certifications & Qualifications

Bachelor's Degree in Finance

Industry Keywords

Financial ServicesSecurities IndustryPrime BrokerAdministratorHedge Fund

About the role

Key responsibilities & impact

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

What you’ll need

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

Benefits

Comp & perks

medical, dental, and vision coverage
a 401(k) plan with company match
paid time off
holidays
parental leave
professional development reimbursement opportunity