Hybrid Associate Manager, Loan Operations

Posted 3 months ago

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About the role

  • Associate Manager responsible for monitoring cash discrepancies and overseeing loan operations at SS&C. Lead a team to ensure accurate reconciliations and strengthen processes.

Responsibilities

  • 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
  • 5+ 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!

Job title

Associate Manager, Loan Operations

Job type

Experience level

JuniorMid level

Salary

$85,000 - $125,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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