Associate Manager, Loan Closing

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

Locations: Bellevue, WA (Hybrid)

SS&C is a global provider of investment, financial, and healthcare software and services. We combine innovative technology with deep industry expertise to help financial institutions streamline operations, manage risk, and deliver exceptional client service. With employees around the world, we support many of the industry's leading asset managers, banks, hedge funds, private credit firms, and institutional investors.

As an Associate Manager, Loan Closing, you will play a key role in managing the settlement of syndicated bank loan transactions for a diverse client base. Working closely with trading desks, legal counsel, counterparties, administrative agents, and operations teams, you will oversee the full loan closing process while ensuring timely settlement, accurate calculations, and exceptional client service.

This is an excellent opportunity for a loan operations professional looking to expand their expertise in syndicated bank loans within a fast-paced financial services environment.

• Manage the end-to-end settlement of primary, secondary, and distressed bank loan trades.
• Partner with clients, trading desks, legal counsel, counterparties, and administrative agents to facilitate successful loan closings.
• Review, coordinate, and execute all required loan trade documentation in accordance with LSTA and LMA market standards.
• Monitor a high volume of loan closing transactions while maintaining accurate trade status and settlement records.
• Review settlement calculations and pricing to ensure accuracy prior to funding.
• Investigate and resolve settlement breaks, documentation issues, and trade discrepancies.
• Escalate complex settlement issues and potential delays while driving timely resolution.
• Perform reconciliations and maintain accurate operational records throughout the trade lifecycle.
• Deliver exceptional client service by providing timely communication and proactive issue resolution.
• Identify opportunities to improve operational processes, efficiency, and risk controls.

• Bachelor's degree in Finance or a related discipline.
• Financial services industry experience in bank loan servicing or loan closing with a bank, hedge fund, fund administrator, or prime broker.
• Strong understanding of syndicated loans, including lifecycle events, trade closing mechanics and economics, market settlement conventions, Credit Agreements, and their operational mechanics (including fund flows, ticking fees, paydowns, drawdowns, affiliate language, and related processes).

• Experience with Geneva, ClearPar, or similar loan processing platforms.
• Knowledge of syndicated loan documentation and LSTA/LMA standards.
• Experience supporting alternative investment managers, private credit funds, or institutional investors.

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.

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.