Operations Consultant

Operations Financial Consultant (Middle/ Back Office)

SS&C is seeking an Operations Financial Consultant to join its Managed Operations team. We are looking for a highly motivated professional with a strong background in financial technology, trade lifecycle and data integrity or investment operations. The ideal candidate combines operational expertise with a customer focused mindset. In this client facing role, you will deliver key middle and back office operational services across SS&C's accounting platforms. You will collaborate closely with internal teams, external stakeholders, and clients to oversee daily operational processes, ensure platform optimization, and support a variety of concurrent projects.

SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence. You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.

How You Will Make an Impact

• Monitor and manage Start of Day (SOD), Intraday, and End of Day (EOD) processes across accounting platforms and related integrations, including exception handling and resolution.
• 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.
• Process and reconcile key asset servicing lifecycle events and non-trading activities.
• Investigate and resolve reconciliation breaks through direct communication with custodians, brokers, and other third parties.
• Document business and technical requirements, workflow designs, and maintain an up-to-date library of operational artifacts.

Attributes

• 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.

Required Experience

• 2–5 years of experience in a financial services or financial technology environment, ideally 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.
• Prior exposure to Advent Geneva or similar portfolio accounting and reconciliation platforms.
• Preferred: Experience with technical integrations across counterparties, market data vendors, and buy-side platforms.

Join SS&C, where innovation meets global opportunities.