SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Job Title: Associate Director, Private Credit Middle Office

Locations: Dallas, TX (hybrid), Boston, MA (hybrid) or New York City (hybrid)

About the Role

As Associate Director in Private Credit Middle Office, you will serve as the primary operational lead for a strategic client, providing end-to-end coordination across Loan Administration, Wire Management, and Trade Operations within Shared Services.

 

This is initially an individual contributor role requiring strong Private Credit expertise, operational leadership, and the ability to drive outcomes across teams without direct reporting authority. The successful candidate will establish a scalable operating model for the client, drive service excellence, and identify opportunities to strengthen processes, controls, and technology.

 

Based on successful delivery and growth of the strategic client relationship, the role has strong potential to evolve into a people management position.

Why Join SS&C

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 

• Serve as the primary Middle Office operational point of contact for a strategic Private Credit client, providing end-to-end oversight across Loans, Wires, and Trade Operations.
• Coordinate activities and dependencies across Shared Services teams to ensure accurate, timely, and consistent client delivery.
• Apply strong Private Credit and loan operations expertise to support complex investments, loan structures, lifecycle events, settlements, and funding activity.
• Monitor critical transactions, cash movements, settlement activity, and deadlines, proactively identifying and resolving risks and exceptions.
• Lead cross-functional escalations, establishing clear ownership and driving issues through resolution.
• Build strong relationships with client stakeholders through proactive communication, transparency, and effective management of priorities and service expectations.
• Establish and monitor SLAs, KPIs, aged items, exceptions, and operational risk indicators, driving improvement where needed.
• Partner with functional leaders while maintaining clear end-to-end accountability for the client experience.
• Identify opportunities to standardize and improve processes, strengthen controls, and leverage technology and automation to create a scalable operating model.
• Lead and coordinate client initiatives, new products, onboarding activities, operational changes, and other strategic projects.
• Help shape the future operating model for the client, with the opportunity to build and lead a team as the relationship grows and successful results are demonstrated.

Required Experience

• Bachelor’s degree in finance, Accounting, Business, or a related field
• 12-15 years of relevant experience in loan operations within fund or loan administration, private credit, or banking.
• Strong Private Credit expertise, with a deep understanding of complex loan structures, investment lifecycle events, and associated operational requirements.
• Significant experience in loan operations, middle office, private debt, syndicated loans, or related lending operations.
• Strong understanding of the interaction between loan servicing, trade operations, settlements, cash management, and wires.
• Experience supporting sophisticated institutional clients and managing complex or high-priority operational requirements.
• Demonstrated ability to lead through influence and drive accountability across teams without direct reporting authority.
• Strong problem-solving, exception management, and operational risk and control capabilities.
• Ability to balance hands-on execution with a broader view of the end-to-end operating model and client experience.
• Strong communication skills with the ability to engage effectively with both senior client stakeholders and internal teams.
• A proactive, ownership-oriented mindset and the ability to operate effectively in a fast-paced environment.

What Sets You Apart

• Strong working knowledge of Geneva, particularly within Private Credit, loan, or investment accounting environments.
• Experience with Credit Linked Notes (CLNs), Synthetic Risk Transfers (SRTs), and other specialized or structured lending products.
• Knowledge of broader lending strategies and structures beyond traditional syndicated and bilateral loans.
• Project management experience, including managing cross-functional initiatives, deliverables, dependencies, and deadlines.
• Experience with operational transformation, process redesign, automation, and technology initiatives.
• Experience operating within a centralized Shared Services model.
• Previous experience helping establish or scale an operating model for a strategic or complex client.

Join SS&C, where innovation meets global opportunities. Click here to apply.

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Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.

 

 

Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location. New York: The expected base salary for the position is between $91,000 USD to $190,000 USD. Massachusetts: The expected base salary for the position is between $95,000 USD to $190,000 USD. In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company’s discretion.

Applications will be accepted on an ongoing basis until the position is filled.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.