Professional Services Consultant – Operations

SS&C Technologies

. Execute operational processes and procedures .

Posted 9/29/2026full-timeRemote • United StatesMid-LevelSenior💰 $100,000 - $160,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in operational processes and procedures within financial services, with a strong focus on onboarding, asset class expansion, and integration of middle- and back-office systems. Proficient in instrument valuation and trade lifecycle management, ensuring optimal configuration and efficient workflows.

Highest-signal resume keywords

Middle-Office OperationsBack-Office OperationsInstrument ValuationTrade Lifecycle ManagementPMS/IBOR/ABOR Systems

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Operational ProcessesAsset Class ExpansionTrade LifecycleInstrument ValuationWorkflow DesignOperational ReviewsReporting InitiativesData IntegrationClient OnboardingFund Launches

Soft Skills

Analytical SkillsVerbal CommunicationWritten CommunicationAttention to DetailProfessionalism

Tools & Technologies

SS&C ProductsAdvent GenevaEze OMSEze EMSRealtick

Industry Keywords

Financial ServicesHedge FundFinancial TechnologyMiddle-OfficeBack-Office

About the role

Key responsibilities & impact

Execute operational processes and procedures
Onboard new functionality, asset classes, and managers
Provide operational consulting and execution support for client onboarding, fund launches, counterparty setup, asset class expansion, reporting initiatives, and platform integrations
Conduct operational reviews to assess client environments and ensure optimal configuration, adoption of new functionality, and 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 processes and technical requirements, workflow designs, and maintain an up-to-date library of operational artifacts
Collaborate with internal teams and external stakeholders on daily operational processes, platform optimization, and concurrent projects
Deliver middle- and back-office operational and onboarding services

Requirements

What you’ll need

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)
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

Benefits

Comp & perks

Medical, dental, and vision coverage
401(k) plan with company match
Paid time off
Paid holidays
Parental leave
Professional development reimbursement opportunity
Potential annual discretionary bonus
Potential equity awards, such as restricted stock units or stock options