Operations Consultant

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 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: Operations Financial Consultant (Middle/ Back Office)

Locations: San Francisco, CA | Hybrid 6x a month (Hiring Locally in CA ONLY)

About the Role

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.

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 

• 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. 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.

California: The expected base salary for the position is between 125000 USD to 130000 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.