SS&C Technologies · 2 hours ago
Manager, CLO Loan Operations – Loan Servicing
Boston MA - One Post Office Square
Full-time
Hybrid
Senior Level
6+ years expSS&C Technologies is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut. They are seeking a Manager for CLO Loan Operations, responsible for leading a team in the accurate servicing of syndicated bank loans and acting as a primary client contact to ensure operational excellence.
Cloud ManagementEnterprise SoftwareFinanceFinancial ServicesHealth CareProfessional ServicesSoftwareSoftware Engineering
Responsibilities
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
Qualification
Required
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
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
Preferred
Familiarity with Advent Geneva and syndicated loan servicing platforms a strong plus
Benefits
401k Matching Program
Professional Development Reimbursement
Flexible Personal/Vacation Time Off
Sick Leave
Paid Holidays
Medical
Dental
Vision
Employee Assistance Program
Parental Leave
Discounts on fitness clubs, travel and more!
Company
SS&C Technologies
SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial It is a sub-organization of SS&C Black Diamond Wealth Solutions.
10001+ employees
H1B Sponsorship
SS&C Technologies has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (105)
2024 (59)
2023 (74)
2022 (35)
2021 (30)
2020 (21)
Funding
Current Stage
Public CompanyTotal Funding
$750M2024-05-02Post Ipo Debt· $750M
2005-07-27Acquired
1996-05-31IPO
Leadership Team
Anthony Caiafa
Global CTO / CIO
Brian Schell
EVP, Chief Financial Officer
Recent News
2026-01-20
2026-01-16
Company data provided by crunchbase