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SS&C

Cloud-based SaaS for financial operations

Professional Services Consultant - Operations

Implementation & Technical Account ManagementConfirmed live in the last 24 hours
Full-time$100k - $160k

About the Job

Requirements

  • Have 3–10 years of experience in a financial services, hedge fund, or financial technology environment within middle- or back-office operations.
  • Have a strong understanding of instrument valuation across asset classes, including equities, options, futures, fixed income, credit, and foreign exchange.
  • Know the trade lifecycle, including pre-trade compliance, order generation, execution, confirmation, settlement, reconciliation, and reporting.
  • Be familiar with buy-side portfolio management system, investment book of record, and accounting book of record systems; SS&C products such as Advent Geneva, Eze OMS, and Eze EMS/Realtick are preferred.
  • Communicate technical and operational concepts clearly to stakeholders with varying levels of technical background.
  • Have strong analytical, verbal, and written communication skills.
  • Demonstrate professionalism, attention to detail, and commitment to operational excellence.
  • Be flexible to work in different standard shift patterns as business needs evolve.

Responsibilities

  • Execute operational processes and procedures.
  • Onboard new functionality, asset classes, and managers.
  • Apply knowledge of performance measurement principles, including performance, return calculations, and attribution.
  • Provide operational consulting and execution support on client onboarding, fund launches, counterparty setup, asset class expansion, reporting initiatives, and platform integrations.
  • Conduct operational reviews of client environments to ensure optimal configuration, adoption of new functionality, and 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 process and technical requirements and workflow designs, and maintain an up-to-date library of operational artifacts.

Desired Qualifications

  • Familiarity with SS&C products such as Advent Geneva, Eze OMS, and Eze EMS/Realtick.

About the Company

SS&C

Cloud-based SaaS for financial operations

SS&C Technologies provides cloud-based software and services for financial services firms, focusing on investment and asset management. Its subscription-based SaaS tools automate back-office tasks, portfolio and investment management, and related workflows, all hosted in the cloud. The platform integrates with other financial systems to manage assets, processing, reporting, and compliance from a single place, helping reduce manual work and costs. By offering breadth across wealth, asset, and property management with a services-enabled SaaS model, its goal is to automate, standardize, and optimize back-office operations so firms can focus on managing investments and client relationships.

Company size
10,001+
Company stage
IPO
Headquarters
Windsor, CT
Founded
1986

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