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Professional Services Consultant - Operations

Role overview

Qualifications

  • 3–10 years of experience in a financial services, Hedge Fund, or financial technology environment 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.
  • Familiarity with buy-side PMS/IBOR/ABOR systems, preferably SSC products (Advent Geneva, Eze OMS, Eze EMS/Realtick)

Responsibilities

  • Execute operational processes and procedures.
  • Onboard new functionality, asset classes, and managers.
  • 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.

Key facts

Hard skills

Other skills

  • Communication
  • Analytical Skills
  • Detail Oriented
  • Professionalism

About the company

Blue Prism logo

Blue Prism

Robotic Process Automation (RPA)

Blue Prism is the global leader in intelligent automation, transforming the way work is done. At Blue Prism, we have users in over 150 countries in more than 1,800 businesses, including Fortune 500 and public sector organizations, that are creating value with new ways of working, unlocking efficiencies, and returning millions of hours of work back into their businesses. Our intelligent digital workforce is smart, secure, scalable and accessible to all; freeing up humans to re-imagine work.

Company details

Company typeXLarge
IndustryRobotic Process Automation (RPA)
Company size10001

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Job description

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: Operations Professional Services Consultant  

Locations: 100% Remote

About the Role

SS&C is seeking a Professional Services Consultant to join its Outsource Operations team. We are looking for a highly motivated professional with a strong background in financial technology, investment operations, or a related discipline. The ideal candidate combines operational expertise with a customer focused mindset and a strong understanding of the asset management / hedge fund ecosystem.

 In this client facing role, you will deliver key middle and back office operational and onboarding services. You will collaborate closely with internal teams and external stakeholders 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 

·       Execute operational processes and procedures.

·       Onboard new functionality, asset classes, and managers and more.

·       Knowledge of performance measurement principles, including performance, return calculations, and attribution.

·       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.

·       Document business process and technical requirements, workflow designs, and maintain an up‑to‑date library of operational artifacts.

Required Experience

·       3–10 years of experience in a financial services, Hedge Fund, or financial technology environment 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.

·       Familiarity with buy‑side PMS/IBOR/ABOR systems, preferably SS&C products (Advent Geneva, Eze OMS, Eze EMS/Realtick)

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 standard shift patterns as business needs evolve.

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 $100,000 USD to $160,000 USD. Massachusetts: The expected base salary for the position is between $100,000 USD to $160,000 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.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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