Associate Manager, Private Credit Operations

SS&C Technologies; West Palm Beach (FL); On-site; USD 75,000 - 110,000; Full time

Job summary

SS&C Technologies, a leading provider of financial services technology, seeks Senior Associate/Associate Manager in Operations for Private Consumer Credit. The role supports private credit portfolios, settlements, cash management, and onboarding activities in a hybrid setting in NYC or Palm Beach Gardens, FL.

The position requires 2+ years in investment operations or related field, strong Excel skills, analytical mindset, and collaboration across internal teams and external providers.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, Economics, or a related discipline preferred.
• 2+ years of experience in investment operations, fund administration, asset management, lending operations, or a related financial services environment.
• Experience with operational processes such as transaction processing, settlements, reconciliations, cash management, and exception resolution.

Responsibilities

• Provide operational support for private consumer credit portfolios and investment activities.
• Support the processing, settlement, and lifecycle management of private credit transactions.
• Review and reconcile cash, positions, transactions, and other portfolio activity.
• Research and resolve cash, position, transaction, and market value discrepancies and exceptions.
• Monitor operational workflows and ensure transactions are processed accurately and within established deadlines.
• Coordinate with internal teams, including Fund Accounting, Investor Services, Technology, and other Operations functions.
• Work with external administrators, custodians, counterparties, lenders, and other service providers to resolve operational issues.
• Review and validate transaction and portfolio data to ensure accuracy and completeness.
• Support cash activity, including payment processing, funding activity, and cash reporting.
• Assist with the onboarding of new investments, accounts, and portfolio activity.
• Maintain appropriate documentation and operational records.
• Identify opportunities to improve processes, strengthen controls, and increase operational efficiency.
• Participate in projects, system implementations, and process enhancements related to Private Consumer Credit Operations.
• Build strong working relationships with internal and external stakeholders and serve as a point of contact for operational matters.
• For Associate Manager-level responsibilities, provide additional oversight of workflows, assist with issue escalation and resolution, and support junior team members as needed.

Skills

Excel

Analytical thinking

Attention to detail

Communication skills

Team collaboration

Problem solving

Education

Bachelor's degree in Finance, Accounting, Business, Economics, or related discipline

Tools

Loan servicing platforms

Investment accounting systems

Job description

SS&C Technologies, a leading provider of financial services technology, seeks Senior Associate/Associate Manager in Operations for Private Consumer Credit. The role supports private credit portfolios, settlements, cash management, and onboarding activities in a hybrid setting in NYC or Palm Beach Gardens, FL.

The position requires 2+ years in investment operations or related field, strong Excel skills, analytical mindset, and collaboration across internal teams and external providers.