Senior Associate/Associate Manager, Operations – Private Consumer Credit

SS&C Technologies

. Provide operational support for private consumer credit portfolios and investment activities .

Posted 9/18/2026full-timeNew York City • Florida • United StatesSenior💰 $65,000 - $115,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in investment operations, including transaction processing, cash management, and exception resolution, while effectively collaborating with internal teams and external partners to enhance operational efficiency and accuracy.

Highest-signal resume keywords

Investment Operations ExperienceTransaction ProcessingCash ManagementAnalytical SkillsProcess Improvement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

ReconciliationSettlement ManagementData ValidationCash ReportingLoan Servicing PlatformsInvestment Accounting SystemsException ResolutionPortfolio ManagementOperational Workflow MonitoringOnboarding New Investments

Soft Skills

Attention to DetailProblem-SolvingCommunication SkillsCollaborationOwnership

Tools & Technologies

Microsoft ExcelFinancial Operations Technology

Industry Keywords

Private Consumer CreditPrivate CreditStructured CreditLending OperationsAsset ManagementFund AdministrationFinancial Services

About the role

Key responsibilities & impact

Provide operational support for private consumer credit portfolios and investment activities
Support 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 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 for accuracy and completeness
Support cash activity, including payment processing, funding activity, and cash reporting
Assist with onboarding new investments, accounts, and portfolio activity
Maintain documentation and operational records
Identify process improvements, strengthen controls, and increase operational efficiency
Participate in projects, system implementations, and process enhancements
Build relationships with stakeholders and serve as a point of contact for operational matters
At Associate Manager level, provide workflow oversight, assist with issue escalation and resolution, and support junior team members

Requirements

What you’ll need

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 transaction processing, settlements, reconciliations, cash management, and exception resolution
Strong attention to detail and ability to manage multiple priorities and meet time-sensitive deadlines
Strong analytical and problem-solving skills
Solid Microsoft Excel skills and ability to work with large amounts of data
Strong written and verbal communication skills
Ability to work collaboratively with internal teams and external business partners
Demonstrated ability to take ownership of responsibilities and follow issues through to resolution
Experience supporting private consumer credit, private credit, structured credit, loan operations, or alternative investments
Knowledge of the lifecycle of private credit or consumer credit investments
Experience with loan servicing platforms, investment accounting systems, or other financial operations technology
Experience researching and resolving complex cash, position, transaction, or valuation discrepancies
Experience working with administrators, custodians, lenders, counterparties, or other external service providers
Experience supporting onboarding of new investments, accounts, or portfolios
Experience identifying and implementing process improvements or strengthening operational controls
For Associate Manager-level candidates, experience providing guidance or oversight to team members, managing complex workflows, and serving as a subject matter resource
Ability to independently manage escalations and communicate effectively with senior stakeholders
Experience participating in system implementations, process enhancements, or other operational projects

Benefits

Comp & perks

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