Manager, CLO Loan Operations - Loan Servicing

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

Manager, CLO Loan Operations - Loan Servicing

Locations: Boston, MA | NYC | Hybrid

Get To Know Us:

SS&C is leading the way. We continue to look for today's and tomorrow's brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to apply. SS&C prides itself on hiring diverse, honest, dynamic individuals who value collaboration, accountability, and innovation, to name a few.

Why You Will Love It Here!

• Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans

• Your Future: 401k Matching Program, Professional Development Reimbursement

• Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays

• Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave

• Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees

• Training: Hands-On, Team-Customized, including SS&C University

• Extra Perks: Discounts on fitness clubs, travel and more!

What You Will Get To Do:

As a Manager of CLO Loan Operations, you will lead a team responsible for the accurate servicing of syndicated bank loans within CLO structures. You will act as a primary client contact, manage daily operations, and ensure deliverables are met with precision and timeliness.

• Manage and oversee a team of associates and senior associates in daily loan servicing operations

• Serve as the primary client relationship manager for CLO loan servicing, responding to inquiries and delivering high-quality service

• Oversee loan trade processing, settlement, cash flow booking, reconciliations, and agent notice review

• Ensure all loan static data setup, reconciliations (cash, cost, positions, accrued interest), and reporting are completed accurately and on time

• Review and sign off on escalated breaks, ensuring resolution within agreed timelines

• Lead client onboarding, system setup, and process implementation for new CLO portfolios

• Conduct performance reviews, coach, and mentor team members to foster professional development

• Partner with internal stakeholders across fund accounting, technology, and operations to streamline processes and resolve issues

• Develop and implement best practices to improve operational efficiency, accuracy, and scalability

• Maintain strong governance and controls, ensuring compliance with policies, procedures, and client SLAs

What You Will Bring:

• Bachelor's degree in Finance, Accounting, or related field

• 6+ years of experience in syndicated bank loan operations, with direct CLO servicing experience

• Prior experience managing a team within loan servicing or operations required

• Familiarity with Advent Geneva and syndicated loan servicing platforms a strong plus

• Strong understanding of loan settlements, reconciliations, and reporting for complex loan portfolios

• Proven ability to build and maintain client relationships at senior levels

• Excellent leadership, coaching, and people management skills

• Strong analytical, organizational, and problem-solving skills with attention to detail

• Ability to balance client demands, operational timelines, and team management in a fast-paced environment

• Proficiency in Microsoft Excel and related financial systems

Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website: www.ssctech.com/careers

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Salary/wage rate is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.

The expected base salary for the position in MA is between $80,000 USD to $150,000 USD.

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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.

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.

Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions. NY: Salary range for the position: 80,000 USD to 150,000 USD.