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 Manager, Loan Operations

Locations: Dallas, TX (hybrid)

 

About the Role

The candidate selected for this role is responsible for monitoring and resolving cash and position discrepancies between the bank and agent banks for some of our largest loan clients.  This includes performing root cause analysis, KPI reporting and coordinating break resolution with all parties. The ideal candidate will have experience in the Loan asset class as well as oversight and implementation of best reconciliation practices.

 

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 

• Asset servicing including security master maintenance, reviewing credit agreements, monitoring, and booking all investment activity, wire processing, and performing due diligence on operating partners for real estate investments.

• Cash and position reconciliations

• Daily interaction with custodian banks, trustees, and prime brokers

• Daily interaction with asset management, accounting, valuation, and other areas supporting the Credit Funds business.

• Support Credit Funds by tracking Investor capital, servicing fund subscription lines, paying and allocating investment related expenses

• Leverage AI tools, including Microsoft Copilot and approved generative AI platforms, to improve productivity, automate repetitive tasks, and enhance decision-making.

• Identify opportunities to streamline workflows through AI-driven process improvements and automation.

• Partner with business and technology teams to evaluate and implement AI-driven solutions that improve efficiency and scalability.

• Promote responsible and secure use of AI technologies in accordance with firm policies and data governance standards.

 

Required Experience

• 2-4 years’ experience at a Financial Services firm (commercial or investment bank, asset manager etc.)

• Bachelor’s degree from accredited university/college

• Strong working knowledge of Microsoft Office applications particularly Excel

• Strong working knowledge of WSO

• Experience with Real Estate Investments and Cash/Position reconciliations

• Ability to work in a fast-paced dynamic environment 

What Sets You Apart

• Advent Geneva experience a plus  
• Knowledge of LoanSERV and Clearpar a plus 
• Knowledge of Copilot

 

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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. Other States expected base salary for the position is between 70,000 USD to 135,000 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.